401(k) · DOL Form 5500 · 2023

Succession Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
523
Participants Below avg headcount
69th
Percentile by assets National rank
$31,727
Avg per participant Low balance/head
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Official DOL plan name: Succession Capital, Inc. 401(k) Plan · Sponsored by Succession Capital, Inc. · California · Professional & Technical Services

$17M in assets, 523 participants

Succession Capital, Inc.'s Succession Capital, Inc. 401(k) Plan reported $17M in total assets and 523 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,921 in Professional & Technical Services (20,321 peers)

Succession Capital, Inc. multi-year trail

Succession Capital, Inc.'s plans moved +121.2% in assets from 2022 to 2024; this filing shows Succession Capital, Inc. 401(k) Plan at $17M / 523 participants.

#13,921
in Professional & Technical Services (20,321 peers)
+44.7%
assets growth YoY

Succession Capital, Inc. 401(k) Plan's outsized position by total assets

Succession Capital, Inc. 401(k) Plan vs every filed plan by assets

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

$16,592,981 Top 31% higher than 69% 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

Succession Capital, Inc. 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. Succession Capital, Inc. 401(k) Plan sits mid-pack in the medium band (523 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Succession Capital, Inc. 401(k) Plan reported net income rose from -$571K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Succession Capital, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Succession Capital, Inc. 401(k) Plan reported participants rose from 514 in the plan year 2022 filing to 523 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 990378665 · Succession Capital, Inc. PY 2023 · 401(k)

Succession Capital, Inc. 401(k) Plan · $17M · 523 · 69th

  • 5500 $17M
  • 5500 523
  • 5500 69th
  • 5500 401(k)
  • 5500 near Access Pooled Employer Plan- Series II
  • 5500 ind #13921

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 Professional & Technical Services retirement plans → · Plans in California →

Succession Capital, Inc. 401(k) Plan in the asset neighbourhood

Ingleside 401(k) Plan$17MThe H. D. Chasen Co., Inc. Profit-Sharing PlanThe H. D. Chasen Co., Inc. P…$17MSuccession Capital, Inc. 401(k) PlanSuccession Capital, Inc. 401…$17MAccess Pooled Employer Plan- Series IIAccess Pooled Employer Plan-…$17MChristy Sports LLC 401(k) Profit Sharing PlanChristy Sports LLC 401(k) Pr…$17M
End-of-year total assets ($M) among Succession Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Succession Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Succession Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 121.24603461731549% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $11.5M $25.4M ▲ +121.2%
Year Plans Participants Total Assets
2022 1 514 $11M
2023 1 523 $17M
2024 1 668 $25M

Succession Capital, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN990378665
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Succession Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Succession Capital, Inc. 401(k) Plan, Total assets ($B): 0.016592981 · Participants: 523Succession Capital, Inc. 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
Succession Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Succession Capital, Inc. 401(k) Plan side-by-side with 3 peers →

Succession Capital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Access Pooled Employer Plan- Series II in TX ($17M); by covered participants it is Frontier Cooperative 401(k) Plan in IA (523 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (523 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 Succession Capital, Inc. 401(k) Plan assets move in 2023? ▼
Succession Capital, Inc. 401(k) Plan surged - up 44.7% during 2023, from $11M to $17M. Reported net income was $4M.
How have Succession Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Succession Capital, Inc.'s sponsor-wide assets grew 121.2%, from $11M to $25M.
Which 401(k) plans are similar in size to Succession Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Access Pooled Employer Plan- Series II in TX ($17M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Succession Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Cooperative 401(k) Plan in IA (523 participants, $48M 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 990378665.

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.