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
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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

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

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.

See the national 2022→2023 release diff →

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

South Bay Ford, Inc. and Ford West 401(k) PlanSouth Bay Ford, Inc. and For…$9MMinnesota Valley Electric Cooperative Non-Union 401(k) PlanMinnesota Valley Electric Co…$9MFortress Bank Profit Sharing PlanFortress Bank Profit Sharing…$9MMain Street Gourmet LLC 401(k) PlanMain Street Gourmet LLC 401(…$9MCline Design Associates PA 401(k) Profit Sharing Plan and TrustCline Design Associates PA 4…$9M
End-of-year total assets ($M) among South Bay Ford, Inc. and Ford West 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN954451497
Plan Effective Date1994-04-01
Filing StatusFILING 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
$6M$7M$8M$9M$10M$11M 202220232024 $7.02M $9.89M ▲ +40.9%
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.

South Bay Ford, Inc. and Ford West 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants South Bay Ford, Inc. and Ford West 401(k) Plan, Total assets ($B): 0.008985171 · Participants: 186South Bay Ford, Inc. and Ford West 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
South Bay Ford, Inc. and Ford West 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 South Bay Ford, Inc. and Ford West 401(k) Plan assets move in 2023?
South Bay Ford, Inc. and Ford West 401(k) Plan grew sharply - up 28.0% during 2023, from $7M to $9M. Reported net income was $2M.
How have South Bay Ford plan assets changed over time?
Across 3 plan years on file (2022-2024), South Bay Ford's sponsor-wide assets grew 40.9%, from $7M to $10M.
Which 401(k) plans are similar in size to South Bay Ford, Inc. and Ford West 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Minnesota Valley Electric Cooperative Non-Union 401(k) Plan in MN ($9M, 57 participants).
Which 401(k) plans cover a similar participant headcount to South Bay Ford, Inc. and Ford West 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (186 participants, $1M in assets).