401(k) · DOL Form 5500 · 2023

South 49 Holdings, Ltd. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
133
Participants Small participant base
62nd
Percentile by assets National rank
$86,166
Avg per participant Below avg balance/head
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Official DOL plan name: South 49 Holdings Ltd. 401(k) Plan · Sponsored by South 49 Holdings, Ltd. · California · Utilities

$11M in assets, 133 participants

South 49 Holdings, Ltd.'s South 49 Holdings Ltd. 401(k) Plan reported $11M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #192 in Utilities (721 peers)

Coverage in California

South 49 Holdings Ltd. 401(k) Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $11M.

#192
in Utilities (721 peers)
+8.3%
assets growth YoY

South 49 Holdings Ltd. 401(k) Plan's mid-pack asset rank among Utilities and all filers

South 49 Holdings Ltd. 401(k) Plan vs every filed plan by assets

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

$11,460,119 Top 38% higher than 62% 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

South 49 Holdings Ltd. 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. South 49 Holdings Ltd. 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • South 49 Holdings Ltd. 401(k) Plan reported net income rose from -$850K in the plan year 2022 filing to $880K in the plan year 2023 filing.
  • South 49 Holdings Ltd. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • South 49 Holdings Ltd. 401(k) Plan reported participants rose from 123 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 352633428 · South 49 Holdings, Ltd. PY 2023 · 401(k)

South 49 Holdings Ltd. 401(k) Plan · $11M · 133 · 62nd

  • EOY $11M
  • EOY 133
  • EOY 62nd
  • EOY 401(k)
  • EOY near Bay Corrugated Container Employees' Retirement Plan and Trust
  • EOY ind #192

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 Utilities retirement plans → · Plans in California →

South 49 Holdings Ltd. 401(k) Plan in the asset neighbourhood

South 49 Holdings Ltd. 401(k) PlanSouth 49 Holdings Ltd. 401(k…$11MBay Corrugated Container Employees' Retirement Plan and TrustBay Corrugated Container Emp…$11MTelarus 401(k) Profit Sharing PlanTelarus 401(k) Profit Sharin…$11MAccurate Technologies Inc. 401(k) PlanAccurate Technologies Inc. 4…$11MValley Sales, Inc. Retirement PlanValley Sales, Inc. Retiremen…$11M
End-of-year total assets ($M) among South 49 Holdings Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$880K
Employer EIN352633428
Plan Effective Date2018-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South 49 Holdings, Ltd.)

Sponsor-wide plan assets over time

All South 49 Holdings, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 23.83664196425567% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.6M $13.1M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 123 $11M
2023 1 133 $11M
2024 1 132 $13M

Nearby 401(k) Plans in California

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

South 49 Holdings Ltd. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants South 49 Holdings Ltd. 401(k) Plan, Total assets ($B): 0.011460119 · Participants: 133South 49 Holdings Ltd. 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
South 49 Holdings Ltd. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare South 49 Holdings Ltd. 401(k) Plan side-by-side with 3 peers →

South 49 Holdings Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bay Corrugated Container Employees' Retirement Plan and Trust in MI ($11M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 South 49 Holdings Ltd. 401(k) Plan assets move in 2023? ▼
South 49 Holdings Ltd. 401(k) Plan grew at a solid clip - up 8.3% during 2023, from $11M to $11M. Reported net income was $880K.
How have South 49 Holdings, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South 49 Holdings, Ltd.'s sponsor-wide assets grew 23.8%, from $11M to $13M.
Which 401(k) plans are similar in size to South 49 Holdings Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bay Corrugated Container Employees' Retirement Plan and Trust in MI ($11M, 232 participants).
Which 401(k) plans cover a similar participant headcount to South 49 Holdings Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 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 352633428.

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.