401(k) · DOL Form 5500 · 2023
South Bay Ford 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 186
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $48,307
- Avg per participant Low balance/head
Official DOL plan name: South Bay Ford, Inc. and Ford West 401(k) Plan · Sponsored by South Bay Ford · California · Retail Trade
$9M in assets, 186 participants
South Bay Ford's South Bay Ford, Inc. and Ford West 401(k) Plan reported $9M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #5,626 in Retail Trade (8,414 peers)
Coverage in California
South Bay Ford, Inc. and Ford West 401(k) Plan covers 186 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $9M.
- #5,626
- in Retail Trade (8,414 peers)
- +28.0%
- assets growth YoY
South Bay Ford, Inc. and Ford West 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
South Bay Ford, Inc. and Ford West 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,985,171 Top 44% higher than 56% 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
South Bay Ford, Inc. and Ford West 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. South Bay Ford, Inc. and Ford West 401(k) Plan sits mid-pack in the medium band (186 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- South Bay Ford, Inc. and Ford West 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- South Bay Ford, Inc. and Ford West 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- South Bay Ford, Inc. and Ford West 401(k) Plan reported participants rose from 182 in the plan year 2022 filing to 186 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 954451497 · South Bay Ford PY 2023 · 401(k)
South Bay Ford, Inc. and Ford West 401(k) Plan · $9M · 186 · 56th
- VS-ST $9M
- VS-ST 186
- VS-ST 56th
- VS-ST 401(k)
- VS-ST near Minnesota Valley Electric Cooperative Non-Union 401(k) Plan
- VS-ST ind #5626
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 →
South Bay Ford, Inc. and Ford West 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 954451497 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Bay Ford)
Sponsor-wide plan assets over time
All South Bay Ford plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 40.86865664580277% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $7M |
| 2023 | 1 | 186 | $9M |
| 2024 | 1 | 184 | $10M |
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
South Bay Ford, Inc. and Ford West 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Minnesota Valley Electric Cooperative Non-Union 401(k) Plan in MN ($9M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.
- Dennelisse Corporation 401(k) Plan (NY) 186 · 0 off
- Knock, Inc 401(k) Plan (WA) 186 · 0 off
- Lixi Group 401(k) Plan (NY) 186 · 0 off
- Resource Data, Inc. 401(k) Plan (AK) 186 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.