401(k) · DOL Form 5500 · 2023

Orcal Management Corporation 401(k) Plan

Data updated 2026-08-25

$216K
Total assets Small plan by assets
12
Participants Small participant base
11th
Percentile by assets National rank
$17,963
Avg per participant Low balance/head
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Official DOL plan name: Orcal Management Corporation 401(k) Profit Sharing Plan & Trust · Sponsored by Orcal Management Corporation · California · Real Estate

$216K in assets, 12 participants

Orcal Management Corporation's Orcal Management Corporation 401(k) Profit Sharing Plan & Trust reported $216K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #808 in Real Estate (4,727 peers)

Orcal Management Corporation multi-year trail

Orcal Management Corporation's plans moved -43.5% in assets from 2022 to 2024; this filing shows Orcal Management Corporation 401(k) Profit Sharing Plan & Trust at $216K / 12 participants.

#808
in Real Estate (4,727 peers)
-48.5%
assets change YoY

The plan reported a net loss of $203K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orcal Management Corporation 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Orcal Management Corporation 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$215,557 11th percentile higher than 11% 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

Orcal Management Corporation 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. Orcal Management Corporation 401(k) Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orcal Management Corporation 401(k) Profit Sharing Plan & Trust reported net income fell from -$31K in the plan year 2022 filing to -$203K in the plan year 2023 filing.
  • Orcal Management Corporation 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $419K in the plan year 2022 filing to $216K in the plan year 2023 filing.
  • Orcal Management Corporation 401(k) Profit Sharing Plan & Trust reported participants fell from 15 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770358341 · Orcal Management Corporation PY 2023 · 401(k)

Orcal Management Corporation 401(k) Profit Sharing Plan & Trust · $216K · 12 · 11th

  • RANK $216K
  • RANK 12
  • RANK 11th
  • RANK 401(k)
  • RANK near Garnet Hill Ventures, Inc. 401(k) Profit Sharing Plan
  • RANK ind #808

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 →

Orcal Management Corporation 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Orcal Management Corporation 401(k) Profit Sharing Plan & TrustOrcal Management Corporation…$216KGarnet Hill Ventures, Inc. 401(k) Profit Sharing PlanGarnet Hill Ventures, Inc. 4…$216KSmith & Hawes, Ltd. 401(k) PlanSmith & Hawes, Ltd. 401(k) P…$216KSouth Texas Pizza Inc 401(k) PlanSouth Texas Pizza Inc 401(k)…$216KLong Bay Group, Inc. Retirement PlanLong Bay Group, Inc. Retirem…$216K
End-of-year total assets ($M) among Orcal Management Corporation 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Orcal Management Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Orcal Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$237K 43.5321280537887% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.42M $0.24M ▼ -42.9%
Year Plans Participants Total Assets
2022 1 15 $419K
2023 1 12 $216K
2024 1 1 $237K

Orcal Management Corporation filing trail (2023)

Total Assets (Beginning of Year)$419K
Net Assets (End of Year)$216K
Net Income-$203K
Employer EIN770358341
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Orcal Management Corporation 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 ($B) Participants Orcal Management Corporation 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000215557 · Participants: 12Orcal Management Corporation 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
Orcal Management Corporation 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Orcal Management Corporation 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Orcal Management Corporation 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 Garnet Hill Ventures, Inc. 401(k) Profit Sharing Plan in VA ($216K); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($216K here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Orcal Management Corporation 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Orcal Management Corporation 401(k) Profit Sharing Plan & Trust contracted severely - down 48.5% during 2023, from $419K to $216K. Reported net income was -$203K.
How have Orcal Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orcal Management Corporation's sponsor-wide assets declined 43.5%, from $419K to $237K.
Where does Orcal Management Corporation 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Orcal Management Corporation 401(k) Profit Sharing Plan & Trust ranks in the 11th 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 Orcal Management Corporation 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Garnet Hill Ventures, Inc. 401(k) Profit Sharing Plan in VA ($216K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Orcal Management Corporation 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 770358341.

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.