401(k) · DOL Form 5500 · 2023

Skywalker Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
230
Participants Below avg headcount
78th
Percentile by assets National rank
$122,050
Avg per participant Near avg balance/head
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Official DOL plan name: Skywalker Holdings 401(k) Plan · Sponsored by Skywalker Holdings, LLC · California · Real Estate

$28M in assets, 230 participants

Skywalker Holdings, LLC's Skywalker Holdings 401(k) Plan reported $28M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,270 in Real Estate (4,727 peers)

Coverage in California

Skywalker Holdings 401(k) Plan covers 230 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $28M.

#4,270
in Real Estate (4,727 peers)
+25.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Skywalker Holdings 401(k) Plan's outsized position by total assets

Skywalker Holdings 401(k) Plan vs every filed plan by assets

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

$28,071,559 Top 22% higher than 78% 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

Skywalker Holdings 401(k) 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. Skywalker Holdings 401(k) Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Skywalker Holdings 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Skywalker Holdings 401(k) Plan reported participants rose from 152 in the plan year 2022 filing to 230 in the plan year 2023 filing.
  • Skywalker Holdings 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 824959002 · Skywalker Holdings, LLC PY 2023 · 401(k)

Skywalker Holdings 401(k) Plan · $28M · 230 · 78th

  • SCH $28M
  • SCH 230
  • SCH 78th
  • SCH 401(k)
  • SCH near Hawkins Ash Cpas, LLP Retirement Plan
  • SCH ind #4270

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 →

Skywalker Holdings 401(k) Plan in the asset neighbourhood

Skywalker Holdings 401(k) PlanSkywalker Holdings 401(k) Pl…$28MHawkins Ash Cpas, LLP Retirement PlanHawkins Ash Cpas, LLP Retire…$28MTrachte Building Systems, Inc. 401(k) PlanTrachte Building Systems, In…$28MJse 401(k) Plan$28MEjot Atf, LP Wellness & Savings PlanEjot Atf, LP Wellness & Savi…$28M
End-of-year total assets ($M) among Skywalker Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN824959002
Plan Effective Date2013-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Skywalker Holdings, LLC)

Sponsor-wide plan assets over time

All Skywalker Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 46.695223349803534% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.3M $32.8M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 152 $22M
2023 1 230 $28M
2024 1 261 $33M

Nearby 401(k) Plans in California

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

Skywalker Holdings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Skywalker Holdings 401(k) Plan, Total assets ($B): 0.028071559 · Participants: 230Skywalker Holdings 401(k) 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
Skywalker Holdings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Skywalker Holdings 401(k) Plan side-by-side with 3 peers →

Skywalker Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hawkins Ash Cpas, LLP Retirement Plan in WI ($28M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Skywalker Holdings 401(k) Plan assets move in 2023? ▼
Skywalker Holdings 401(k) Plan grew sharply - up 25.7% during 2023, from $22M to $28M. Reported net income was $6M.
How have Skywalker Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Skywalker Holdings, LLC's sponsor-wide assets grew 46.7%, from $22M to $33M.
Where does Skywalker Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
Skywalker Holdings 401(k) Plan ranks in the 78th 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 Skywalker Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hawkins Ash Cpas, LLP Retirement Plan in WI ($28M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Skywalker Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D2g Group, LLC 401(k) Plan in MA (230 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 824959002.

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.