401(k) · DOL Form 5500 · 2023

SEIU Local 1021 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
165
Participants Small participant base
76th
Percentile by assets National rank
$148,728
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: SEIU Local 1021 Retirement Savings Plan · Sponsored by SEIU Local 1021 · California · Other Services

$25M in assets, 165 participants

SEIU Local 1021's SEIU Local 1021 Retirement Savings Plan reported $25M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,876 in Other Services (7,857 peers)

Coverage in California

SEIU Local 1021 Retirement Savings Plan covers 165 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $25M.

#6,876
in Other Services (7,857 peers)
+16.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

SEIU Local 1021 Retirement Savings Plan's outsized position by total assets

SEIU Local 1021 Retirement Savings Plan vs every filed plan by assets

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

$24,540,124 Top 24% higher than 76% 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

SEIU Local 1021 Retirement Savings 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. SEIU Local 1021 Retirement Savings Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • SEIU Local 1021 Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • SEIU Local 1021 Retirement Savings Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • SEIU Local 1021 Retirement Savings Plan reported participants rose from 160 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 205893698 · SEIU Local 1021 PY 2023 · 401(k)

SEIU Local 1021 Retirement Savings Plan · $25M · 165 · 76th

  • ASSETS $25M
  • ASSETS 165
  • ASSETS 76th
  • ASSETS 401(k)
  • ASSETS near Vesta Corporation 401(k) Plan
  • ASSETS ind #6876

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 Other Services retirement plans → · Plans in California →

SEIU Local 1021 Retirement Savings Plan in the asset neighbourhood

SEIU Local 1021 Retirement Savings PlanSEIU Local 1021 Retirement S…$25MVesta Corporation 401(k) Plan$25MFlywheel Energy Retirement PlanFlywheel Energy Retirement P…$25MAir Techniques, Inc. Employee Retirement PlanAir Techniques, Inc. Employe…$25MSmithfoods Inc. 401(k) Savings PlansSmithfoods Inc. 401(k) Savin…$25M
End-of-year total assets ($M) among SEIU Local 1021 Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN205893698
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SEIU Local 1021)

Sponsor-wide plan assets over time

All SEIU Local 1021 plans reported in each filing year

Latest sponsor-wide plan assets
$25M 20.97491319926618% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $21M $25.4M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 160 $21M
2023 1 165 $25M
2024 1 176 $25M

Nearby 401(k) Plans in California

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

SEIU Local 1021 Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants SEIU Local 1021 Retirement Savings Plan, Total assets ($B): 0.024540124 · Participants: 165SEIU Local 1021 Retirement Savings 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
SEIU Local 1021 Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

SEIU Local 1021 Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vesta Corporation 401(k) Plan in OR ($25M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 SEIU Local 1021 Retirement Savings Plan assets move in 2023?
SEIU Local 1021 Retirement Savings Plan grew sharply - up 16.7% during 2023, from $21M to $25M. Reported net income was $4M.
How have SEIU Local 1021 plan assets changed over time?
Across 3 plan years on file (2022-2024), SEIU Local 1021's sponsor-wide assets grew 21.0%, from $21M to $25M.
Where does SEIU Local 1021 Retirement Savings Plan rank by assets among Form 5500 filers?
SEIU Local 1021 Retirement Savings Plan ranks in the 76th 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 SEIU Local 1021 Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Vesta Corporation 401(k) Plan in OR ($25M, 134 participants).
Which 401(k) plans cover a similar participant headcount to SEIU Local 1021 Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M in assets).