401(k) · DOL Form 5500 · 2023

College Track 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
210
Participants Below avg headcount
53rd
Percentile by assets National rank
$36,188
Avg per participant Low balance/head
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Official DOL plan name: College Track 401(k) · Sponsored by College Track · California · Educational Services

$8M in assets, 210 participants

College Track's College Track 401(k) reported $8M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,360 in Educational Services (3,735 peers)

Coverage in California

College Track 401(k) covers 210 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $8M.

#1,360
in Educational Services (3,735 peers)
+27.3%
assets growth YoY

College Track 401(k)'s mid-pack asset rank among Educational Services and all filers

College Track 401(k) vs every filed plan by assets

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

$7,599,512 Top 47% higher than 53% 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

College Track 401(k) 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. College Track 401(k) sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • College Track 401(k) reported net income rose from -$825K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • College Track 401(k) end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • College Track 401(k) reported participants rose from 178 in the plan year 2022 filing to 210 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943279613 · College Track PY 2023 · 401(k)

College Track 401(k) · $8M · 210 · 53rd

  • ASSETS $8M
  • ASSETS 210
  • ASSETS 53rd
  • ASSETS 401(k)
  • ASSETS near Andex Industries, Inc./Anthony & Company 401(k) Retirement Plan and Trust
  • ASSETS ind #1360

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 Educational Services retirement plans → · Plans in California →

College Track 401(k) in the asset neighbourhood

College Track 401(k)$8MAndex Industries, Inc./Anthony & Company 401(k) Retirement Plan and TrustAndex Industries, Inc./Antho…$8MNorthland Forest Products, Inc. Employees Profit Sharing Retirement PlanNorthland Forest Products, I…$8MNorthern Illinois Food Bank Retirement Savings PlanNorthern Illinois Food Bank …$8MFmc Profit Sharing Plan and TrustFmc Profit Sharing Plan and …$8M
End-of-year total assets ($M) among College Track 401(k) 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)$8M
Net Income$2M
Employer EIN943279613
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (College Track)

Sponsor-wide plan assets over time

All College Track plans reported in each filing year

Latest sponsor-wide plan assets
$10M 72.5980694263409% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.97M $10.3M ▲ +72.5%
Year Plans Participants Total Assets
2022 1 178 $6M
2023 1 210 $8M
2024 1 222 $10M

Nearby 401(k) Plans in California

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

College Track 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants College Track 401(k), Total assets ($B): 0.007599512 · Participants: 210College Track 401(k)Wells 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
College Track 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare College Track 401(k) side-by-side with 3 peers →

College Track 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Andex Industries, Inc./Anthony & Company 401(k) Retirement Plan and Trust in MI ($8M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 College Track 401(k) assets move in 2023? ▼
College Track 401(k) grew sharply - up 27.3% during 2023, from $6M to $8M. Reported net income was $2M.
How have College Track plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), College Track's sponsor-wide assets grew 72.6%, from $6M to $10M.
Which 401(k) plans are similar in size to College Track 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Andex Industries, Inc./Anthony & Company 401(k) Retirement Plan and Trust in MI ($8M, 101 participants).
Which 401(k) plans cover a similar participant headcount to College Track 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is B.E.a.T., LLC 401(k) Plan in TX (210 participants, $8M 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 943279613.

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.