401(k) · DOL Form 5500 · 2023
Santa Cruz Bicycles, Inc. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 377
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $56,321
- Avg per participant Low balance/head
Official DOL plan name: Santa Cruz Bicycles 401(k) Plan · Sponsored by Santa Cruz Bicycles, Inc. · California · Wholesale Trade
$21M in assets, 377 participants
Santa Cruz Bicycles, Inc.'s Santa Cruz Bicycles 401(k) Plan reported $21M in total assets and 377 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #4,471 in Wholesale Trade (6,309 peers)
Santa Cruz Bicycles, Inc. multi-year trail
Santa Cruz Bicycles, Inc.'s plans moved +41.1% in assets from 2022 to 2024; this filing shows Santa Cruz Bicycles 401(k) Plan at $21M / 377 participants.
- #4,471
- in Wholesale Trade (6,309 peers)
- +33.0%
- assets growth YoY
Santa Cruz Bicycles 401(k) Plan's outsized position by total assets
Santa Cruz Bicycles 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,233,184 Top 26% higher than 74% 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
Santa Cruz Bicycles 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 Bicycles 401(k) Plan sits mid-pack in the medium band (377 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Santa Cruz Bicycles 401(k) Plan reported net income rose from -$795K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Santa Cruz Bicycles 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Santa Cruz Bicycles 401(k) Plan reported participants rose from 301 in the plan year 2022 filing to 377 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 770409360 · Santa Cruz Bicycles, Inc. PY 2023 · 401(k)
Santa Cruz Bicycles 401(k) Plan · $21M · 377 · 74th
- ASSETS $21M
- ASSETS 377
- ASSETS 74th
- ASSETS 401(k)
- ASSETS near Metrostar Systems 401(k) Retirement Plan
- ASSETS ind #4471
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 Wholesale Trade retirement plans → · Plans in California →
Santa Cruz Bicycles 401(k) Plan in the asset neighbourhood
Santa Cruz Bicycles, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Santa Cruz Bicycles, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 41.126193762006494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 301 | $16M |
| 2023 | 1 | 377 | $21M |
| 2024 | 1 | 315 | $23M |
Santa Cruz Bicycles, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $5M |
| Employer EIN | 770409360 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
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
Santa Cruz Bicycles 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Metrostar Systems 401(k) Retirement Plan in VA ($21M); by covered participants it is Mbi, Inc 401(k) Plan in CT (377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Metrostar Systems 401(k) Retirement Plan (VA) $21M · 416
- Rae Corporation 401(k) Plan (OK) $21M · 519
- Chesapeake Employers' Insurance Company 401(k) Plan (MD) $21M · 257
- Beacon Health Alliance Profit Sharing Plan (TN) $21M · 24
Similar participant headcount
Nearest other-state filings by covered participants (377 participants); asset peers above are excluded.
- Mbi, Inc 401(k) Plan (CT) 377 · 0 off
- Hi-Rez Studios, Inc. 401(k) Plan (GA) 377 · 0 off
- Imt Insurance Company Retirement Savings Plan (IA) 377 · 0 off
- Maloney Properties, Inc. 401(k) Plan (MA) 377 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.