401(k) · DOL Form 5500 · 2023

Single Room Occupancy Housing Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
170
Participants Small participant base
49th
Percentile by assets National rank
$37,644
Avg per participant Low balance/head
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Official DOL plan name: Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation · Sponsored by Single Room Occupancy Housing Corporation · California · Finance & Insurance

$6M in assets, 170 participants

Single Room Occupancy Housing Corporation's Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation reported $6M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,123 in Finance & Insurance (8,869 peers)

Coverage in California

Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation covers 170 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $6M.

#3,123
in Finance & Insurance (8,869 peers)
+14.9%
assets growth YoY

Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation's mid-pack asset rank among Finance & Insurance and all filers

Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation vs every filed plan by assets

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

$6,399,413 49th percentile higher than 49% 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

Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation 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. Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation reported net income rose from -$765K in the plan year 2022 filing to $832K in the plan year 2023 filing.
  • Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation reported participants fell from 183 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953909215 · Single Room Occupancy Housing Corporation PY 2023 · 401(k)

Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation · $6M · 170 · 49th

  • PCT $6M
  • EIN 170
  • RANK 49th
  • PHOTO 401(k)
  • IND near Bgi Collective Bargaining Agreement Safe Harbor 401(k) Plan
  • EOY ind #3123

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 Finance & Insurance retirement plans → · Plans in California →

Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation in the asset neighbourhood

Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing CorporationSafe-Harbor 401(k) Profit-Sh…$6MBgi Collective Bargaining Agreement Safe Harbor 401(k) PlanBgi Collective Bargaining Ag…$6MBrainstorm, Inc. 401(k) Plan$6MRosen Hyundai Enterprises, LLC 401(k) PlanRosen Hyundai Enterprises, L…$6MLone Star Corporation 401(k) PlanLone Star Corporation 401(k)…$6M
End-of-year total assets ($M) among Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$832K
Employer EIN953909215
Plan Effective Date1998-04-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Single Room Occupancy Housing Corporation)

Sponsor-wide plan assets over time

All Single Room Occupancy Housing Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.15228751255293% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.57M $7.64M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 183 $6M
2023 1 170 $6M
2024 1 202 $8M

Nearby 401(k) Plans in California

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

Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation, Total assets ($B): 0.006399413 · Participants: 170Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing CorporationWells 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
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation vs. nearby 401(k) plans in California, assets vs. participants
Compare Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation side-by-side with 3 peers →

Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bgi Collective Bargaining Agreement Safe Harbor 401(k) Plan in SC ($6M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation assets move in 2023? ▼
Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation grew at a solid clip - up 14.9% during 2023, from $6M to $6M. Reported net income was $832K.
How have Single Room Occupancy Housing Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Single Room Occupancy Housing Corporation's sponsor-wide assets grew 37.2%, from $6M to $8M.
Which 401(k) plans are similar in size to Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation? ▼
Among 401(k) plans in other states, the closest by assets is Bgi Collective Bargaining Agreement Safe Harbor 401(k) Plan in SC ($6M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Single Room Occupancy Housing Corporation? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 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 953909215.

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.