401(k) · DOL Form 5500 · 2022

San Luis Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
33
Participants Small participant base
38th
Percentile by assets National rank
$80,546
Avg per participant Below avg balance/head
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Official DOL plan name: San Luis Capital, Inc. 401(k) Profit Sharing Plan · Sponsored by San Luis Capital, Inc. · California · Finance & Insurance

$3M in assets, 33 participants

San Luis Capital, Inc.'s San Luis Capital, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 38th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,399 in Finance & Insurance (9,261 peers)

San Luis Capital, Inc. multi-year trail

San Luis Capital, Inc.'s plans moved +67.1% in assets from 2022 to 2024; this filing shows San Luis Capital, Inc. 401(k) Profit Sharing Plan at $3M / 33 participants.

#2,399
in Finance & Insurance (9,261 peers)
-0.5%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

San Luis Capital, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

San Luis Capital, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,658,022 38th percentile higher than 38% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

San Luis Capital, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Luis Capital, Inc. 401(k) Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 270071832 · San Luis Capital, Inc. PY 2022 · 401(k)

San Luis Capital, Inc. 401(k) Profit Sharing Plan · $3M · 33 · 38th

  • IND $3M
  • EOY 33
  • 5500 38th
  • ASSETS 401(k)
  • PCT near Nichols Contracting, Inc. 401(k) Profit Sharing Plan
  • EIN ind #2399

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

San Luis Capital, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

San Luis Capital, Inc. 401(k) Profit Sharing PlanSan Luis Capital, Inc. 401(k…$3MNichols Contracting, Inc. 401(k) Profit Sharing PlanNichols Contracting, Inc. 40…$3MJettron Profit Sharing & 401(k) PlanJettron Profit Sharing & 401…$3MRepublic Schools 401(k) Plan$3MEmployee Benefit Plan of Tallatoona Community Action Partnership Inc.Employee Benefit Plan of Tal…$3M
End-of-year total assets ($M) among San Luis Capital, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

San Luis Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All San Luis Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 67.11073121290944% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.66M $4.44M ▲ +66.9%
Year Plans Participants Total Assets
2022 1 33 $3M
2023 1 29 $4M
2024 1 25 $4M

San Luis Capital, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$14K
Employer EIN270071832
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

San Luis Capital, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants San Luis Capital, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002658022 · Participants: 33San Luis Capital, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
San Luis Capital, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare San Luis Capital, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

San Luis Capital, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nichols Contracting, Inc. 401(k) Profit Sharing Plan in MD ($3M); by covered participants it is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did San Luis Capital, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
San Luis Capital, Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.5% during 2022, from $3M to $3M. Reported net income was -$14K.
How have San Luis Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Luis Capital, Inc.'s sponsor-wide assets grew 67.1%, from $3M to $4M.
Which 401(k) plans are similar in size to San Luis Capital, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nichols Contracting, Inc. 401(k) Profit Sharing Plan in MD ($3M, 80 participants).
Which 401(k) plans cover a similar participant headcount to San Luis Capital, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants, $57K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270071832.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.