401(k) · DOL Form 5500 · 2023

Southern Counties Lubricants, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
125
Participants Small participant base
55th
Percentile by assets National rank
$68,620
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Counties Lubricants, LLC 401(k) Plan · Sponsored by Southern Counties Lubricants, LLC · California · Wholesale Trade

$9M in assets, 125 participants

Southern Counties Lubricants, LLC's Southern Counties Lubricants, LLC 401(k) Plan reported $9M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #2,911 in Wholesale Trade (6,309 peers)

Coverage in California

Southern Counties Lubricants, LLC 401(k) Plan covers 125 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $9M.

#2,911
in Wholesale Trade (6,309 peers)
+24.3%
assets growth YoY

Southern Counties Lubricants, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Southern Counties Lubricants, LLC 401(k) Plan vs every filed plan by assets

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

$8,577,556 Top 45% higher than 55% 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

Southern Counties Lubricants, LLC 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. Southern Counties Lubricants, LLC 401(k) Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Counties Lubricants, LLC 401(k) Plan reported net income rose from -$647K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Southern Counties Lubricants, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Southern Counties Lubricants, LLC 401(k) Plan reported participants rose from 113 in the plan year 2022 filing to 125 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911874721 · Southern Counties Lubricants, LLC PY 2023 · 401(k)

Southern Counties Lubricants, LLC 401(k) Plan · $9M · 125 · 55th

  • VS-ST $9M
  • VS-ST 125
  • VS-ST 55th
  • VS-ST 401(k)
  • VS-ST near Kodiak Group, LLC 401(k) Plan
  • VS-ST ind #2911

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 →

Southern Counties Lubricants, LLC 401(k) Plan in the asset neighbourhood

Southern Counties Lubricants, LLC 401(k) PlanSouthern Counties Lubricants…$9MKodiak Group, LLC 401(k) Plan$9MFrankies' Fun Park 401(k) PlanFrankies' Fun Park 401(k) Pl…$9MSaturn of St. Paul Salary Deferral 401(k) Profit Sharing PlanSaturn of St. Paul Salary De…$9MScarc, Inc. Retirement Plan$9M
End-of-year total assets ($M) among Southern Counties Lubricants, LLC 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 EIN911874721
Plan Effective Date2009-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Counties Lubricants, LLC)

Sponsor-wide plan assets over time

All Southern Counties Lubricants, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 55.172055106891115% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.9M $10.7M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 113 $7M
2023 1 125 $9M
2024 1 118 $11M

Nearby 401(k) Plans in California

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

Southern Counties Lubricants, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Southern Counties Lubricants, LLC 401(k) Plan, Total assets ($B): 0.008577556 · Participants: 125Southern Counties Lubricants, LLC 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
Southern Counties Lubricants, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Southern Counties Lubricants, LLC 401(k) Plan side-by-side with 3 peers →

Southern Counties Lubricants, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kodiak Group, LLC 401(k) Plan in MI ($9M); by covered participants it is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 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 (125 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 Southern Counties Lubricants, LLC 401(k) Plan assets move in 2023? ▼
Southern Counties Lubricants, LLC 401(k) Plan grew sharply - up 24.3% during 2023, from $7M to $9M. Reported net income was $2M.
How have Southern Counties Lubricants, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Counties Lubricants, LLC's sponsor-wide assets grew 55.2%, from $7M to $11M.
Which 401(k) plans are similar in size to Southern Counties Lubricants, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kodiak Group, LLC 401(k) Plan in MI ($9M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Southern Counties Lubricants, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 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 911874721.

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.