401(k) · DOL Form 5500 · 2022

Santa Margarita Ford 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
147
Participants Small participant base
63rd
Percentile by assets National rank
$62,716
Avg per participant Low balance/head
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Official DOL plan name: Santa Margarita Ford 401(k) Profit Sharing Plan · Sponsored by Santa Margarita Ford · California · Retail Trade

$9M in assets, 147 participants

Santa Margarita Ford's Santa Margarita Ford 401(k) Profit Sharing Plan reported $9M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #7,038 in Retail Trade (9,519 peers)

Coverage in California

Santa Margarita Ford 401(k) Profit Sharing Plan covers 147 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $9M.

#7,038
in Retail Trade (9,519 peers)
-7.2%
assets change YoY

The plan reported a net loss of $717K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Santa Margarita Ford 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Santa Margarita Ford 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,219,314 Top 37% higher than 63% 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

Santa Margarita Ford 401(k) Profit Sharing 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. Santa Margarita Ford 401(k) Profit Sharing Plan sits mid-pack in the medium band (147 participants).

Form 5500 schedule snapshot

Filing strip 954019104 · Santa Margarita Ford PY 2022 · 401(k)

Santa Margarita Ford 401(k) Profit Sharing Plan · $9M · 147 · 63rd

  • PART $9M
  • PART 147
  • PART 63rd
  • PART 401(k)
  • PART near Elite Roofing Supply 401(k) Plan
  • PART ind #7038

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 Retail Trade retirement plans → · Plans in California →

Santa Margarita Ford 401(k) Profit Sharing Plan in the asset neighbourhood

Santa Margarita Ford 401(k) Profit Sharing PlanSanta Margarita Ford 401(k) …$9MElite Roofing Supply 401(k) PlanElite Roofing Supply 401(k) …$9MSafeguard Operations 401(k) PlanSafeguard Operations 401(k) …$9MEmployees' Retirement Savings PlanEmployees' Retirement Saving…$9MEasy Auto 401(k) Plan$9M
End-of-year total assets ($M) among Santa Margarita Ford 401(k) Profit Sharing 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)$9M
Net Income-$717K
Employer EIN954019104
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Margarita Ford)

Sponsor-wide plan assets over time

All Santa Margarita Ford plans reported in each filing year

Latest sponsor-wide plan assets
$13M 44.491672590824% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.22M $13.3M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 147 $9M
2023 1 163 $12M
2024 1 176 $13M

Nearby 401(k) Plans in California

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

Santa Margarita Ford 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Santa Margarita Ford 401(k) Profit Sharing Plan, Total assets ($B): 0.009219314 · Participants: 147Santa Margarita Ford 401(k) Profit Sharing 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
Santa Margarita Ford 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Margarita Ford 401(k) Profit Sharing Plan side-by-side with 3 peers →

Santa Margarita Ford 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Elite Roofing Supply 401(k) Plan in AZ ($9M); by covered participants it is Volpe Dedicated, Inc. 401(k) Retirement Plan in PA (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

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 Santa Margarita Ford 401(k) Profit Sharing Plan assets move in 2022? ▼
Santa Margarita Ford 401(k) Profit Sharing Plan pulled back noticeably - down 7.2% during 2022, from $10M to $9M. Reported net income was -$717K.
How have Santa Margarita Ford plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Margarita Ford's sponsor-wide assets grew 44.5%, from $9M to $13M.
Which 401(k) plans are similar in size to Santa Margarita Ford 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elite Roofing Supply 401(k) Plan in AZ ($9M, 364 participants).
Which 401(k) plans cover a similar participant headcount to Santa Margarita Ford 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Volpe Dedicated, Inc. 401(k) Retirement Plan in PA (147 participants, $3M 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 954019104.

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.