401(k) · DOL Form 5500 · 2022
Thomas Safran & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 213
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $55,970
- Avg per participant Low balance/head
Official DOL plan name: Thomas Safran & Associates 401(k) Plan · Sponsored by Thomas Safran & Associates, Inc. · California · Real Estate
$12M in assets, 213 participants
Thomas Safran & Associates, Inc.'s Thomas Safran & Associates 401(k) Plan reported $12M in total assets and 213 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.
- #4,197 in Real Estate (5,057 peers)
Coverage in California
Thomas Safran & Associates 401(k) Plan covers 213 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $12M.
- #4,197
- in Real Estate (5,057 peers)
- -7.2%
- assets change YoY
The plan reported a net loss of $921K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Thomas Safran & Associates 401(k) Plan's outsized position by total assets
Thomas Safran & Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,921,661 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Thomas Safran & Associates 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. Thomas Safran & Associates 401(k) Plan sits mid-pack in the medium band (213 participants).
Form 5500 schedule snapshot
Filing strip 953443236 · Thomas Safran & Associates, Inc. PY 2022 · 401(k)
Thomas Safran & Associates 401(k) Plan · $12M · 213 · 68th
- VS-ST $12M
- BOY 213
- SCH 68th
- EBSA 401(k)
- PART near Identity Group 401(k) Plan
- TYPE ind #4197
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 Real Estate retirement plans → · Plans in California →
Thomas Safran & Associates 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$921K |
| Employer EIN | 953443236 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thomas Safran & Associates, Inc.)
Sponsor-wide plan assets over time
All Thomas Safran & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 52.73609105308397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $12M |
| 2023 | 1 | 235 | $15M |
| 2024 | 1 | 247 | $18M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Thomas Safran & Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Identity Group 401(k) Plan in TN ($12M); by covered participants it is Atlantic Capital Bank 401(k) Plan in GA (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Identity Group 401(k) Plan (TN) $12M · 210
- Hgs 401(k) Retirement Plan (IL) $12M · 2,014
- Partnership for Public Service 401(k) Plan (DC) $12M · 108
- B&r Industrial Automation Corporation 401(k) Profit Sharing Plan (GA) $12M · 114
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Atlantic Capital Bank 401(k) Plan (GA) 213 · 0 off
- Systel Business Equipment Co., Inc. 401(k) Psp (NC) 213 · 0 off
- Lmb, Inc. 401(k) Plan (TX) 213 · 0 off
- The Road Machinery LLC Employee Thrift Pension Plan (AZ) 213 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.