401(k) · DOL Form 5500 · 2023
Social Model Recovery Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 200
- Participants Below avg headcount
- 39th
- Percentile by assets National rank
- $18,697
- Avg per participant Low balance/head
Official DOL plan name: The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc. · Sponsored by Social Model Recovery Systems, Inc. · California · Healthcare & Social Assistance
$4M in assets, 200 participants
Social Model Recovery Systems, Inc.'s The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc. reported $4M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,310 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc. covers 200 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $4M.
- #7,310
- in Healthcare & Social Assistance (17,684 peers)
- +17.1%
- assets growth YoY
The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,739,309 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc. 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. The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc. sits mid-pack in the medium band (200 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc. reported net income rose from -$927K in the plan year 2022 filing to $545K in the plan year 2023 filing.
- The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc. reported participants rose from 183 in the plan year 2022 filing to 200 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 954079133 · Social Model Recovery Systems, Inc. PY 2023 · 401(k)
The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc. · $4M · 200 · 39th
- BOOK $4M
- VS-ST 200
- BOY 39th
- SCH 401(k)
- EBSA near Leonardo Jewelers 401(k) Plan
- PART ind #7310
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 Healthcare & Social Assistance retirement plans → · Plans in California →
The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc. in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $545K |
| Employer EIN | 954079133 |
| Plan Effective Date | 1998-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Social Model Recovery Systems, Inc.)
Sponsor-wide plan assets over time
All Social Model Recovery Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 25.154878532902377% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 183 | $3M |
| 2023 | 1 | 200 | $4M |
| 2024 | 1 | 235 | $4M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Leonardo Jewelers 401(k) Plan in NJ ($4M); by covered participants it is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Leonardo Jewelers 401(k) Plan (NJ) $4M · 24
- Team Services, LLC 401(k) P/S Plan (LA) $4M · 104
- Sprung Memorial Group, Inc. 401(k) Plan (NY) $4M · 80
- Holland Special Delivery 401(k) Plan (MI) $4M · 204
Similar participant headcount
Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.
- Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan (IL) 200 · 0 off
- Sjo Kids, Inc. 401(k) Plan (OH) 200 · 0 off
- Trafigura Trading LLC Retirement Savings Plan (TX) 200 · 0 off
- Diamond Residential Mortgage Corporation 401(k) Plan (IL) 200 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.