401(k) · DOL Form 5500 · 2023

California Northstate University LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
260
Participants Below avg headcount
61st
Percentile by assets National rank
$42,940
Avg per participant Low balance/head
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Official DOL plan name: California Northstate University LLC 401(k) Profit Sharing Plan · Sponsored by California Northstate University LLC · California · Educational Services

$11M in assets, 260 participants

California Northstate University LLC's California Northstate University LLC 401(k) Profit Sharing Plan reported $11M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,649 in Educational Services (3,735 peers)

Coverage in California

California Northstate University LLC 401(k) Profit Sharing Plan covers 260 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $11M.

#1,649
in Educational Services (3,735 peers)
+30.9%
assets growth YoY

California Northstate University LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

California Northstate University LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,164,370 Top 39% higher than 61% 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

California Northstate University LLC 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. California Northstate University LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Northstate University LLC 401(k) Profit Sharing Plan reported net income rose from -$713K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • California Northstate University LLC 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • California Northstate University LLC 401(k) Profit Sharing Plan reported participants rose from 237 in the plan year 2022 filing to 260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 900781371 · California Northstate University LLC PY 2023 · 401(k)

California Northstate University LLC 401(k) Profit Sharing Plan · $11M · 260 · 61st

  • PCT $11M
  • PCT 260
  • PCT 61st
  • PCT 401(k)
  • PCT near Allies, Inc. 401(k) Plan
  • PCT ind #1649

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 →

California Northstate University LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Davis & Company 401(k) Plan$11MCalifornia Northstate University LLC 401(k) Profit Sharing PlanCalifornia Northstate Univer…$11MAllies, Inc. 401(k) Plan$11MSouthwest Florida Enterprises 401(k) PlanSouthwest Florida Enterprise…$11MTutera Group Inc. 401(k) Retirement PlanTutera Group Inc. 401(k) Ret…$11M
End-of-year total assets ($M) among California Northstate University LLC 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)$9M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN900781371
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Northstate University LLC)

Sponsor-wide plan assets over time

All California Northstate University LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 49.67634468432159% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.53M $12.8M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 237 $9M
2023 1 260 $11M
2024 1 349 $13M

Nearby 401(k) Plans in California

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

California Northstate University LLC 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 ($B) Participants California Northstate University LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.01116437 · Participants: 260California Northstate University LLC 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
California Northstate University LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Northstate University LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

California Northstate University LLC 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 Allies, Inc. 401(k) Plan in NJ ($11M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (260 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 California Northstate University LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
California Northstate University LLC 401(k) Profit Sharing Plan surged - up 30.9% during 2023, from $9M to $11M. Reported net income was $3M.
How have California Northstate University LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Northstate University LLC's sponsor-wide assets grew 49.7%, from $9M to $13M.
Which 401(k) plans are similar in size to California Northstate University LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allies, Inc. 401(k) Plan in NJ ($11M, 842 participants).
Which 401(k) plans cover a similar participant headcount to California Northstate University LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants, $7M 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 900781371.

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.