401(k) · DOL Form 5500 · 2022

Surplus Line Association of California 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
137
Participants Small participant base
75th
Percentile by assets National rank
$123,012
Avg per participant Near avg balance/head
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Official DOL plan name: Surplus Line Association Savings Plan · Sponsored by Surplus Line Association of California · California · Finance & Insurance

$17M in assets, 137 participants

Surplus Line Association of California's Surplus Line Association Savings Plan reported $17M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,572 in Finance & Insurance (9,261 peers)

Coverage in California

Surplus Line Association Savings Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $17M.

#5,572
in Finance & Insurance (9,261 peers)
+19.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Surplus Line Association Savings Plan's outsized position by total assets

Surplus Line Association Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,852,649 Top 25% higher than 75% of 139,123 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 2022

Surplus Line Association Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surplus Line Association Savings Plan sits mid-pack in the medium band (137 participants).

Published 5500 schedule card

Filing strip 940912095 · Surplus Line Association of California PY 2022 · 401(k)

Surplus Line Association Savings Plan · $17M · 137 · 75th

  • SCH $17M
  • SCH 137
  • SCH 75th
  • SCH 401(k)
  • SCH near Alpha Precision Group 401(k) Plan
  • SCH ind #5572

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 →

Surplus Line Association Savings Plan in the asset neighbourhood

Surplus Line Association Savings PlanSurplus Line Association Sav…$17MAlpha Precision Group 401(k) PlanAlpha Precision Group 401(k)…$17MCrucible Industries, LLC 401(k) Savings PlanCrucible Industries, LLC 401…$17MEps Corporation 401(k) Savings PlanEps Corporation 401(k) Savin…$17MOperation Smile 401(k) Plan 004Operation Smile 401(k) Plan …$17M
End-of-year total assets ($M) among Surplus Line Association Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN940912095
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surplus Line Association of California)

Sponsor-wide plan assets over time

All Surplus Line Association of California plans reported in each filing year

Latest sponsor-wide plan assets
$19M 13.741596350817014% vs 2022
2023 filing year
$16M$17M$18M$19M$20M 20222023 $16.9M $19.2M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 137 $17M
2023 1 149 $19M

Nearby 401(k) Plans in California

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

Surplus Line Association Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Surplus Line Association Savings Plan, Total assets ($B): 0.016852649 · Participants: 137Surplus Line Association Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Surplus Line Association Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Surplus Line Association Savings Plan side-by-side with 3 peers →

Surplus Line Association Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Alpha Precision Group 401(k) Plan in PA ($17M); by covered participants it is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Surplus Line Association Savings Plan assets move in 2022? ▼
Surplus Line Association Savings Plan grew sharply - up 19.7% during 2022, from $14M to $17M. Reported net income was $3M.
How have Surplus Line Association of California plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Surplus Line Association of California's sponsor-wide assets grew 13.7%, from $17M to $19M.
Where does Surplus Line Association Savings Plan rank by assets among Form 5500 filers? ▼
Surplus Line Association Savings Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Surplus Line Association Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alpha Precision Group 401(k) Plan in PA ($17M, 389 participants).
Which 401(k) plans cover a similar participant headcount to Surplus Line Association Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940912095.

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.