401(k) · DOL Form 5500 · 2023

Sd & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
33rd
Percentile by assets National rank
$312,838
Avg per participant High balance/head
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Official DOL plan name: Sd & Associates, Inc. Profit Sharing 401(k) Plan · Sponsored by Sd & Associates, Inc. · California · Finance & Insurance

$3M in assets, 8 participants

Sd & Associates, Inc.'s Sd & Associates, Inc. Profit Sharing 401(k) Plan reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,032 in Finance & Insurance (8,869 peers)

Sd & Associates, Inc. multi-year trail

Sd & Associates, Inc.'s plans moved -73.5% in assets from 2022 to 2024; this filing shows Sd & Associates, Inc. Profit Sharing 401(k) Plan at $3M / 8 participants.

#2,032
in Finance & Insurance (8,869 peers)
+24.4%
assets growth YoY

Sd & Associates, Inc. Profit Sharing 401(k) Plan among the smaller filed plans by assets

Sd & Associates, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$2,502,707 33rd percentile higher than 33% 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

Sd & Associates, Inc. Profit Sharing 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sd & Associates, Inc. Profit Sharing 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sd & Associates, Inc. Profit Sharing 401(k) Plan reported net income rose from -$238K in the plan year 2022 filing to $491K in the plan year 2023 filing.
  • Sd & Associates, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sd & Associates, Inc. Profit Sharing 401(k) Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262907191 · Sd & Associates, Inc. PY 2023 · 401(k)

Sd & Associates, Inc. Profit Sharing 401(k) Plan · $3M · 8 · 33rd

  • PCT $3M
  • EIN 8
  • RANK 33rd
  • PHOTO 401(k)
  • IND near The Center for Neighborhood Technology 401(k) Plan
  • EOY ind #2032

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 Finance & Insurance retirement plans → · Plans in California →

Sd & Associates, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Sd & Associates, Inc. Profit Sharing 401(k) PlanSd & Associates, Inc. Profit…$3MThe Center for Neighborhood Technology 401(k) PlanThe Center for Neighborhood …$3MChristopher Community, Inc 403(b) PlanChristopher Community, Inc 4…$3MHgh Companies Incorporated 401(k) Profit Sharing PlanHgh Companies Incorporated 4…$3MDoug Andrus Distributing LLC 401(k) PlanDoug Andrus Distributing LLC…$3M
End-of-year total assets ($M) among Sd & Associates, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sd & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sd & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$534K 73.4648135168588% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.01M $0.53M ▼ -73.6%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 8 $3M
2024 1 7 $534K

Sd & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$491K
Employer EIN262907191
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sd & Associates, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sd & Associates, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.002502707 · Participants: 8Sd & Associates, Inc. Profit Sharing 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
Sd & Associates, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sd & Associates, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Sd & Associates, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Center for Neighborhood Technology 401(k) Plan in IL ($3M); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Sd & Associates, Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Sd & Associates, Inc. Profit Sharing 401(k) Plan grew sharply - up 24.4% during 2023, from $2M to $3M. Reported net income was $491K.
How have Sd & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sd & Associates, Inc.'s sponsor-wide assets declined 73.5%, from $2M to $534K.
Which 401(k) plans are similar in size to Sd & Associates, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Center for Neighborhood Technology 401(k) Plan in IL ($3M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Sd & Associates, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culshaw & Company LLC Employee Savings Plan in OR (8 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 262907191.

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.