401(k) · DOL Form 5500 · 2023

Atel Capital Group 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
46
Participants Small participant base
71st
Percentile by assets National rank
$394,844
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Atel Financial Services, LLC 401(k) Plan & Trust · Sponsored by Atel Capital Group · California · Real Estate

$18M in assets, 46 participants

Atel Capital Group's Atel Financial Services, LLC 401(k) Plan & Trust reported $18M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,032 in Real Estate (4,727 peers)

2023 asset change

Atel Financial Services, LLC 401(k) Plan & Trust grew at a solid clip 9.5% in 2023 ($17M → $18M) for 46 participants.

#4,032
in Real Estate (4,727 peers)
+9.5%
assets growth YoY

Atel Financial Services, LLC 401(k) Plan & Trust's outsized position by total assets

Atel Financial Services, LLC 401(k) Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,162,802 Top 29% higher than 71% of 127,068 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 2023

Atel Financial Services, LLC 401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atel Financial Services, LLC 401(k) Plan & Trust is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Atel Financial Services, LLC 401(k) Plan & Trust reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Atel Financial Services, LLC 401(k) Plan & Trust reported participants rose from 41 in the plan year 2022 filing to 46 in the plan year 2023 filing.
  • Atel Financial Services, LLC 401(k) Plan & Trust end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942441624 · Atel Capital Group PY 2023 · 401(k)

Atel Financial Services, LLC 401(k) Plan & Trust · $18M · 46 · 71st

  • EIN $18M
  • RANK 46
  • PHOTO 71st
  • IND 401(k)
  • EOY near Woodbolt Distribution 401(k) Plan
  • 5500 ind #4032

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 →

Atel Financial Services, LLC 401(k) Plan & Trust in the asset neighbourhood

Molecular Templates, Inc. 401(k) PlanMolecular Templates, Inc. 40…$18MAtel Financial Services, LLC 401(k) Plan & TrustAtel Financial Services, LLC…$18MWoodbolt Distribution 401(k) PlanWoodbolt Distribution 401(k)…$18MRadius Global Marketing Research LLC 401(k)Radius Global Marketing Rese…$18MI.U.P.a.T Local 447 Deferred Savings PlanI.U.P.a.T Local 447 Deferred…$18M
End-of-year total assets ($M) among Atel Financial Services, LLC 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Atel Capital Group years around the 2023 move

Sponsor-wide plan assets over time

All Atel Capital Group plans reported in each filing year

Latest sponsor-wide plan assets
$18M 8.87628921407186% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M$18M$18.5M 202220232024 $16.6M $18.1M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 41 $17M
2023 1 46 $18M
2024 1 42 $18M

2023 asset-move particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN942441624
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Atel Financial Services, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Atel Financial Services, LLC 401(k) Plan & Trust, Total assets ($B): 0.018162802 · Participants: 46Atel Financial Services, LLC 401(k) Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Atel Financial Services, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Atel Financial Services, LLC 401(k) Plan & Trust side-by-side with 3 peers →

Atel Financial Services, LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Woodbolt Distribution 401(k) Plan in TX ($18M); by covered participants it is Savant Learning Systems, Inc. 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Atel Financial Services, LLC 401(k) Plan & Trust assets move in 2023? ▼
Atel Financial Services, LLC 401(k) Plan & Trust grew at a solid clip - up 9.5% during 2023, from $17M to $18M. Reported net income was $2M.
How have Atel Capital Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atel Capital Group's sponsor-wide assets grew 8.9%, from $17M to $18M.
Which 401(k) plans are similar in size to Atel Financial Services, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Woodbolt Distribution 401(k) Plan in TX ($18M, 350 participants).
Which 401(k) plans cover a similar participant headcount to Atel Financial Services, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Savant Learning Systems, Inc. 401(k) Plan in TN (46 participants, $857K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942441624.

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.