401(k) · DOL Form 5500 · 2023

Saticoy Lemon Association 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
195
Participants Below avg headcount
71st
Percentile by assets National rank
$92,933
Avg per participant Below avg balance/head
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Official DOL plan name: Saticoy Lemon Association 401(k) / Profit Sharing Plan · Sponsored by Saticoy Lemon Association · California · Agriculture, Forestry & Fishing

$18M in assets, 195 participants

Saticoy Lemon Association's Saticoy Lemon Association 401(k) / Profit Sharing Plan reported $18M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,007 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in California

Saticoy Lemon Association 401(k) / Profit Sharing Plan covers 195 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $18M.

#1,007
in Agriculture, Forestry & Fishing (1,288 peers)
+14.9%
assets growth YoY

Saticoy Lemon Association 401(k) / Profit Sharing Plan's outsized position by total assets

Saticoy Lemon Association 401(k) / Profit Sharing Plan vs every filed plan by assets

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

$18,121,981 Top 29% higher than 71% 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

Saticoy Lemon Association 401(k) / Profit Sharing 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. Saticoy Lemon Association 401(k) / Profit Sharing Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saticoy Lemon Association 401(k) / Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Saticoy Lemon Association 401(k) / Profit Sharing Plan reported participants fell from 230 in the plan year 2022 filing to 195 in the plan year 2023 filing.
  • Saticoy Lemon Association 401(k) / Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951193510 · Saticoy Lemon Association PY 2023 · 401(k)

Saticoy Lemon Association 401(k) / Profit Sharing Plan · $18M · 195 · 71st

  • EBSA $18M
  • PART 195
  • TYPE 71st
  • NET 401(k)
  • BOOK near Stonebridge Hospitality Associates, LLC 401(k) Plan
  • VS-ST ind #1007

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Saticoy Lemon Association 401(k) / Profit Sharing Plan in the asset neighbourhood

Studio Gang Architects, Ltd. Employees' Savings PlanStudio Gang Architects, Ltd.…$18MSaticoy Lemon Association 401(k) / Profit Sharing PlanSaticoy Lemon Association 40…$18MStonebridge Hospitality Associates, LLC 401(k) PlanStonebridge Hospitality Asso…$18MFirst Community Bank Profit Sharing PlanFirst Community Bank Profit …$18MPhase2 Technology LLC 401(k) Profit Sharing Plan and TrustPhase2 Technology LLC 401(k)…$18M
End-of-year total assets ($M) among Saticoy Lemon Association 401(k) / Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN951193510
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saticoy Lemon Association)

Sponsor-wide plan assets over time

All Saticoy Lemon Association plans reported in each filing year

Latest sponsor-wide plan assets
$20M 26.592539950513157% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.8M $20M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 230 $16M
2023 1 195 $18M
2024 1 255 $20M

Nearby 401(k) Plans in California

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

Saticoy Lemon Association 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 ($B) Participants Saticoy Lemon Association 401(k) / Profit Sharing Plan, Total assets ($B): 0.018121981 · Participants: 195Saticoy Lemon Association 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
Saticoy Lemon Association 401(k) / Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Saticoy Lemon Association 401(k) / Profit Sharing Plan side-by-side with 3 peers →

Saticoy Lemon Association 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 Stonebridge Hospitality Associates, LLC 401(k) Plan in CO ($18M); by covered participants it is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Saticoy Lemon Association 401(k) / Profit Sharing Plan assets move in 2023? ▼
Saticoy Lemon Association 401(k) / Profit Sharing Plan grew at a solid clip - up 14.9% during 2023, from $16M to $18M. Reported net income was $2M.
How have Saticoy Lemon Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saticoy Lemon Association's sponsor-wide assets grew 26.6%, from $16M to $20M.
Which 401(k) plans are similar in size to Saticoy Lemon Association 401(k) / Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stonebridge Hospitality Associates, LLC 401(k) Plan in CO ($18M, 1,659 participants).
Which 401(k) plans cover a similar participant headcount to Saticoy Lemon Association 401(k) / Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants, $29M 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 951193510.

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.