401(k) · DOL Form 5500 · 2023
Santa Rosa Associates, a General Partnership 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 46
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $344,297
- Avg per participant High balance/head
Official DOL plan name: Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan · Sponsored by Santa Rosa Associates, a General Partnership · California · Healthcare & Social Assistance
$16M in assets, 46 participants
Santa Rosa Associates, a General Partnership's Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan reported $16M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #12,952 in Healthcare & Social Assistance (17,684 peers)
Santa Rosa Associates, a General Partnership multi-year trail
Santa Rosa Associates, a General Partnership's plans moved +10.4% in assets from 2022 to 2024; this filing shows Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan at $16M / 46 participants.
- #12,952
- in Healthcare & Social Assistance (17,684 peers)
- -3.0%
- assets change YoY
The plan reported a net loss of $490K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan's outsized position by total assets
Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,837,652 Top 32% higher than 68% 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
Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan is a small filing (46 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to -$490K in the plan year 2023 filing.
- Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan reported participants rose from 44 in the plan year 2022 filing to 46 in the plan year 2023 filing.
- Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan end-of-year assets fell from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 770069344 · Santa Rosa Associates, a General Partnership PY 2023 · 401(k)
Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan · $16M · 46 · 68th
- IND $16M
- IND 46
- IND 68th
- IND 401(k)
- IND near Wisco Industries Profit Sharing Plan
- IND ind #12952
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan in the asset neighbourhood
Santa Rosa Associates, a General Partnership multi-year asset trail
Sponsor-wide plan assets over time
All Santa Rosa Associates, a General Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 10.40592752723835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $16M |
| 2023 | 1 | 46 | $16M |
| 2024 | 1 | 52 | $18M |
Santa Rosa Associates, a General Partnership filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$490K |
| Employer EIN | 770069344 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
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
Santa Rosa Associates, a General Partnership 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 Wisco Industries Profit Sharing Plan in WI ($16M); by covered participants it is Savant Learning Systems, Inc. 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.
- Savant Learning Systems, Inc. 401(k) Plan (TN) 46 · 0 off
- Carl Marks & Co., Inc Retirement Savings Plan (NY) 46 · 0 off
- Orbel Corporation 401(k) Plan (PA) 46 · 0 off
- Advent Intermodal Solutions LLC 401(k) Plan (NJ) 46 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.