401(k) · DOL Form 5500 · 2023

The Santa Lucia Preserve Co. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
172
Participants Small participant base
53rd
Percentile by assets National rank
$45,543
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Santa Lucia Preserve Co. 401(k) Plan · Sponsored by The Santa Lucia Preserve Co. · California · Real Estate

$8M in assets, 172 participants

The Santa Lucia Preserve Co.'s The Santa Lucia Preserve Co. 401(k) Plan reported $8M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,397 in Real Estate (4,727 peers)

Coverage in California

The Santa Lucia Preserve Co. 401(k) Plan covers 172 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $8M.

#3,397
in Real Estate (4,727 peers)
+0.7%
assets growth YoY

The Santa Lucia Preserve Co. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

The Santa Lucia Preserve Co. 401(k) Plan vs every filed plan by assets

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

$7,833,338 Top 47% higher than 53% 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

The Santa Lucia Preserve Co. 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. The Santa Lucia Preserve Co. 401(k) Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Santa Lucia Preserve Co. 401(k) Plan reported net income rose from -$569K in the plan year 2022 filing to $58K in the plan year 2023 filing.
  • The Santa Lucia Preserve Co. 401(k) Plan reported participants rose from 166 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 261261408 · The Santa Lucia Preserve Co. PY 2023 · 401(k)

The Santa Lucia Preserve Co. 401(k) Plan · $8M · 172 · 53rd

  • NET $8M
  • NET 172
  • NET 53rd
  • NET 401(k)
  • NET near Northern Pines Mental Health Center, Inc. 401(k) Plan and Trust
  • NET ind #3397

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 Real Estate retirement plans → · Plans in California →

The Santa Lucia Preserve Co. 401(k) Plan in the asset neighbourhood

The Santa Lucia Preserve Co. 401(k) PlanThe Santa Lucia Preserve Co.…$8MNorthern Pines Mental Health Center, Inc. 401(k) Plan and TrustNorthern Pines Mental Health…$8MWhitworth Tool, Inc. 401(k) PlanWhitworth Tool, Inc. 401(k) …$8MMtx Group 401(k) Plan$8MCobalt Cattle Company LLC 401(k) PlanCobalt Cattle Company LLC 40…$8M
End-of-year total assets ($M) among The Santa Lucia Preserve Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$58K
Employer EIN261261408
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Santa Lucia Preserve Co.)

Sponsor-wide plan assets over time

All The Santa Lucia Preserve Co. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 7.894125955121798% vs 2022
2024 filing year
$7.6M$7.8M$8M$8.2M$8.4M$8.6M 202220232024 $7.78M $8.39M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 166 $8M
2023 1 172 $8M
2024 1 187 $8M

Nearby 401(k) Plans in California

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

The Santa Lucia Preserve Co. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Santa Lucia Preserve Co. 401(k) Plan, Total assets ($B): 0.007833338 · Participants: 172The Santa Lucia Preserve Co. 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
The Santa Lucia Preserve Co. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Santa Lucia Preserve Co. 401(k) Plan side-by-side with 3 peers →

The Santa Lucia Preserve Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Northern Pines Mental Health Center, Inc. 401(k) Plan and Trust in MN ($8M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (172 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 The Santa Lucia Preserve Co. 401(k) Plan assets move in 2023? ▼
The Santa Lucia Preserve Co. 401(k) Plan held essentially flat - up 0.7% during 2023, from $8M to $8M. Reported net income was $58K.
How have The Santa Lucia Preserve Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Santa Lucia Preserve Co.'s sponsor-wide assets grew 7.9%, from $8M to $8M.
Which 401(k) plans are similar in size to The Santa Lucia Preserve Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northern Pines Mental Health Center, Inc. 401(k) Plan and Trust in MN ($8M, 213 participants).
Which 401(k) plans cover a similar participant headcount to The Santa Lucia Preserve Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retail Capital LLC 401(k) Plan in MI (172 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 261261408.

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.