401(k) · DOL Form 5500 · 2022

Sd & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
34th
Percentile by assets National rank
$223,523
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sd & Associates, Inc. Profit Sharing 401(k) Plan · Sponsored by Sd & Associates, Inc. · California · Finance & Insurance

$2M in assets, 9 participants

Sd & Associates, Inc.'s Sd & Associates, Inc. Profit Sharing 401(k) Plan reported $2M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,119 in Finance & Insurance (9,261 peers)

Sd & Associates, Inc. multi-year trail

Sd & Associates, Inc.'s plans moved -73.5% in assets from 2022 to 2024; this filing shows Sd & Associates, Inc. Profit Sharing 401(k) Plan at $2M / 9 participants.

#2,119
in Finance & Insurance (9,261 peers)
-10.6%
assets change YoY

The plan reported a net loss of $238K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sd & Associates, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Sd & Associates, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$2,011,710 34th percentile higher than 34% 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

Sd & Associates, Inc. Profit Sharing 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sd & Associates, Inc. Profit Sharing 401(k) Plan is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 262907191 · Sd & Associates, Inc. PY 2022 · 401(k)

Sd & Associates, Inc. Profit Sharing 401(k) Plan · $2M · 9 · 34th

  • 5500 $2M
  • 5500 9
  • 5500 34th
  • 5500 401(k)
  • 5500 near 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust
  • 5500 ind #2119

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 →

Sd & Associates, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Sd & Associates, Inc. Profit Sharing 401(k) PlanSd & Associates, Inc. Profit…$2M12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust12 Oaks Management Services …$2MHorizon Management, Inc. 401(k) Profit Sharing PlanHorizon Management, Inc. 401…$2MChurchill Opco Holding LLC 401(k) PlanChurchill Opco Holding LLC 4…$2MExpress Employment Professionals 401(k) Retirement Savings PlanExpress Employment Professio…$2M
End-of-year total assets ($M) among Sd & Associates, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sd & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sd & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$534K 73.4648135168588% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.01M $0.53M ▼ -73.6%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 8 $3M
2024 1 7 $534K

Sd & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$238K
Employer EIN262907191
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sd & Associates, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sd & Associates, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.00201171 · Participants: 9Sd & Associates, Inc. Profit Sharing 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
Sd & Associates, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sd & Associates, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Sd & Associates, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust in TX ($2M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Sd & Associates, Inc. Profit Sharing 401(k) Plan assets move in 2022? ▼
Sd & Associates, Inc. Profit Sharing 401(k) Plan pulled back noticeably - down 10.6% during 2022, from $2M to $2M. Reported net income was -$238K.
How have Sd & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sd & Associates, Inc.'s sponsor-wide assets declined 73.5%, from $2M to $534K.
Which 401(k) plans are similar in size to Sd & Associates, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust in TX ($2M, 557 participants).
Which 401(k) plans cover a similar participant headcount to Sd & Associates, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 262907191.

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.