401(k) · DOL Form 5500 · 2022

Team San Jose 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
214
Participants Below avg headcount
61st
Percentile by assets National rank
$38,182
Avg per participant Low balance/head
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Official DOL plan name: Team San Jose 401(k) Plan · Sponsored by Team San Jose · California · Other Services

$8M in assets, 214 participants

Team San Jose's Team San Jose 401(k) Plan reported $8M in total assets and 214 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,465 in Other Services (8,398 peers)

Coverage in California

Team San Jose 401(k) Plan covers 214 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $8M.

#6,465
in Other Services (8,398 peers)
-20.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Team San Jose 401(k) Plan's mid-pack asset rank among Other Services and all filers

Team San Jose 401(k) Plan vs every filed plan by assets

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

$8,170,848 Top 39% higher than 61% 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

Team San Jose 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. Team San Jose 401(k) Plan sits mid-pack in the medium band (214 participants).

Published 5500 schedule card

Filing strip 200507663 · Team San Jose PY 2022 · 401(k)

Team San Jose 401(k) Plan · $8M · 214 · 61st

  • EIN $8M
  • RANK 214
  • PHOTO 61st
  • IND 401(k)
  • EOY near Onyx Management Group, LLC Retirement Plan
  • 5500 ind #6465

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 Other Services retirement plans → · Plans in California →

Team San Jose 401(k) Plan in the asset neighbourhood

Team San Jose 401(k) Plan$8MOnyx Management Group, LLC Retirement PlanOnyx Management Group, LLC R…$8MBendett & Mchugh, P.C. 401(k) PlanBendett & Mchugh, P.C. 401(k…$8MCabot Hosiery Mills, Inc. 401(k) Retirement PlanCabot Hosiery Mills, Inc. 40…$8MBombora, Inc. 401(k) Ps Plan$8M
End-of-year total assets ($M) among Team San Jose 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN200507663
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Team San Jose)

Sponsor-wide plan assets over time

All Team San Jose plans reported in each filing year

Latest sponsor-wide plan assets
$12M 45.57082692029028% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.17M $11.9M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 214 $8M
2023 1 237 $10M
2024 1 19 $12M

Nearby 401(k) Plans in California

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

Team San Jose 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Team San Jose 401(k) Plan, Total assets ($B): 0.008170848 · Participants: 214Team San Jose 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
Team San Jose 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Team San Jose 401(k) Plan side-by-side with 3 peers →

Team San Jose 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Onyx Management Group, LLC Retirement Plan in NJ ($8M); by covered participants it is Phoenix Processor Retirement Savings Plan in WA (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Team San Jose 401(k) Plan assets move in 2022? ▼
Team San Jose 401(k) Plan declined sharply - down 20.1% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Team San Jose plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Team San Jose's sponsor-wide assets grew 45.6%, from $8M to $12M.
Which 401(k) plans are similar in size to Team San Jose 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Onyx Management Group, LLC Retirement Plan in NJ ($8M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Team San Jose 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phoenix Processor Retirement Savings Plan in WA (214 participants, $9M 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 200507663.

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.