401(k) · DOL Form 5500 · 2023

Bodega Latina Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
8,155
Participants Very large workforce
49th
Percentile by assets National rank
$772
Avg per participant Low balance/head
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Official DOL plan name: Bodega Latina 401(k) Retirement and Savings Plan · Sponsored by Bodega Latina Corporation · California · Retail Trade

$6M in assets, 8,155 participants

Bodega Latina Corporation's Bodega Latina 401(k) Retirement and Savings Plan reported $6M in total assets and 8,155 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,974 in Retail Trade (8,414 peers)

Coverage in California

Bodega Latina 401(k) Retirement and Savings Plan covers 8,155 participants in California, 13x the typical California plan (state average ~630 per filing). Assets: $6M.

#4,974
in Retail Trade (8,414 peers)
+48.3%
assets growth YoY

Bodega Latina 401(k) Retirement and Savings Plan's mid-pack asset rank among Retail Trade and all filers

Bodega Latina 401(k) Retirement and Savings Plan vs every filed plan by assets

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

$6,294,389 49th percentile higher than 49% 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

Bodega Latina 401(k) Retirement and Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bodega Latina 401(k) Retirement and Savings Plan lands in the large band (8,155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bodega Latina 401(k) Retirement and Savings Plan reported net income rose from $391K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bodega Latina 401(k) Retirement and Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Bodega Latina 401(k) Retirement and Savings Plan reported participants rose from 7,185 in the plan year 2022 filing to 8,155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954517472 · Bodega Latina Corporation PY 2023 · 401(k)

Bodega Latina 401(k) Retirement and Savings Plan · $6M · 8,155 · 49th

  • PHOTO $6M
  • PHOTO 8,155
  • PHOTO 49th
  • PHOTO 401(k)
  • PHOTO near The 615 Group 401(k) Plan
  • PHOTO ind #4974

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 Retail Trade retirement plans → · Plans in California →

Bodega Latina 401(k) Retirement and Savings Plan in the asset neighbourhood

Bodega Latina 401(k) Retirement and Savings PlanBodega Latina 401(k) Retirem…$6MThe 615 Group 401(k) Plan$6MThe 615 Group 401(k) Plan$6MKocina Marketing Companies 401(k) PlanKocina Marketing Companies 4…$6M401(k) Profit Sharing Plan of Mccullough and Mccullough, Attorneys at Law401(k) Profit Sharing Plan o…$6M
End-of-year total assets ($M) among Bodega Latina 401(k) Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN954517472
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bodega Latina Corporation)

Sponsor-wide plan assets over time

All Bodega Latina Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 94.75781318827832% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.25M $8.27M ▲ +94.6%
Year Plans Participants Total Assets
2022 1 7,185 $4M
2023 1 8,155 $6M
2024 1 7,233 $8M

Nearby 401(k) Plans in California

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

Bodega Latina 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bodega Latina 401(k) Retirement and Savings Plan, Total assets ($B): 0.006294389 · Participants: 8155Bodega Latina 401(k) Retirement and Savings 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
Bodega Latina 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Bodega Latina 401(k) Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The 615 Group 401(k) Plan in TN ($6M); by covered participants it is Post Acute Medical, LLC 401(k) Plan in PA (8,143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,155 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 Bodega Latina 401(k) Retirement and Savings Plan assets move in 2023?
Bodega Latina 401(k) Retirement and Savings Plan surged - up 48.3% during 2023, from $4M to $6M. Reported net income was $2M.
How have Bodega Latina Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Bodega Latina Corporation's sponsor-wide assets grew 94.8%, from $4M to $8M.
Which 401(k) plans are similar in size to Bodega Latina 401(k) Retirement and Savings Plan?
Among 401(k) plans in other states, the closest by assets is The 615 Group 401(k) Plan in TN ($6M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Bodega Latina 401(k) Retirement and Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Post Acute Medical, LLC 401(k) Plan in PA (8,143 participants, $73M in assets).