401(k) · DOL Form 5500 · 2022

Santa Rosa Associates, a General Partnership 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
44
Participants Small participant base
74th
Percentile by assets National rank
$371,076
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan · Sponsored by Santa Rosa Associates, a General Partnership · California · Healthcare & Social Assistance

$16M in assets, 44 participants

Santa Rosa Associates, a General Partnership's Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan reported $16M in total assets and 44 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.

  • #15,712 in Healthcare & Social Assistance (20,060 peers)

Santa Rosa Associates, a General Partnership multi-year trail

Santa Rosa Associates, a General Partnership's plans moved +10.4% in assets from 2022 to 2024; this filing shows Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan at $16M / 44 participants.

#15,712
in Healthcare & Social Assistance (20,060 peers)
-28.3%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan's outsized position by total assets

Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,327,348 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 Rosa Associates, a General Partnership 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan is a small filing (44 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 770069344 · Santa Rosa Associates, a General Partnership PY 2022 · 401(k)

Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan · $16M · 44 · 74th

  • RANK $16M
  • RANK 44
  • RANK 74th
  • RANK 401(k)
  • RANK near Sayers 401(k) Plan
  • RANK ind #15712

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 →

Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan in the asset neighbourhood

Santa Rosa Associates, a General Partnership 401(k) Profit Sharing PlanSanta Rosa Associates, a Gen…$16MSayers 401(k) Plan$16MFarallon Consulting, LLC 401(k) PlanFarallon Consulting, LLC 401…$16MFristam Pumps USA, Limited Partnership Retirement Savings PlanFristam Pumps USA, Limited P…$16MEyemart Express, LLC 401(k) PlanEyemart Express, LLC 401(k) …$16M
End-of-year total assets ($M) among Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Santa Rosa Associates, a General Partnership multi-year asset trail

Sponsor-wide plan assets over time

All Santa Rosa Associates, a General Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$18M 10.40592752723835% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $16.3M $18M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 44 $16M
2023 1 46 $16M
2024 1 52 $18M

Santa Rosa Associates, a General Partnership filing trail (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$16M
Net Income-$6M
Employer EIN770069344
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan, Total assets ($B): 0.016327348 · Participants: 44Santa Rosa Associates, a General Partnership 401(k) Profit Sharing 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 Rosa Associates, a General Partnership 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan side-by-side with 3 peers →

Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sayers 401(k) Plan in IL ($16M); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Rosa Associates, a General Partnership 401(k) Profit Sharing Plan assets move in 2022? ▼
Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan declined sharply - down 28.3% during 2022, from $23M to $16M. Reported net income was -$6M.
How have Santa Rosa Associates, a General Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Rosa Associates, a General Partnership's sponsor-wide assets grew 10.4%, from $16M to $18M.
Which 401(k) plans are similar in size to Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sayers 401(k) Plan in IL ($16M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants, $10M 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 770069344.

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.