401(k) · DOL Form 5500 · 2022

Succession Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
514
Participants Below avg headcount
68th
Percentile by assets National rank
$22,306
Avg per participant Low balance/head
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Official DOL plan name: Succession Capital, Inc. 401(k) Plan · Sponsored by Succession Capital, Inc. · California · Professional & Technical Services

$11M in assets, 514 participants

Succession Capital, Inc.'s Succession Capital, Inc. 401(k) Plan reported $11M in total assets and 514 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,385 in Professional & Technical Services (21,562 peers)

Succession Capital, Inc. multi-year trail

Succession Capital, Inc.'s plans moved +121.2% in assets from 2022 to 2024; this filing shows Succession Capital, Inc. 401(k) Plan at $11M / 514 participants.

#14,385
in Professional & Technical Services (21,562 peers)
-4.7%
assets change YoY

The plan reported a net loss of $571K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Succession Capital, Inc. 401(k) Plan's outsized position by total assets

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

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

$11,465,476 Top 32% higher than 68% 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

Succession 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. Succession Capital, Inc. 401(k) Plan sits mid-pack in the medium band (514 participants).

Plan-year Form 5500 strip

Filing strip 990378665 · Succession Capital, Inc. PY 2022 · 401(k)

Succession Capital, Inc. 401(k) Plan · $11M · 514 · 68th

  • 5500 $11M
  • ASSETS 514
  • PCT 68th
  • EIN 401(k)
  • RANK near Garris-Evans Lumber Company, Inc.
  • PHOTO ind #14385

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 Professional & Technical Services retirement plans → · Plans in California →

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

Succession Capital, Inc. 401(k) PlanSuccession Capital, Inc. 401…$11MThe One Campaign 401(k) Retirement PlanThe One Campaign 401(k) Reti…$11MCustom Wood Products, Inc. Profit Sharing/401(k) PlanCustom Wood Products, Inc. P…$11MGarris-Evans Lumber Company, Inc.Garris-Evans Lumber Company,…$11MOlson Engineering Inc. 401(k) PlanOlson Engineering Inc. 401(k…$11M
End-of-year total assets ($M) among Succession Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Succession Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Succession Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 121.24603461731549% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $11.5M $25.4M ▲ +121.2%
Year Plans Participants Total Assets
2022 1 514 $11M
2023 1 523 $17M
2024 1 668 $25M

Succession Capital, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$571K
Employer EIN990378665
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Succession 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 ($B) Participants Succession Capital, Inc. 401(k) Plan, Total assets ($B): 0.011465476 · Participants: 514Succession 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
Succession Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Succession Capital, Inc. 401(k) Plan side-by-side with 3 peers →

Succession 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 Garris-Evans Lumber Company, Inc. in NC ($11M); by covered participants it is Symphony Performance Health, Inc. D/B/a Sph Analytics Retirement Plan in GA (514 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (514 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 Succession Capital, Inc. 401(k) Plan assets move in 2022? ▼
Succession Capital, Inc. 401(k) Plan edged down modestly - down 4.7% during 2022, from $12M to $11M. Reported net income was -$571K.
How have Succession Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Succession Capital, Inc.'s sponsor-wide assets grew 121.2%, from $11M to $25M.
Which 401(k) plans are similar in size to Succession Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Garris-Evans Lumber Company, Inc. in NC ($11M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Succession Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Symphony Performance Health, Inc. D/B/a Sph Analytics Retirement Plan in GA (514 participants, N/A 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 990378665.

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.