401(k) · DOL Form 5500 · 2023

Estepa Management 2 Inc 401(k) Plan

Data updated 2026-08-25

$654K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$327,167
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Estepa Management 2 Inc · California · Professional & Technical Services

$654K in assets, 2 participants

Estepa Management 2 Inc's Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust reported $654K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,071 in Professional & Technical Services (20,321 peers)

Estepa Management 2 Inc multi-year trail

Estepa Management 2 Inc's plans moved +65.1% in assets from 2022 to 2024; this filing shows Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust at $654K / 2 participants.

#3,071
in Professional & Technical Services (20,321 peers)
+33.5%
assets growth YoY

Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$654,333 20th percentile higher than 20% 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

Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$61K in the plan year 2022 filing to $164K in the plan year 2023 filing.
  • Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 4 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $490K in the plan year 2022 filing to $654K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 800327305 · Estepa Management 2 Inc PY 2023 · 401(k)

Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust · $654K · 2 · 20th

  • PHOTO $654K
  • PHOTO 2
  • PHOTO 20th
  • PHOTO 401(k)
  • PHOTO near Prosper Search Corp 401(k) Plan/Trust
  • PHOTO ind #3071

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 Professional & Technical Services retirement plans → · Plans in California →

Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Estepa Management 2 Inc 401(k) Profit Sharing Plan & TrustEstepa Management 2 Inc 401(…$654KProsper Search Corp 401(k) Plan/TrustProsper Search Corp 401(k) P…$654KInfopaginas 1081. 01(D) Plan$654KJemn Corp. 401(k) Plan$654KK2 Technical Services, Inc 401(k) PlanK2 Technical Services, Inc 4…$654K
End-of-year total assets ($M) among Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Estepa Management 2 Inc multi-year asset trail

Sponsor-wide plan assets over time

All Estepa Management 2 Inc plans reported in each filing year

Latest sponsor-wide plan assets
$810K 65.11421578625331% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.49M $0.81M ▲ +65.3%
Year Plans Participants Total Assets
2022 1 4 $490K
2023 1 2 $654K
2024 1 2 $810K

Estepa Management 2 Inc filing trail (2023)

Total Assets (Beginning of Year)$490K
Net Assets (End of Year)$654K
Net Income$164K
Employer EIN800327305
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000654333 · Participants: 2Estepa Management 2 Inc 401(k) Profit Sharing 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
Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Prosper Search Corp 401(k) Plan/Trust in TX ($654K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($654K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust surged - up 33.5% during 2023, from $490K to $654K. Reported net income was $164K.
How have Estepa Management 2 Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Estepa Management 2 Inc's sponsor-wide assets grew 65.1%, from $490K to $810K.
Where does Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Prosper Search Corp 401(k) Plan/Trust in TX ($654K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Estepa Management 2 Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 800327305.

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.