401(k) · DOL Form 5500 · 2022
South 49 Holdings, Ltd. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $86,015
- Avg per participant Below avg balance/head
Official DOL plan name: South 49 Holdings Ltd. 401(k) Plan · Sponsored by South 49 Holdings, Ltd. · California · Utilities
$11M in assets, 123 participants
South 49 Holdings, Ltd.'s South 49 Holdings Ltd. 401(k) Plan reported $11M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #214 in Utilities (738 peers)
Coverage in California
South 49 Holdings Ltd. 401(k) Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $11M.
- #214
- in Utilities (738 peers)
- -7.4%
- assets change YoY
The plan reported a net loss of $850K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
South 49 Holdings Ltd. 401(k) Plan's mid-pack asset rank among Utilities and all filers
South 49 Holdings Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,579,804 Top 34% higher than 66% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
South 49 Holdings Ltd. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South 49 Holdings Ltd. 401(k) Plan sits mid-pack in the medium band (123 participants).
Form 5500 schedule snapshot
Filing strip 352633428 · South 49 Holdings, Ltd. PY 2022 · 401(k)
South 49 Holdings Ltd. 401(k) Plan · $11M · 123 · 66th
- PART $11M
- TYPE 123
- NET 66th
- BOOK 401(k)
- VS-ST near Parc Village Dental, LLC 401(k) Profit Sharing Plan
- BOY ind #214
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 Utilities retirement plans → · Plans in California →
South 49 Holdings Ltd. 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$850K |
| Employer EIN | 352633428 |
| Plan Effective Date | 2018-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South 49 Holdings, Ltd.)
Sponsor-wide plan assets over time
All South 49 Holdings, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 23.83664196425567% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $11M |
| 2023 | 1 | 133 | $11M |
| 2024 | 1 | 132 | $13M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
South 49 Holdings Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Parc Village Dental, LLC 401(k) Profit Sharing Plan in WI ($11M); by covered participants it is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Employment Background Investigations, Inc. 401(k) Plan (MD) 123 · 0 off
- Patina Solutions Group Inc. 401(k) Profit Sharing Plan (WI) 123 · 0 off
- Ahccms 401(k) Plan (AZ) 123 · 0 off
- Solar Innovations, Inc. - 401(k) Profit Sharing Plan (PA) 123 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.