401(k) · DOL Form 5500 · 2022
The Santa Lucia Preserve Co. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 166
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $46,841
- Avg per participant Low balance/head
Official DOL plan name: The Santa Lucia Preserve Co. 401(k) Plan · Sponsored by The Santa Lucia Preserve Co. · California · Real Estate
$8M in assets, 166 participants
The Santa Lucia Preserve Co.'s The Santa Lucia Preserve Co. 401(k) Plan reported $8M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #3,838 in Real Estate (5,057 peers)
Coverage in California
The Santa Lucia Preserve Co. 401(k) Plan covers 166 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $8M.
- #3,838
- in Real Estate (5,057 peers)
- -6.8%
- assets change YoY
The plan reported a net loss of $569K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Santa Lucia Preserve Co. 401(k) Plan's mid-pack asset rank among Real Estate and all filers
The Santa Lucia Preserve Co. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,775,579 Top 40% higher than 60% 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
The Santa Lucia Preserve Co. 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. The Santa Lucia Preserve Co. 401(k) Plan sits mid-pack in the medium band (166 participants).
Form 5500 schedule snapshot
Filing strip 261261408 · The Santa Lucia Preserve Co. PY 2022 · 401(k)
The Santa Lucia Preserve Co. 401(k) Plan · $8M · 166 · 60th
- EIN $8M
- EIN 166
- EIN 60th
- EIN 401(k)
- EIN near Benson Enterprises, Inc Profit Sharing and 401(k) Plan
- EIN ind #3838
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 →
The Santa Lucia Preserve Co. 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$569K |
| Employer EIN | 261261408 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Santa Lucia Preserve Co.)
Sponsor-wide plan assets over time
All The Santa Lucia Preserve Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 7.894125955121798% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $8M |
| 2023 | 1 | 172 | $8M |
| 2024 | 1 | 187 | $8M |
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
The Santa Lucia Preserve Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Benson Enterprises, Inc Profit Sharing and 401(k) Plan in TX ($8M); by covered participants it is Client Solution Architects, LLC 401(k) Plan in PA (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (166 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.