401(k) · DOL Form 5500 · 2022

Santa Cruz Bicycles, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
301
Participants Below avg headcount
74th
Percentile by assets National rank
$53,058
Avg per participant Low balance/head
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Official DOL plan name: Santa Cruz Bicycles 401(k) Plan · Sponsored by Santa Cruz Bicycles, Inc. · California · Wholesale Trade

$16M in assets, 301 participants

Santa Cruz Bicycles, Inc.'s Santa Cruz Bicycles 401(k) Plan reported $16M in total assets and 301 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,773 in Wholesale Trade (6,843 peers)

Coverage in California

Santa Cruz Bicycles 401(k) Plan covers 301 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $16M.

#4,773
in Wholesale Trade (6,843 peers)
-4.7%
assets change YoY

The plan reported a net loss of $795K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Santa Cruz Bicycles 401(k) Plan's outsized position by total assets

Santa Cruz Bicycles 401(k) Plan vs every filed plan by assets

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

$15,970,520 Top 26% higher than 74% 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 Bicycles 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 Bicycles 401(k) Plan sits mid-pack in the medium band (301 participants).

Plan-year Form 5500 strip

Filing strip 770409360 · Santa Cruz Bicycles, Inc. PY 2022 · 401(k)

Santa Cruz Bicycles 401(k) Plan · $16M · 301 · 74th

  • IND $16M
  • IND 301
  • IND 74th
  • IND 401(k)
  • IND near North Coast Sea-Foods, Corp. 401(k) Plan
  • IND ind #4773

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 Wholesale Trade retirement plans → · Plans in California →

Santa Cruz Bicycles 401(k) Plan in the asset neighbourhood

Santa Cruz Bicycles 401(k) PlanSanta Cruz Bicycles 401(k) P…$16MNorth Coast Sea-Foods, Corp. 401(k) PlanNorth Coast Sea-Foods, Corp.…$16MBt Holdings, Inc. ESOP W/401(k) ProvisionsBt Holdings, Inc. ESOP W/401…$16MRichard C. Mather D.V.M.,Inc. 401(k) Profit Sharing PlanRichard C. Mather D.V.M.,Inc…$16MAbell Retirement Plan and TrustAbell Retirement Plan and Tr…$16M
End-of-year total assets ($M) among Santa Cruz Bicycles 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$16M
Net Income-$795K
Employer EIN770409360
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Cruz Bicycles, Inc.)

Sponsor-wide plan assets over time

All Santa Cruz Bicycles, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 41.126193762006494% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16M $22.5M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 301 $16M
2023 1 377 $21M
2024 1 315 $23M

Nearby 401(k) Plans in California

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

Santa Cruz Bicycles 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Santa Cruz Bicycles 401(k) Plan, Total assets ($B): 0.01597052 · Participants: 301Santa Cruz Bicycles 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 Bicycles 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Cruz Bicycles 401(k) Plan side-by-side with 3 peers →

Santa Cruz Bicycles 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is North Coast Sea-Foods, Corp. 401(k) Plan in MA ($16M); by covered participants it is Norway Savings Bank 401(k) Plan in ME (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Bicycles 401(k) Plan assets move in 2022? ▼
Santa Cruz Bicycles 401(k) Plan edged down modestly - down 4.7% during 2022, from $17M to $16M. Reported net income was -$795K.
How have Santa Cruz Bicycles, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Cruz Bicycles, Inc.'s sponsor-wide assets grew 41.1%, from $16M to $23M.
Which 401(k) plans are similar in size to Santa Cruz Bicycles 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Coast Sea-Foods, Corp. 401(k) Plan in MA ($16M, 323 participants).
Which 401(k) plans cover a similar participant headcount to Santa Cruz Bicycles 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Norway Savings Bank 401(k) Plan in ME (301 participants, $43M 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 770409360.

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.