401(k) · DOL Form 5500 · 2023

Globeflex Capital, L.P. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
25
Participants Small participant base
57th
Percentile by assets National rank
$377,526
Avg per participant High balance/head
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Official DOL plan name: Globeflex Capital, L.P. 401(k) Profit Sharing Plan · Sponsored by Globeflex Capital, L.P. · California · Finance & Insurance

$9M in assets, 25 participants

Globeflex Capital, L.P.'s Globeflex Capital, L.P. 401(k) Profit Sharing Plan reported $9M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,729 in Finance & Insurance (8,869 peers)

Globeflex Capital, L.P. multi-year trail

Globeflex Capital, L.P.'s plans moved +34.0% in assets from 2022 to 2024; this filing shows Globeflex Capital, L.P. 401(k) Profit Sharing Plan at $9M / 25 participants.

#3,729
in Finance & Insurance (8,869 peers)
+17.1%
assets growth YoY

Globeflex Capital, L.P. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Globeflex Capital, L.P. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,438,154 Top 43% higher than 57% 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

Globeflex Capital, L.P. 401(k) Profit Sharing 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. Globeflex Capital, L.P. 401(k) Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Globeflex Capital, L.P. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Globeflex Capital, L.P. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Globeflex Capital, L.P. 401(k) Profit Sharing Plan reported participants fell from 28 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330597629 · Globeflex Capital, L.P. PY 2023 · 401(k)

Globeflex Capital, L.P. 401(k) Profit Sharing Plan · $9M · 25 · 57th

  • SCH $9M
  • SCH 25
  • SCH 57th
  • SCH 401(k)
  • SCH near Bethesda 401(k) Plan
  • SCH ind #3729

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 Finance & Insurance retirement plans → · Plans in California →

Globeflex Capital, L.P. 401(k) Profit Sharing Plan in the asset neighbourhood

Globeflex Capital, L.P. 401(k) Profit Sharing PlanGlobeflex Capital, L.P. 401(…$9MBethesda 401(k) Plan$9MLabyrinth Solutions, Inc. 401(k) PlanLabyrinth Solutions, Inc. 40…$9MRevitalize Capital, LLC 401(k) PlanRevitalize Capital, LLC 401(…$9MKelley Galloway Smith Goolsby, Psc 401(k) PlanKelley Galloway Smith Goolsb…$9M
End-of-year total assets ($M) among Globeflex Capital, L.P. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Globeflex Capital, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Globeflex Capital, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.97935068155254% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.06M $10.8M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 28 $8M
2023 1 25 $9M
2024 1 26 $11M

Globeflex Capital, L.P. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN330597629
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Globeflex Capital, L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Globeflex Capital, L.P. 401(k) Profit Sharing Plan, Total assets ($B): 0.009438154 · Participants: 25Globeflex Capital, L.P. 401(k) 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
Globeflex Capital, L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Globeflex Capital, L.P. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Globeflex Capital, L.P. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bethesda 401(k) Plan in MN ($9M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Globeflex Capital, L.P. 401(k) Profit Sharing Plan assets move in 2023? ▼
Globeflex Capital, L.P. 401(k) Profit Sharing Plan grew sharply - up 17.1% during 2023, from $8M to $9M. Reported net income was $1M.
How have Globeflex Capital, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Globeflex Capital, L.P.'s sponsor-wide assets grew 34.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Globeflex Capital, L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bethesda 401(k) Plan in MN ($9M, 329 participants).
Which 401(k) plans cover a similar participant headcount to Globeflex Capital, L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 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 330597629.

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.