401(k) · DOL Form 5500 · 2022

Santa Cruz Seaside Company 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
321
Participants Below avg headcount
81st
Percentile by assets National rank
$80,685
Avg per participant Below avg balance/head
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Official DOL plan name: Santa Cruz Seaside Company Profit Sharing and 401(k) Plan · Sponsored by Santa Cruz Seaside Company · California · Arts, Entertainment & Recreation

$26M in assets, 321 participants

Santa Cruz Seaside Company's Santa Cruz Seaside Company Profit Sharing and 401(k) Plan reported $26M in total assets and 321 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,704 in Arts, Entertainment & Recreation (3,077 peers)

Where Santa Cruz Seaside Company Profit Sharing and 401(k) Plan sits by assets

Santa Cruz Seaside Company Profit Sharing and 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 321 participants (~$80,685/participant), down 14.7% in 2022.

#2,704
in Arts, Entertainment & Recreation (3,077 peers)
-14.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Santa Cruz Seaside Company Profit Sharing and 401(k) Plan's outsized position by total assets

Santa Cruz Seaside Company Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$25,900,034 Top 19% higher than 81% 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 Cruz Seaside Company Profit Sharing and 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. Santa Cruz Seaside Company Profit Sharing and 401(k) Plan sits mid-pack in the medium band (321 participants).

EBSA filing schedule strip

Filing strip 940841990 · Santa Cruz Seaside Company PY 2022 · 401(k)

Santa Cruz Seaside Company Profit Sharing and 401(k) Plan · $26M · 321 · 81st

  • IND $26M
  • EOY 321
  • 5500 81st
  • ASSETS 401(k)
  • PCT near Hellmann Worldwide Logistics, Inc. 401(k) Plan
  • EIN ind #2704

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Santa Cruz Seaside Company Profit Sharing and 401(k) Plan in the asset neighbourhood

Santa Cruz Seaside Company Profit Sharing and 401(k) PlanSanta Cruz Seaside Company P…$26MHellmann Worldwide Logistics, Inc. 401(k) PlanHellmann Worldwide Logistics…$26MMarine Credit Union 401(k) Plan and TrustMarine Credit Union 401(k) P…$26MMedifast, Inc. 401(k) Plan$26MHilltop National Bank 401(k) Savings PlanHilltop National Bank 401(k)…$26M
End-of-year total assets ($M) among Santa Cruz Seaside Company Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$4M
Employer EIN940841990
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Cruz Seaside Company)

Sponsor-wide plan assets over time

All Santa Cruz Seaside Company plans reported in each filing year

Latest sponsor-wide plan assets
$35M 34.26938358459298% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $25.9M $34.8M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 321 $26M
2023 1 399 $29M
2024 1 438 $35M

Nearby 401(k) Plans in California

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

Santa Cruz Seaside Company Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Santa Cruz Seaside Company Profit Sharing and 401(k) Plan, Total assets ($B): 0.025900034 · Participants: 321Santa Cruz Seaside Company Profit Sharing and 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
Santa Cruz Seaside Company Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Cruz Seaside Company Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Santa Cruz Seaside Company Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hellmann Worldwide Logistics, Inc. 401(k) Plan in FL ($26M); by covered participants it is Fdf Energy Services, LLC 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Santa Cruz Seaside Company Profit Sharing and 401(k) Plan assets move in 2022? ▼
Santa Cruz Seaside Company Profit Sharing and 401(k) Plan pulled back noticeably - down 14.7% during 2022, from $30M to $26M. Reported net income was -$4M.
How have Santa Cruz Seaside Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Cruz Seaside Company's sponsor-wide assets grew 34.3%, from $26M to $35M.
Where does Santa Cruz Seaside Company Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Santa Cruz Seaside Company Profit Sharing and 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Santa Cruz Seaside Company Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hellmann Worldwide Logistics, Inc. 401(k) Plan in FL ($26M, 420 participants).
Which 401(k) plans cover a similar participant headcount to Santa Cruz Seaside Company Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fdf Energy Services, LLC 401(k) Plan in LA (321 participants, $9M 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 940841990.

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.