401(k)
2022 plan-year 401(k) DOL Form 5500

Straub Distributing Company, Ltd. Profit-Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Straub Distributing Company, Ltd. · California · Wholesale Trade

What the 2023 filing shows

Straub Distributing Company, Ltd. Profit-Sharing Plan holds $26M for 206 participants — about $124,405 per participant, down 25.0% over the 2022 plan year.

$26M
total plan assets (2022 EOY)
206
covered participants
$124,405
avg assets per participant
-25.0%
assets change YoY

The plan reported a net loss of $9M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$26M
Participants
206
State
Industry
Wholesale Trade

What the Filing Says About Straub Distributing Company, Ltd. Profit-Sharing Plan

Straub Distributing Company, Ltd. Profit-Sharing Plan is a 401(k) retirement plan sponsored by Straub Distributing Company, Ltd., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 206 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 953806055, and the plan has been effective since 1978-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2022 to $26M at year-end — a decline of 25.0%. Net assets (after liabilities) closed the year at $26M, with reported net income of $-8,543,747 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$34M
Total Assets (End of Year)$26M
Net Assets (End of Year)$26M
Net Income$-8,543,747
Plan Type401(k)
Employer EIN953806055
Plan Effective Date1978-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Straub Distributing Company, Ltd.)

Year Plans Participants Total Assets
2022 1 206 $26M
2023 1 193 $28M
2024 1 226 $29M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Straub Distributing Company, Ltd. Profit-Sharing Plan?
As of the 2022 Form 5500 filing, Straub Distributing Company, Ltd. Profit-Sharing Plan holds $26M in total assets with 206 participants. It is sponsored by Straub Distributing Company, Ltd..
What type of plan is Straub Distributing Company, Ltd. Profit-Sharing Plan?
Straub Distributing Company, Ltd. Profit-Sharing Plan is a 401(k) plan. It has been effective since 1978-05-01. The plan is filed with the U.S. Department of Labor under EIN 953806055.
Who sponsors the Straub Distributing Company, Ltd. Profit-Sharing Plan?
Straub Distributing Company, Ltd. Profit-Sharing Plan is sponsored by Straub Distributing Company, Ltd., located in California. The sponsor's EIN is 953806055 and the plan operates in the Wholesale Trade industry.
How did Straub Distributing Company, Ltd. Profit-Sharing Plan perform in 2022?
Straub Distributing Company, Ltd. Profit-Sharing Plan declined by 25.0% during 2022, moving from $34M to $26M in total assets. Net income was $-8,543,747.
Where can I find official filings for Straub Distributing Company, Ltd. Profit-Sharing Plan?
Official Form 5500 filings for Straub Distributing Company, Ltd. Profit-Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 953806055 or plan name at efast.dol.gov.
How does Straub Distributing Company, Ltd. Profit-Sharing Plan compare to other plans?
You can compare Straub Distributing Company, Ltd. Profit-Sharing Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 953806055.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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