401(k) · DOL Form 5500 · 2023

Tapia Brothers 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
301
Participants Below avg headcount
40th
Percentile by assets National rank
$13,293
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tapia Brothers 401(k) · Sponsored by Tapia Brothers · California · Wholesale Trade

$4M in assets, 301 participants

Tapia Brothers's Tapia Brothers 401(k) reported $4M in total assets and 301 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,853 in Wholesale Trade (6,309 peers)

Coverage in California

Tapia Brothers 401(k) covers 301 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $4M.

#1,853
in Wholesale Trade (6,309 peers)
+32.3%
assets growth YoY

Tapia Brothers 401(k)'s mid-pack asset rank among Wholesale Trade and all filers

Tapia Brothers 401(k) vs every filed plan by assets

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

$4,001,120 40th percentile higher than 40% 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

Tapia Brothers 401(k) 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. Tapia Brothers 401(k) sits mid-pack in the medium band (301 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tapia Brothers 401(k) reported net income rose from $320K in the plan year 2022 filing to $976K in the plan year 2023 filing.
  • Tapia Brothers 401(k) end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Tapia Brothers 401(k) reported participants rose from 281 in the plan year 2022 filing to 301 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953965613 · Tapia Brothers PY 2023 · 401(k)

Tapia Brothers 401(k) · $4M · 301 · 40th

  • PCT $4M
  • PCT 301
  • PCT 40th
  • PCT 401(k)
  • PCT near Adams Investment Company and Affiliates Pension Plan & Trust
  • PCT ind #1853

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 Wholesale Trade retirement plans → · Plans in California →

Tapia Brothers 401(k) in the asset neighbourhood

Tapia Brothers 401(k)$4MAdams Investment Company and Affiliates Pension Plan & TrustAdams Investment Company and…$4MGreentree Enterprises 401(k) PlanGreentree Enterprises 401(k)…$4MAspire Systems, Inc. 401(k) PlanAspire Systems, Inc. 401(k) …$4MPahls Dentistry PC 401(k) Profit Sharing PlanPahls Dentistry PC 401(k) Pr…$4M
End-of-year total assets ($M) among Tapia Brothers 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$976K
Employer EIN953965613
Plan Effective Date2016-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tapia Brothers)

Sponsor-wide plan assets over time

All Tapia Brothers plans reported in each filing year

Latest sponsor-wide plan assets
$5M 62.64948526196056% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.03M $4.92M ▲ +62.4%
Year Plans Participants Total Assets
2022 1 281 $3M
2023 1 301 $4M
2024 1 320 $5M

Nearby 401(k) Plans in California

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

Tapia Brothers 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tapia Brothers 401(k), Total assets ($B): 0.00400112 · Participants: 301Tapia Brothers 401(k)Wells 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
Tapia Brothers 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Tapia Brothers 401(k) side-by-side with 3 peers →

Tapia Brothers 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Adams Investment Company and Affiliates Pension Plan & Trust in OK ($4M); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Tapia Brothers 401(k) assets move in 2023? ▼
Tapia Brothers 401(k) surged - up 32.3% during 2023, from $3M to $4M. Reported net income was $976K.
How have Tapia Brothers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tapia Brothers's sponsor-wide assets grew 62.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Tapia Brothers 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Adams Investment Company and Affiliates Pension Plan & Trust in OK ($4M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Tapia Brothers 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenfield Senior Living 401(k) Plan in VA (301 participants, $1M 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 953965613.

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.