401(k) · DOL Form 5500 · 2022

Socotra Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
16
Participants Small participant base
52nd
Percentile by assets National rank
$330,671
Avg per participant High balance/head
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Official DOL plan name: Socotra Capital, Inc. 401(k) Plan · Sponsored by Socotra Capital, Inc. · California · Finance & Insurance

$5M in assets, 16 participants

Socotra Capital, Inc.'s Socotra Capital, Inc. 401(k) Plan reported $5M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,347 in Finance & Insurance (9,261 peers)

Socotra Capital, Inc. multi-year trail

Socotra Capital, Inc.'s plans moved +70.8% in assets from 2022 to 2024; this filing shows Socotra Capital, Inc. 401(k) Plan at $5M / 16 participants.

#3,347
in Finance & Insurance (9,261 peers)
+27.4%
assets growth YoY

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

Socotra Capital, Inc. 401(k) Plan vs every filed plan by assets

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

$5,290,735 Top 48% higher than 52% 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

Socotra Capital, Inc. 401(k) 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. Socotra Capital, Inc. 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 412232111 · Socotra Capital, Inc. PY 2022 · 401(k)

Socotra Capital, Inc. 401(k) Plan · $5M · 16 · 52nd

  • EBSA $5M
  • EBSA 16
  • EBSA 52nd
  • EBSA 401(k)
  • EBSA near Solo Brands 401(k) Plan
  • EBSA ind #3347

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 →

Socotra Capital, Inc. 401(k) Plan in the asset neighbourhood

Socotra Capital, Inc. 401(k) PlanSocotra Capital, Inc. 401(k)…$5MSolo Brands 401(k) Plan$5MProvidence Management and Development Company 401(k) PlanProvidence Management and De…$5MC & C Produce, Inc. 401(k) Profit Sharing PlanC & C Produce, Inc. 401(k) P…$5MStoler of Westbury, Inc. 401(k) PlanStoler of Westbury, Inc. 401…$5M
End-of-year total assets ($M) among Socotra Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Socotra Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Socotra Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 70.80184511225755% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.29M $9.04M ▲ +70.9%
Year Plans Participants Total Assets
2022 1 16 $5M
2023 1 19 $7M
2024 1 25 $9M

Socotra Capital, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN412232111
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Socotra Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Socotra Capital, Inc. 401(k) Plan, Total assets ($B): 0.005290735 · Participants: 16Socotra Capital, 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
Socotra Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Socotra Capital, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Solo Brands 401(k) Plan in TX ($5M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Socotra Capital, Inc. 401(k) Plan assets move in 2022? ▼
Socotra Capital, Inc. 401(k) Plan grew sharply - up 27.4% during 2022, from $4M to $5M. Reported net income was $1M.
How have Socotra Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Socotra Capital, Inc.'s sponsor-wide assets grew 70.8%, from $5M to $9M.
Which 401(k) plans are similar in size to Socotra Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solo Brands 401(k) Plan in TX ($5M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Socotra Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 412232111.

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.