401(k) · DOL Form 5500 · 2022

Santa Cruz Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
30th
Percentile by assets National rank
$217,055
Avg per participant Above avg balance/head
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Official DOL plan name: Santa Cruz Insurance Services, Inc. 401(k) Plan · Sponsored by Santa Cruz Insurance Services, Inc. · California · Finance & Insurance

$2M in assets, 7 participants

Santa Cruz Insurance Services, Inc.'s Santa Cruz Insurance Services, Inc. 401(k) Plan reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,860 in Finance & Insurance (9,261 peers)

2022 asset change

Santa Cruz Insurance Services, Inc. 401(k) Plan contracted severely 36.3% in 2022 ($2M → $2M) for 7 participants.

#1,860
in Finance & Insurance (9,261 peers)
-36.3%
assets change YoY

The plan reported a net loss of $867K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Santa Cruz Insurance Services, Inc. 401(k) Plan among the smaller filed plans by assets

Santa Cruz Insurance Services, Inc. 401(k) Plan vs every filed plan by assets

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

$1,519,388 30th percentile higher than 30% 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

Santa Cruz Insurance Services, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santa Cruz Insurance Services, Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 851449994 · Santa Cruz Insurance Services, Inc. PY 2022 · 401(k)

Santa Cruz Insurance Services, Inc. 401(k) Plan · $2M · 7 · 30th

  • SCH $2M
  • SCH 7
  • SCH 30th
  • SCH 401(k)
  • SCH near Chemung-Schuyler Chapter of Nysarc, Inc. Savings & Investment Plan
  • SCH ind #1860

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 →

Santa Cruz Insurance Services, Inc. 401(k) Plan in the asset neighbourhood

Santa Cruz Insurance Services, Inc. 401(k) PlanSanta Cruz Insurance Service…$2MChemung-Schuyler Chapter of Nysarc, Inc. Savings & Investment PlanChemung-Schuyler Chapter of …$2MEs LLC 401(k) Plan$2MPrimary Services, L.P. 401(k) PlanPrimary Services, L.P. 401(k…$2MAxias, Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Santa Cruz Insurance Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$867K
Employer EIN851449994
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Santa Cruz Insurance Services, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Santa Cruz Insurance Services, Inc. 401(k) Plan, Total assets ($B): 0.001519388 · Participants: 7Santa Cruz Insurance Services, Inc. 401(k) 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
Santa Cruz Insurance Services, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Cruz Insurance Services, Inc. 401(k) Plan side-by-side with 3 peers →

Santa Cruz Insurance Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chemung-Schuyler Chapter of Nysarc, Inc. Savings & Investment Plan in NY ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Santa Cruz Insurance Services, Inc. 401(k) Plan assets move in 2022? ▼
Santa Cruz Insurance Services, Inc. 401(k) Plan contracted severely - down 36.3% during 2022, from $2M to $2M. Reported net income was -$867K.
Which 401(k) plans are similar in size to Santa Cruz Insurance Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chemung-Schuyler Chapter of Nysarc, Inc. Savings & Investment Plan in NY ($2M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Santa Cruz Insurance Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 851449994.

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.