401(k) · DOL Form 5500 · 2022

Generate Capital, Pbc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
147
Participants Small participant base
64th
Percentile by assets National rank
$64,388
Avg per participant Low balance/head
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Official DOL plan name: Generate Capital Inc. 401(k) Plan · Sponsored by Generate Capital, Pbc · California · Finance & Insurance

$9M in assets, 147 participants

Generate Capital, Pbc's Generate Capital Inc. 401(k) Plan reported $9M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,364 in Finance & Insurance (9,261 peers)

Coverage in California

Generate Capital Inc. 401(k) Plan covers 147 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $9M.

#4,364
in Finance & Insurance (9,261 peers)
+53.4%
assets growth YoY

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

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

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

$9,465,088 Top 36% higher than 64% 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

Generate Capital Inc. 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. Generate Capital Inc. 401(k) Plan sits mid-pack in the medium band (147 participants).

Form 5500 schedule snapshot

Filing strip 471343093 · Generate Capital, Pbc PY 2022 · 401(k)

Generate Capital Inc. 401(k) Plan · $9M · 147 · 64th

  • IND $9M
  • EOY 147
  • 5500 64th
  • ASSETS 401(k)
  • PCT near Electra Link, Inc. 401(k) Plan
  • EIN ind #4364

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 →

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

Generate Capital Inc. 401(k) PlanGenerate Capital Inc. 401(k)…$9MElectra Link, Inc. 401(k) PlanElectra Link, Inc. 401(k) Pl…$9MDalrymple Holding Companies 401(k) PlanDalrymple Holding Companies …$9MCameron Manufacturing and Design, Inc. Profit Sharing 401(k) PlanCameron Manufacturing and De…$9MShoplc Global, Inc. 401(k) PlanShoplc Global, Inc. 401(k) P…$9M
End-of-year total assets ($M) among Generate Capital Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN471343093
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Generate Capital, Pbc)

Sponsor-wide plan assets over time

All Generate Capital, Pbc plans reported in each filing year

Latest sponsor-wide plan assets
$25M 167.94872905566226% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $9.47M $25.4M ▲ +167.8%
Year Plans Participants Total Assets
2022 1 147 $9M
2023 1 181 $17M
2024 1 214 $25M

Nearby 401(k) Plans in California

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

Generate 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 ($B) Participants Generate Capital Inc. 401(k) Plan, Total assets ($B): 0.009465088 · Participants: 147Generate 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
Generate Capital Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Generate Capital Inc. 401(k) Plan side-by-side with 3 peers →

Generate 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 Electra Link, Inc. 401(k) Plan in TX ($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.

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 Generate Capital Inc. 401(k) Plan assets move in 2022? ▼
Generate Capital Inc. 401(k) Plan surged - up 53.4% during 2022, from $6M to $9M. Reported net income was $3M.
How have Generate Capital, Pbc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Generate Capital, Pbc's sponsor-wide assets grew 167.9%, from $9M to $25M.
Which 401(k) plans are similar in size to Generate Capital Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Electra Link, Inc. 401(k) Plan in TX ($9M, 259 participants).
Which 401(k) plans cover a similar participant headcount to Generate Capital Inc. 401(k) 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 471343093.

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.