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
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
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.
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
California filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 205893698 |
| Plan Effective Date | 2000-08-01 |
| Filing Status | FILING 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
| 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.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
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).
- Vesta Corporation 401(k) Plan (OR) $25M · 134
- Flywheel Energy Retirement Plan (OK) $25M · 310
- Air Techniques, Inc. Employee Retirement Plan (NY) $25M · 160
- Smithfoods Inc. 401(k) Savings Plans (OH) $25M · 350
Similar participant headcount
Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.
- Fruitsmart 401(k) Plan (WA) 165 · 0 off
- Forma Therapeutics, Inc. 401(k) Plan (MA) 165 · 0 off
- Payspan Inc. 401(k) Plan and Trust (FL) 165 · 0 off
- B+T Group Holdings Retirement Savings Plan (OK) 165 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.