401(k) · DOL Form 5500 · 2023

C. J. Segerstrom & Sons 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
298
Participants Below avg headcount
88th
Percentile by assets National rank
$222,458
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: C.J. Segerstrom & Sons 401(k) Savings & Investment Plan · Sponsored by C. J. Segerstrom & Sons · California · Real Estate

$66M in assets, 298 participants

C. J. Segerstrom & Sons's C.J. Segerstrom & Sons 401(k) Savings & Investment Plan reported $66M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,542 in Real Estate (4,727 peers)

Coverage in California

C.J. Segerstrom & Sons 401(k) Savings & Investment Plan covers 298 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $66M.

#4,542
in Real Estate (4,727 peers)
+14.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

C.J. Segerstrom & Sons 401(k) Savings & Investment Plan's outsized position by total assets

C.J. Segerstrom & Sons 401(k) Savings & Investment Plan vs every filed plan by assets

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

$66,292,349 Top 12% higher than 88% 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

C.J. Segerstrom & Sons 401(k) Savings & Investment 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. C.J. Segerstrom & Sons 401(k) Savings & Investment Plan sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C.J. Segerstrom & Sons 401(k) Savings & Investment Plan reported net income rose from -$16M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • C.J. Segerstrom & Sons 401(k) Savings & Investment Plan reported participants rose from 255 in the plan year 2022 filing to 298 in the plan year 2023 filing.
  • C.J. Segerstrom & Sons 401(k) Savings & Investment Plan end-of-year assets rose from $58M in the plan year 2022 filing to $66M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 951877493 · C. J. Segerstrom & Sons PY 2023 · 401(k)

C.J. Segerstrom & Sons 401(k) Savings & Investment Plan · $66M · 298 · 88th

  • PCT $66M
  • EIN 298
  • RANK 88th
  • PHOTO 401(k)
  • IND near Brooks Kushman P.C. Employees' 401(k) Profit Sharing Plan and Trust
  • EOY ind #4542

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 Real Estate retirement plans → · Plans in California →

C.J. Segerstrom & Sons 401(k) Savings & Investment Plan in the asset neighbourhood

Sargent Corporation 401(k) Retirement PlanSargent Corporation 401(k) R…$66MRemington Products Company 401(k) Plan and TrustRemington Products Company 4…$66MC.J. Segerstrom & Sons 401(k) Savings & Investment PlanC.J. Segerstrom & Sons 401(k…$66MBrooks Kushman P.C. Employees' 401(k) Profit Sharing Plan and TrustBrooks Kushman P.C. Employee…$66MStaff Leasing Retirement Savings PlanStaff Leasing Retirement Sav…$66M
End-of-year total assets ($M) among C.J. Segerstrom & Sons 401(k) Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$66M
Net Income$8M
Employer EIN951877493
Plan Effective Date1996-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C. J. Segerstrom & Sons)

Sponsor-wide plan assets over time

All C. J. Segerstrom & Sons plans reported in each filing year

Latest sponsor-wide plan assets
$77M 31.898209185456146% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $58.1M $76.7M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 255 $58M
2023 1 298 $66M
2024 1 293 $77M

Nearby 401(k) Plans in California

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

C.J. Segerstrom & Sons 401(k) Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants C.J. Segerstrom & Sons 401(k) Savings & Investment Plan, Total assets ($B): 0.066292349 · Participants: 298C.J. Segerstrom & Sons 401(k) Savings & Investment 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
C.J. Segerstrom & Sons 401(k) Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare C.J. Segerstrom & Sons 401(k) Savings & Investment Plan side-by-side with 3 peers →

C.J. Segerstrom & Sons 401(k) Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Brooks Kushman P.C. Employees' 401(k) Profit Sharing Plan and Trust in MI ($66M); by covered participants it is Silvertip Completion Services in TX (298 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (298 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 C.J. Segerstrom & Sons 401(k) Savings & Investment Plan assets move in 2023? ▼
C.J. Segerstrom & Sons 401(k) Savings & Investment Plan grew at a solid clip - up 14.1% during 2023, from $58M to $66M. Reported net income was $8M.
How have C. J. Segerstrom & Sons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C. J. Segerstrom & Sons's sponsor-wide assets grew 31.9%, from $58M to $77M.
Where does C.J. Segerstrom & Sons 401(k) Savings & Investment Plan rank by assets among Form 5500 filers? ▼
C.J. Segerstrom & Sons 401(k) Savings & Investment Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to C.J. Segerstrom & Sons 401(k) Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brooks Kushman P.C. Employees' 401(k) Profit Sharing Plan and Trust in MI ($66M, 140 participants).
Which 401(k) plans cover a similar participant headcount to C.J. Segerstrom & Sons 401(k) Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Silvertip Completion Services in TX (298 participants, N/A 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 951877493.

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.