401(k) · DOL Form 5500 · 2022
SAMGI 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 185
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $106,663
- Avg per participant Below avg balance/head
Official DOL plan name: Samgi 401(k) Plan · Sponsored by SAMGI · California · Healthcare & Social Assistance
$20M in assets, 185 participants
SAMGI's Samgi 401(k) Plan reported $20M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #16,193 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Samgi 401(k) Plan covers 185 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $20M.
- #16,193
- in Healthcare & Social Assistance (20,060 peers)
- +47.6%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Samgi 401(k) Plan's outsized position by total assets
Samgi 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,732,641 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Samgi 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. Samgi 401(k) Plan sits mid-pack in the medium band (185 participants).
Plan-year Form 5500 strip
Filing strip 680377653 · SAMGI PY 2022 · 401(k)
Samgi 401(k) Plan · $20M · 185 · 77th
- 5500 $20M
- ASSETS 185
- PCT 77th
- EIN 401(k)
- RANK near Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust
- PHOTO ind #16193
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Samgi 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $6M |
| Employer EIN | 680377653 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SAMGI)
Sponsor-wide plan assets over time
All SAMGI plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 33.42892114643954% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $20M |
| 2023 | 1 | 194 | $25M |
| 2024 | 1 | 252 | $26M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Samgi 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Family Orthopedic Associates P 401(k) Profit Sharing Plan & Trust in MI ($20M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (185 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.