401(k) · DOL Form 5500 · 2023

Sugar Bowl Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
162
Participants Small participant base
50th
Percentile by assets National rank
$40,630
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sugar Bowl 401(k) Plan · Sponsored by Sugar Bowl Corporation · California · Arts, Entertainment & Recreation

$7M in assets, 162 participants

Sugar Bowl Corporation's Sugar Bowl 401(k) Plan reported $7M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,011 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

Sugar Bowl 401(k) Plan covers 162 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $7M.

#2,011
in Arts, Entertainment & Recreation (2,945 peers)
+17.6%
assets growth YoY

Sugar Bowl 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Sugar Bowl 401(k) Plan vs every filed plan by assets

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

$6,581,989 Top 50% higher than 50% 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

Sugar Bowl 401(k) 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. Sugar Bowl 401(k) Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sugar Bowl 401(k) Plan reported participants rose from 44 in the plan year 2022 filing to 162 in the plan year 2023 filing.
  • Sugar Bowl 401(k) Plan reported net income rose from -$992K in the plan year 2022 filing to $986K in the plan year 2023 filing.
  • Sugar Bowl 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941753916 · Sugar Bowl Corporation PY 2023 · 401(k)

Sugar Bowl 401(k) Plan · $7M · 162 · 50th

  • PCT $7M
  • PCT 162
  • PCT 50th
  • PCT 401(k)
  • PCT near South Texas Spinal Clinic, P. a. 401(k) Plan
  • PCT ind #2011

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Sugar Bowl 401(k) Plan in the asset neighbourhood

Sugar Bowl 401(k) Plan$7MSouth Texas Spinal Clinic, P. a. 401(k) PlanSouth Texas Spinal Clinic, P…$7MBbcr & D 401(k) and Profit Sharing PlanBbcr & D 401(k) and Profit S…$7MHealthwell Foundation 401(k) PlanHealthwell Foundation 401(k)…$7MAudley Travel US, Inc. 401(k) Ps PlanAudley Travel US, Inc. 401(k…$7M
End-of-year total assets ($M) among Sugar Bowl 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$986K
Employer EIN941753916
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sugar Bowl Corporation)

Sponsor-wide plan assets over time

All Sugar Bowl Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 40.846871428967106% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.6M $7.88M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 44 $6M
2023 1 162 $7M
2024 1 196 $8M

Nearby 401(k) Plans in California

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

Sugar Bowl 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sugar Bowl 401(k) Plan, Total assets ($B): 0.006581989 · Participants: 162Sugar Bowl 401(k) 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
Sugar Bowl 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sugar Bowl 401(k) Plan side-by-side with 3 peers →

Sugar Bowl 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is South Texas Spinal Clinic, P. a. 401(k) Plan in TX ($7M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Sugar Bowl 401(k) Plan assets move in 2023? ▼
Sugar Bowl 401(k) Plan grew sharply - up 17.6% during 2023, from $6M to $7M. Reported net income was $986K.
How have Sugar Bowl Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sugar Bowl Corporation's sponsor-wide assets grew 40.8%, from $6M to $8M.
Which 401(k) plans are similar in size to Sugar Bowl 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Texas Spinal Clinic, P. a. 401(k) Plan in TX ($7M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Sugar Bowl 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 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 941753916.

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.