401(k) · DOL Form 5500 · 2023

Generate Capital, Pbc 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
181
Participants Below avg headcount
70th
Percentile by assets National rank
$94,873
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Generate Capital Inc. 401(k) Plan · Sponsored by Generate Capital, Pbc · California · Finance & Insurance

$17M in assets, 181 participants

Generate Capital, Pbc's Generate Capital Inc. 401(k) Plan reported $17M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,919 in Finance & Insurance (8,869 peers)

Coverage in California

Generate Capital Inc. 401(k) Plan covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $17M.

#4,919
in Finance & Insurance (8,869 peers)
+81.4%
assets growth YoY

Generate Capital Inc. 401(k) Plan's outsized position by total assets

Generate Capital Inc. 401(k) Plan vs every filed plan by assets

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

$17,172,031 Top 30% higher than 70% 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

Generate Capital Inc. 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. Generate Capital Inc. 401(k) Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Generate Capital Inc. 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Generate Capital Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Generate Capital Inc. 401(k) Plan reported participants rose from 147 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 471343093 · Generate Capital, Pbc PY 2023 · 401(k)

Generate Capital Inc. 401(k) Plan · $17M · 181 · 70th

  • TYPE $17M
  • TYPE 181
  • TYPE 70th
  • TYPE 401(k)
  • TYPE near City Beverages 401(k) Plan
  • TYPE ind #4919

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 Finance & Insurance retirement plans → · Plans in California →

Generate Capital Inc. 401(k) Plan in the asset neighbourhood

Generate Capital Inc. 401(k) PlanGenerate Capital Inc. 401(k)…$17MCity Beverages 401(k) Plan$17MHurricanes Holdings, LLC 401(k) PlanHurricanes Holdings, LLC 401…$17MMichigan Scientific Corporation 401(k) PlanMichigan Scientific Corporat…$17MThe Vernon Investment and Retirement Plan for Field SalespersonsThe Vernon Investment and Re…$17M
End-of-year total assets ($M) among Generate Capital Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$17M
Net Income$8M
Employer EIN471343093
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Generate Capital, Pbc)

Sponsor-wide plan assets over time

All Generate Capital, Pbc plans reported in each filing year

Latest sponsor-wide plan assets
$25M 167.94872905566226% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $9.47M $25.4M ▲ +167.8%
Year Plans Participants Total Assets
2022 1 147 $9M
2023 1 181 $17M
2024 1 214 $25M

Nearby 401(k) Plans in California

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

Generate Capital Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Generate Capital Inc. 401(k) Plan, Total assets ($B): 0.017172031 · Participants: 181Generate Capital Inc. 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
Generate Capital Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Generate Capital Inc. 401(k) Plan side-by-side with 3 peers →

Generate Capital Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is City Beverages 401(k) Plan in FL ($17M); by covered participants it is Pyromation, Inc. 401(k) Plan in IN (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Generate Capital Inc. 401(k) Plan assets move in 2023? ▼
Generate Capital Inc. 401(k) Plan surged - up 81.4% during 2023, from $9M to $17M. Reported net income was $8M.
How have Generate Capital, Pbc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Generate Capital, Pbc's sponsor-wide assets grew 167.9%, from $9M to $25M.
Which 401(k) plans are similar in size to Generate Capital Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is City Beverages 401(k) Plan in FL ($17M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Generate Capital Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromation, Inc. 401(k) Plan in IN (181 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 471343093.

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.