401(k) · DOL Form 5500 · 2023

Francisca Club 401(k) Plan

Data updated 2026-08-25

$404K
Total assets Small plan by assets
59
Participants Small participant base
16th
Percentile by assets National rank
$6,839
Avg per participant Low balance/head
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Official DOL plan name: Francisca Club 401(k) Profit Sharing Plan & Trust · Sponsored by Francisca Club · California · Other Services

$404K in assets, 59 participants

Francisca Club's Francisca Club 401(k) Profit Sharing Plan & Trust reported $404K in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,759 in Other Services (7,857 peers)

Francisca Club multi-year trail

Francisca Club's plans moved +25.5% in assets from 2023 to 2024; this filing shows Francisca Club 401(k) Profit Sharing Plan & Trust at $404K / 59 participants.

#2,759
in Other Services (7,857 peers)
+38.1%
assets growth YoY

Francisca Club 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Francisca Club 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$403,528 16th percentile higher than 16% 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

Francisca Club 401(k) Profit Sharing 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. Francisca Club 401(k) Profit Sharing Plan & Trust is a small filing (59 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 940484930 · Francisca Club PY 2023 · 401(k)

Francisca Club 401(k) Profit Sharing Plan & Trust · $404K · 59 · 16th

  • SCH $404K
  • SCH 59
  • SCH 16th
  • SCH 401(k)
  • SCH near Carter Clarus 401(k) Profit Sharing Plan
  • SCH ind #2759

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 Other Services retirement plans → · Plans in California →

Francisca Club 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Francisca Club 401(k) Profit Sharing Plan & TrustFrancisca Club 401(k) Profit…$404KCarter Clarus 401(k) Profit Sharing PlanCarter Clarus 401(k) Profit …$404KWindsor Door Union Retirement Savings PlanWindsor Door Union Retiremen…$403KJms Elec. Constr., Inc 401(k) Profit Sharing PlanJms Elec. Constr., Inc 401(k…$403KHands Thru US Home Care Inc. 401(k) PlanHands Thru US Home Care Inc.…$403K
End-of-year total assets ($M) among Francisca Club 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Francisca Club multi-year asset trail

Sponsor-wide plan assets over time

All Francisca Club plans reported in each filing year

Latest sponsor-wide plan assets
$506K 25.485220356456058% vs 2023
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M 20232024 $0.4M $0.51M ▲ +27.5%
Year Plans Participants Total Assets
2023 1 59 $404K
2024 1 65 $506K

Francisca Club filing trail (2023)

Total Assets (Beginning of Year)$292K
Net Assets (End of Year)$404K
Net Income$111K
Employer EIN940484930
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Francisca Club 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 ($B) Participants Francisca Club 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000403528 · Participants: 59Francisca Club 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
Francisca Club 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Francisca Club 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Francisca Club 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 Carter Clarus 401(k) Profit Sharing Plan in NY ($404K); by covered participants it is Pretzels, Inc. 401(k) in IN (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Francisca Club 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Francisca Club 401(k) Profit Sharing Plan & Trust surged - up 38.1% during 2023, from $292K to $404K. Reported net income was $111K.
How have Francisca Club plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Francisca Club's sponsor-wide assets grew 25.5%, from $404K to $506K.
Where does Francisca Club 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Francisca Club 401(k) Profit Sharing Plan & Trust ranks in the 16th 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 Francisca Club 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Carter Clarus 401(k) Profit Sharing Plan in NY ($404K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Francisca Club 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) in IN (59 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 940484930.

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.