Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Skywalker Holdings 401(k) Plan

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

Sponsored by Skywalker Holdings, LLC ยท California ยท Real Estate

What the 2023 filing shows

Skywalker Holdings 401(k) Plan holds $22M for 152 participants - about $146,925 per participant, down 19.8% over the 2022 plan year.

$22M
total plan assets (2022 EOY)
152
covered participants
$146,925
avg assets per participant
-19.8%
assets change YoY

The plan reported a net loss of $5M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$22M
Participants
152
State
Industry
Real Estate

What the Filing Says About Skywalker Holdings 401(k) Plan

Skywalker Holdings 401(k) Plan is a Profit Sharing retirement plan sponsored by Skywalker Holdings, LLC, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 152 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 824959002, and the plan has been effective since 2013-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2022 to $22M at year-end โ€” a decline of 19.8%. Net assets (after liabilities) closed the year at $22M, with reported net income of $-5,497,733 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 โ€” 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)$28M
Total Assets (End of Year)$22M
Net Assets (End of Year)$22M
Net Income$-5,497,733
Plan TypeProfit Sharing
Employer EIN824959002
Plan Effective Date2013-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Skywalker Holdings, LLC)

Year Plans Participants Total Assets
2022 1 152 $22M
2023 1 230 $28M
2024 1 261 $33M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Skywalker Holdings 401(k) Plan?
As of the 2022 Form 5500 filing, Skywalker Holdings 401(k) Plan holds $22M in total assets with 152 participants. It is sponsored by Skywalker Holdings, LLC.
What type of plan is Skywalker Holdings 401(k) Plan?
Skywalker Holdings 401(k) Plan is a Profit Sharing plan. It has been effective since 2013-02-01. The plan is filed with the U.S. Department of Labor under EIN 824959002.
Who sponsors the Skywalker Holdings 401(k) Plan?
Skywalker Holdings 401(k) Plan is sponsored by Skywalker Holdings, LLC, located in California. The sponsor's EIN is 824959002 and the plan operates in the Real Estate industry.
How did Skywalker Holdings 401(k) Plan perform in 2022?
Skywalker Holdings 401(k) Plan declined by 19.8% during 2022, moving from $28M to $22M in total assets. Net income was $-5,497,733.
Where can I find official filings for Skywalker Holdings 401(k) Plan?
Official Form 5500 filings for Skywalker Holdings 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 824959002 or plan name at efast.dol.gov.
How does Skywalker Holdings 401(k) Plan compare to other plans?
You can compare Skywalker Holdings 401(k) Plan against other Profit Sharing 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) โ€” original filing retrieval by EIN 824959002.

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

Reference: IRS Publication 590-B โ€” 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.