401(k) · DOL Form 5500 · 2023

Cypress Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
112
Participants Small participant base
68th
Percentile by assets National rank
$139,031
Avg per participant Near avg balance/head
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Official DOL plan name: Cypress Holdings, Inc. Salary Deferral Plan · Sponsored by Cypress Holdings, Inc. · California · Retail Trade

$16M in assets, 112 participants

Cypress Holdings, Inc.'s Cypress Holdings, Inc. Salary Deferral Plan reported $16M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,610 in Retail Trade (8,414 peers)

Coverage in California

Cypress Holdings, Inc. Salary Deferral Plan covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $16M.

#6,610
in Retail Trade (8,414 peers)
+5.6%
assets growth YoY

Cypress Holdings, Inc. Salary Deferral Plan's outsized position by total assets

Cypress Holdings, Inc. Salary Deferral Plan vs every filed plan by assets

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

$15,571,441 Top 32% higher than 68% 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

Cypress Holdings, Inc. Salary Deferral Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cypress Holdings, Inc. Salary Deferral Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cypress Holdings, Inc. Salary Deferral Plan reported net income rose from -$3M in the plan year 2022 filing to $821K in the plan year 2023 filing.
  • Cypress Holdings, Inc. Salary Deferral Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942938727 · Cypress Holdings, Inc. PY 2023 · 401(k)

Cypress Holdings, Inc. Salary Deferral Plan · $16M · 112 · 68th

  • ASSETS $16M
  • PCT 112
  • EIN 68th
  • RANK 401(k)
  • PHOTO near Brixey & Meyer, Inc. 401(k) Profit Sharing Plan
  • IND ind #6610

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 Retail Trade retirement plans → · Plans in California →

Cypress Holdings, Inc. Salary Deferral Plan in the asset neighbourhood

Cypress Holdings, Inc. Salary Deferral PlanCypress Holdings, Inc. Salar…$16MBrixey & Meyer, Inc. 401(k) Profit Sharing PlanBrixey & Meyer, Inc. 401(k) …$16MLogic 20/20 401(k) Profit Sharing Plan and TrustLogic 20/20 401(k) Profit Sh…$16MHeartland Credit Union Capital Accumulation PlanHeartland Credit Union Capit…$16MConifer Holdings, Inc. 401(k) PlanConifer Holdings, Inc. 401(k…$16M
End-of-year total assets ($M) among Cypress Holdings, Inc. Salary Deferral Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$821K
Employer EIN942938727
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cypress Holdings, Inc.)

Sponsor-wide plan assets over time

All Cypress Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 21.377188293954415% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $14.8M $17.9M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 112 $15M
2023 1 112 $16M
2024 1 136 $18M

Nearby 401(k) Plans in California

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

Cypress Holdings, Inc. Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cypress Holdings, Inc. Salary Deferral Plan, Total assets ($B): 0.015571441 · Participants: 112Cypress Holdings, Inc. Salary Deferral 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
Cypress Holdings, Inc. Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants

Cypress Holdings, Inc. Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Brixey & Meyer, Inc. 401(k) Profit Sharing Plan in OH ($16M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Cypress Holdings, Inc. Salary Deferral Plan assets move in 2023?
Cypress Holdings, Inc. Salary Deferral Plan grew at a solid clip - up 5.6% during 2023, from $15M to $16M. Reported net income was $821K.
How have Cypress Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cypress Holdings, Inc.'s sponsor-wide assets grew 21.4%, from $15M to $18M.
Which 401(k) plans are similar in size to Cypress Holdings, Inc. Salary Deferral Plan?
Among 401(k) plans in other states, the closest by assets is Brixey & Meyer, Inc. 401(k) Profit Sharing Plan in OH ($16M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Cypress Holdings, Inc. Salary Deferral Plan?
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 participants, N/A in assets).