401(k) · DOL Form 5500 · 2023

Santa Cruz County Bank 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
164
Participants Small participant base
63rd
Percentile by assets National rank
$75,377
Avg per participant Below avg balance/head
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Official DOL plan name: Santa Cruz County Bank Retirement Trust · Sponsored by Santa Cruz County Bank · California · Finance & Insurance

$12M in assets, 164 participants

Santa Cruz County Bank's Santa Cruz County Bank Retirement Trust reported $12M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,267 in Finance & Insurance (8,869 peers)

Coverage in California

Santa Cruz County Bank Retirement Trust covers 164 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $12M.

#4,267
in Finance & Insurance (8,869 peers)
+22.3%
assets growth YoY

Santa Cruz County Bank Retirement Trust's mid-pack asset rank among Finance & Insurance and all filers

Santa Cruz County Bank Retirement Trust vs every filed plan by assets

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

$12,361,865 Top 37% higher than 63% 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

Santa Cruz County Bank Retirement Trust 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. Santa Cruz County Bank Retirement Trust sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santa Cruz County Bank Retirement Trust reported net income rose from -$916K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Santa Cruz County Bank Retirement Trust end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Santa Cruz County Bank Retirement Trust reported participants rose from 148 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134265907 · Santa Cruz County Bank PY 2023 · 401(k)

Santa Cruz County Bank Retirement Trust · $12M · 164 · 63rd

  • BOOK $12M
  • VS-ST 164
  • BOY 63rd
  • SCH 401(k)
  • EBSA near Diagnostic Radiology & Imaging 401(k) Profit Sharing Plan
  • PART ind #4267

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 →

Santa Cruz County Bank Retirement Trust in the asset neighbourhood

Santa Cruz County Bank Retirement TrustSanta Cruz County Bank Retir…$12MDiagnostic Radiology & Imaging 401(k) Profit Sharing PlanDiagnostic Radiology & Imagi…$12MAdroit Construction Co., Inc. Profit Sharing and Savings PlanAdroit Construction Co., Inc…$12MDarling Industries Inc. Employees 401(k) PlanDarling Industries Inc. Empl…$12MKansas City Physician Partners, Inc. 401(k) PlanKansas City Physician Partne…$12M
End-of-year total assets ($M) among Santa Cruz County Bank Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN134265907
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Cruz County Bank)

Sponsor-wide plan assets over time

All Santa Cruz County Bank plans reported in each filing year

Latest sponsor-wide plan assets
$19M 86.49029881135513% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.1M $18.9M ▲ +86.4%
Year Plans Participants Total Assets
2022 1 148 $10M
2023 1 164 $12M
2024 1 153 $19M

Nearby 401(k) Plans in California

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

Santa Cruz County Bank Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Santa Cruz County Bank Retirement Trust, Total assets ($B): 0.012361865 · Participants: 164Santa Cruz County Bank Retirement TrustWells 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
Santa Cruz County Bank Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Cruz County Bank Retirement Trust side-by-side with 3 peers →

Santa Cruz County Bank Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Diagnostic Radiology & Imaging 401(k) Profit Sharing Plan in NC ($12M); by covered participants it is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Santa Cruz County Bank Retirement Trust assets move in 2023? ▼
Santa Cruz County Bank Retirement Trust grew sharply - up 22.3% during 2023, from $10M to $12M. Reported net income was $2M.
How have Santa Cruz County Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Cruz County Bank's sponsor-wide assets grew 86.5%, from $10M to $19M.
Which 401(k) plans are similar in size to Santa Cruz County Bank Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Diagnostic Radiology & Imaging 401(k) Profit Sharing Plan in NC ($12M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Santa Cruz County Bank Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Daycon Products Company, Inc. 401(k) Plan in MD (164 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 134265907.

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.