401(k) · DOL Form 5500 · 2023
Sgpa Planning and Architecture San Diego Dba Sgpa 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $244,185
- Avg per participant Above avg balance/head
Official DOL plan name: Sgpa Architecture and Planning Employee Savings and Protection Plan · Sponsored by Sgpa Planning and Architecture San Diego Dba Sgpa · California · Professional & Technical Services
$8M in assets, 34 participants
Sgpa Planning and Architecture San Diego Dba Sgpa's Sgpa Architecture and Planning Employee Savings and Protection Plan reported $8M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #10,783 in Professional & Technical Services (20,321 peers)
Sgpa Planning and Architecture San Diego Dba Sgpa multi-year trail
Sgpa Planning and Architecture San Diego Dba Sgpa's plans moved +37.3% in assets from 2022 to 2024; this filing shows Sgpa Architecture and Planning Employee Savings and Protection Plan at $8M / 34 participants.
- #10,783
- in Professional & Technical Services (20,321 peers)
- +22.0%
- assets growth YoY
Sgpa Architecture and Planning Employee Savings and Protection Plan's mid-pack asset rank among Professional & Technical Services and all filers
Sgpa Architecture and Planning Employee Savings and Protection Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,302,293 Top 45% higher than 55% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sgpa Architecture and Planning Employee Savings and Protection Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sgpa Architecture and Planning Employee Savings and Protection Plan is a small filing (34 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sgpa Architecture and Planning Employee Savings and Protection Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Sgpa Architecture and Planning Employee Savings and Protection Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Sgpa Architecture and Planning Employee Savings and Protection Plan reported participants fell from 36 in the plan year 2022 filing to 34 in the plan year 2023 filing.
DOL schedule card
Filing strip 953571062 · Sgpa Planning and Architecture San Diego Dba Sgpa PY 2023 · 401(k)
Sgpa Architecture and Planning Employee Savings and Protection Plan · $8M · 34 · 55th
- BOOK $8M
- BOOK 34
- BOOK 55th
- BOOK 401(k)
- BOOK near Lean Techniques Inc 401(k) Plan
- BOOK ind #10783
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 →
Sgpa Architecture and Planning Employee Savings and Protection Plan in the asset neighbourhood
Sgpa Planning and Architecture San Diego Dba Sgpa multi-year asset trail
Sponsor-wide plan assets over time
All Sgpa Planning and Architecture San Diego Dba Sgpa plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 37.312744658681986% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $7M |
| 2023 | 1 | 34 | $8M |
| 2024 | 1 | 34 | $9M |
Sgpa Planning and Architecture San Diego Dba Sgpa filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 953571062 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
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 $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Sgpa Architecture and Planning Employee Savings and Protection Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Lean Techniques Inc 401(k) Plan in IA ($8M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Lean Techniques Inc 401(k) Plan (IA) $8M · 107
- Harbor Healthcare System 401(k) Plan (TX) $8M · 1,176
- Mta, Inc. 401(k) Savings Plan (AL) $8M · 51
- Brc Rubber Group, Inc. 401(k) Plan (IN) $8M · 368
Similar participant headcount
Nearest other-state filings by covered participants (34 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.