401(k) · DOL Form 5500 · 2023

Samuelson Brothers 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
6
Participants Small participant base
48th
Percentile by assets National rank
$987,497
Avg per participant High balance/head
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Official DOL plan name: Samuelson Brothers Employees Profit Sharing Plan · Sponsored by Samuelson Brothers · California · Real Estate

$6M in assets, 6 participants

Samuelson Brothers's Samuelson Brothers Employees Profit Sharing Plan reported $6M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,171 in Real Estate (4,727 peers)

Samuelson Brothers multi-year trail

Samuelson Brothers's plans moved -35.5% in assets from 2022 to 2024; this filing shows Samuelson Brothers Employees Profit Sharing Plan at $6M / 6 participants.

#3,171
in Real Estate (4,727 peers)
-2.9%
assets change YoY

The plan reported a net loss of $174K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Samuelson Brothers Employees Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Samuelson Brothers Employees Profit Sharing Plan vs every filed plan by assets

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

$5,924,984 48th percentile higher than 48% 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

Samuelson Brothers Employees Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samuelson Brothers Employees Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samuelson Brothers Employees Profit Sharing Plan reported net income rose from -$973K in the plan year 2022 filing to -$174K in the plan year 2023 filing.
  • Samuelson Brothers Employees Profit Sharing Plan reported participants fell from 8 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Samuelson Brothers Employees Profit Sharing Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951950225 · Samuelson Brothers PY 2023 · 401(k)

Samuelson Brothers Employees Profit Sharing Plan · $6M · 6 · 48th

  • TYPE $6M
  • TYPE 6
  • TYPE 48th
  • TYPE 401(k)
  • TYPE near Oregon Brewing Co. 401(k) Profit Sharing Plan
  • TYPE ind #3171

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 →

Samuelson Brothers Employees Profit Sharing Plan in the asset neighbourhood

Young Automotive Group 401(k) Plan & TrustYoung Automotive Group 401(k…$6MCommunity Capital Management, LLC 401(k) Profit Sharing Plan and TrustCommunity Capital Management…$6MSamuelson Brothers Employees Profit Sharing PlanSamuelson Brothers Employees…$6MOregon Brewing Co. 401(k) Profit Sharing PlanOregon Brewing Co. 401(k) Pr…$6MAutoland 401(k) Plan$6M
End-of-year total assets ($M) among Samuelson Brothers Employees Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Samuelson Brothers multi-year asset trail

Sponsor-wide plan assets over time

All Samuelson Brothers plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.51202111436066% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $6.1M $3.93M ▼ -35.6%
Year Plans Participants Total Assets
2022 1 8 $6M
2023 1 6 $6M
2024 1 6 $4M

Samuelson Brothers filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$174K
Employer EIN951950225
Plan Effective Date1965-06-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Samuelson Brothers Employees Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Samuelson Brothers Employees Profit Sharing Plan, Total assets ($B): 0.005924984 · Participants: 6Samuelson Brothers Employees Profit Sharing PlanWells 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
Samuelson Brothers Employees Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Samuelson Brothers Employees Profit Sharing Plan side-by-side with 3 peers →

Samuelson Brothers Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Oregon Brewing Co. 401(k) Profit Sharing Plan in OR ($6M); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Samuelson Brothers Employees Profit Sharing Plan assets move in 2023? ▼
Samuelson Brothers Employees Profit Sharing Plan edged down modestly - down 2.9% during 2023, from $6M to $6M. Reported net income was -$174K.
How have Samuelson Brothers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuelson Brothers's sponsor-wide assets declined 35.5%, from $6M to $4M.
Which 401(k) plans are similar in size to Samuelson Brothers Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oregon Brewing Co. 401(k) Profit Sharing Plan in OR ($6M, 219 participants).
Which 401(k) plans cover a similar participant headcount to Samuelson Brothers Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants, $1M 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 951950225.

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.