401(k) · DOL Form 5500 · 2023

B.S.D. Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
321
Participants Below avg headcount
51st
Percentile by assets National rank
$21,516
Avg per participant Low balance/head
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Official DOL plan name: Lendistry 401(k) Profit Sharing Plan · Sponsored by B.S.D. Capital, Inc. · California · Finance & Insurance

$7M in assets, 321 participants

B.S.D. Capital, Inc.'s Lendistry 401(k) Profit Sharing Plan reported $7M in total assets and 321 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,225 in Finance & Insurance (8,869 peers)

B.S.D. Capital, Inc. multi-year trail

B.S.D. Capital, Inc.'s plans moved +163.2% in assets from 2022 to 2024; this filing shows Lendistry 401(k) Profit Sharing Plan at $7M / 321 participants.

#3,225
in Finance & Insurance (8,869 peers)
+94.5%
assets growth YoY

Lendistry 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Lendistry 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,906,516 Top 49% higher than 51% 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

Lendistry 401(k) Profit Sharing 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. Lendistry 401(k) Profit Sharing Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lendistry 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Lendistry 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lendistry 401(k) Profit Sharing Plan reported participants fell from 368 in the plan year 2022 filing to 321 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 475116707 · B.S.D. Capital, Inc. PY 2023 · 401(k)

Lendistry 401(k) Profit Sharing Plan · $7M · 321 · 51st

  • 5500 $7M
  • ASSETS 321
  • PCT 51st
  • EIN 401(k)
  • RANK near Prairie Ridge Integrated Behavioral Healthcare 401(k) Profit Sharing Plan
  • PHOTO ind #3225

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 →

Lendistry 401(k) Profit Sharing Plan in the asset neighbourhood

Lendistry 401(k) Profit Sharing PlanLendistry 401(k) Profit Shar…$7MPrairie Ridge Integrated Behavioral Healthcare 401(k) Profit Sharing PlanPrairie Ridge Integrated Beh…$7MCiso Retirement Plan$7MLittle General Store, Inc. 401(k) PlanLittle General Store, Inc. 4…$7MUniversity of Maryland Medical Center Midtown Campus 401(k) Profit Sharing Plan for Union EmployeesUniversity of Maryland Medic…$7M
End-of-year total assets ($M) among Lendistry 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

B.S.D. Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All B.S.D. Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 163.17652029405966% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.55M $9.34M ▲ +163.1%
Year Plans Participants Total Assets
2022 1 368 $4M
2023 1 321 $7M
2024 1 283 $9M

B.S.D. Capital, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN475116707
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Lendistry 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lendistry 401(k) Profit Sharing Plan, Total assets ($B): 0.006906516 · Participants: 321Lendistry 401(k) Profit Sharing 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
Lendistry 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lendistry 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lendistry 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Prairie Ridge Integrated Behavioral Healthcare 401(k) Profit Sharing Plan in IA ($7M); by covered participants it is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Lendistry 401(k) Profit Sharing Plan assets move in 2023? ▼
Lendistry 401(k) Profit Sharing Plan surged - up 94.5% during 2023, from $4M to $7M. Reported net income was $3M.
How have B.S.D. Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B.S.D. Capital, Inc.'s sponsor-wide assets grew 163.2%, from $4M to $9M.
Which 401(k) plans are similar in size to Lendistry 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prairie Ridge Integrated Behavioral Healthcare 401(k) Profit Sharing Plan in IA ($7M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Lendistry 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants, $4M 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 475116707.

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.