401(k) · DOL Form 5500 · 2023

Chico Wealth, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$386,328
Avg per participant High balance/head
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Official DOL plan name: Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan · Sponsored by Chico Wealth, Inc. · California · Finance & Insurance

$2M in assets, 4 participants

Chico Wealth, Inc.'s Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,638 in Finance & Insurance (8,869 peers)

Chico Wealth, Inc. multi-year trail

Chico Wealth, Inc.'s plans moved +32.7% in assets from 2022 to 2023; this filing shows Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan at $2M / 4 participants.

#1,638
in Finance & Insurance (8,869 peers)
+32.7%
assets growth YoY

Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan among the smaller filed plans by assets

Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,545,310 28th percentile higher than 28% 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

Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan reported net income rose from -$205K in the plan year 2022 filing to $381K in the plan year 2023 filing.
  • Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 464214305 · Chico Wealth, Inc. PY 2023 · 401(k)

Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan · $2M · 4 · 28th

  • RANK $2M
  • RANK 4
  • RANK 28th
  • RANK 401(k)
  • RANK near Bolanos, Inc. 401(k) Plan and Trust
  • RANK ind #1638

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 →

Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan in the asset neighbourhood

Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing PlanChico Wealth, Inc. Dba the O…$2MBolanos, Inc. 401(k) Plan and TrustBolanos, Inc. 401(k) Plan an…$2MWest Side DB LLC 401(k) Plan$2MCre Investment Advisors, LLC$2MSpire Hawaii 401(k) Plan$2M
End-of-year total assets ($M) among Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Chico Wealth, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chico Wealth, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 32.67800399585475% vs 2022
2023 filing year
$1M$1.2M$1.4M$1.6M 20222023 $1.16M $1.55M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 4 $2M

Chico Wealth, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$381K
Employer EIN464214305
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Chico Wealth, Inc. Dba the Odonnell Group 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 ($B) Participants Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan, Total assets ($B): 0.00154531 · Participants: 4Chico Wealth, Inc. Dba the Odonnell Group 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
Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Chico Wealth, Inc. Dba the Odonnell Group 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 Bolanos, Inc. 401(k) Plan and Trust in IL ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan surged - up 32.7% during 2023, from $1M to $2M. Reported net income was $381K.
How have Chico Wealth, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Chico Wealth, Inc.'s sponsor-wide assets grew 32.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bolanos, Inc. 401(k) Plan and Trust in IL ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Chico Wealth, Inc. Dba the Odonnell Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 464214305.

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.