401(k) · DOL Form 5500 · 2023

Santa Cruz Seaside Company 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
399
Participants Below avg headcount
79th
Percentile by assets National rank
$73,887
Avg per participant Below avg balance/head
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Official DOL plan name: Santa Cruz Seaside Company Profit Sharing and 401(k) Plan · Sponsored by Santa Cruz Seaside Company · California · Arts, Entertainment & Recreation

$29M in assets, 399 participants

Santa Cruz Seaside Company's Santa Cruz Seaside Company Profit Sharing and 401(k) Plan reported $29M in total assets and 399 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,568 in Arts, Entertainment & Recreation (2,945 peers)

Where Santa Cruz Seaside Company Profit Sharing and 401(k) Plan sits by assets

Santa Cruz Seaside Company Profit Sharing and 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 399 participants (~$73,887/participant), up 13.8% in 2023.

#2,568
in Arts, Entertainment & Recreation (2,945 peers)
+13.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Santa Cruz Seaside Company Profit Sharing and 401(k) Plan's outsized position by total assets

Santa Cruz Seaside Company Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$29,480,821 Top 21% higher than 79% 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 Seaside Company Profit Sharing and 401(k) 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. Santa Cruz Seaside Company Profit Sharing and 401(k) Plan sits mid-pack in the medium band (399 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santa Cruz Seaside Company Profit Sharing and 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Santa Cruz Seaside Company Profit Sharing and 401(k) Plan reported participants rose from 321 in the plan year 2022 filing to 399 in the plan year 2023 filing.
  • Santa Cruz Seaside Company Profit Sharing and 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 940841990 · Santa Cruz Seaside Company PY 2023 · 401(k)

Santa Cruz Seaside Company Profit Sharing and 401(k) Plan · $29M · 399 · 79th

  • PCT $29M
  • PCT 399
  • PCT 79th
  • PCT 401(k)
  • PCT near Cornerstone Bank 401(k) Plan
  • PCT ind #2568

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Santa Cruz Seaside Company Profit Sharing and 401(k) Plan in the asset neighbourhood

Santa Cruz Seaside Company Profit Sharing and 401(k) PlanSanta Cruz Seaside Company P…$29MCornerstone Bank 401(k) Plan$29MSpahn & Rose Lumber Co Employees 401(k) PspSpahn & Rose Lumber Co Emplo…$29MHays U.S. Corporation 401(k) PlanHays U.S. Corporation 401(k)…$29MPpih 401(k) Employee Savings PlanPpih 401(k) Employee Savings…$29M
End-of-year total assets ($M) among Santa Cruz Seaside Company Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN940841990
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Cruz Seaside Company)

Sponsor-wide plan assets over time

All Santa Cruz Seaside Company plans reported in each filing year

Latest sponsor-wide plan assets
$35M 34.26938358459298% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $25.9M $34.8M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 321 $26M
2023 1 399 $29M
2024 1 438 $35M

Nearby 401(k) Plans in California

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

Santa Cruz Seaside Company Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Santa Cruz Seaside Company Profit Sharing and 401(k) Plan, Total assets ($B): 0.029480821 · Participants: 399Santa Cruz Seaside Company Profit Sharing and 401(k) 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
Santa Cruz Seaside Company Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Cruz Seaside Company Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Santa Cruz Seaside Company Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cornerstone Bank 401(k) Plan in MA ($29M); by covered participants it is Longbridge Financial LLC 401(k) Profit Sharing Plan in NJ (399 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (399 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 Seaside Company Profit Sharing and 401(k) Plan assets move in 2023? ▼
Santa Cruz Seaside Company Profit Sharing and 401(k) Plan grew at a solid clip - up 13.8% during 2023, from $26M to $29M. Reported net income was $4M.
How have Santa Cruz Seaside Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Cruz Seaside Company's sponsor-wide assets grew 34.3%, from $26M to $35M.
Where does Santa Cruz Seaside Company Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Santa Cruz Seaside Company Profit Sharing and 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Santa Cruz Seaside Company Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cornerstone Bank 401(k) Plan in MA ($29M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Santa Cruz Seaside Company Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Longbridge Financial LLC 401(k) Profit Sharing Plan in NJ (399 participants, $16M 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 940841990.

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.