401(k) · DOL Form 5500 · 2023

Social and Environmental Entrepreneurs 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
461
Participants Below avg headcount
35th
Percentile by assets National rank
$6,063
Avg per participant Low balance/head
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Official DOL plan name: See 403(b) Retirement Plan · Sponsored by Social and Environmental Entrepreneurs · California · Administrative & Support Services

$3M in assets, 461 participants

Social and Environmental Entrepreneurs's See 403(b) Retirement Plan reported $3M in total assets and 461 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,544 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, See 403(b) Retirement Plan ranks #2,544 of 4,372 2023 filers by assets (1032% of the sector average)-$3M for 461 participants.

#2,544
in Administrative & Support Services (4,372 peers)
+97.0%
assets growth YoY

See 403(b) Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

See 403(b) Retirement Plan vs every filed plan by assets

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

$2,794,874 35th percentile higher than 35% 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

See 403(b) Retirement 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. See 403(b) Retirement Plan sits mid-pack in the medium band (461 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • See 403(b) Retirement Plan reported net income rose from $649K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • See 403(b) Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • See 403(b) Retirement Plan reported participants rose from 291 in the plan year 2022 filing to 461 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954116679 · Social and Environmental Entrepreneurs PY 2023 · 401(k)

See 403(b) Retirement Plan · $3M · 461 · 35th

  • PHOTO $3M
  • IND 461
  • EOY 35th
  • 5500 401(k)
  • ASSETS near Rockworks, LLC 401(k) Plan
  • PCT ind #2544

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 Administrative & Support Services retirement plans → · Plans in California →

See 403(b) Retirement Plan in the asset neighbourhood

Compstak, Inc. 401(k) Plan$3MSee 403(b) Retirement Plan$3MRockworks, LLC 401(k) Plan$3MLeeder Management Co., LLC 401(k) Profit Sharing Plan and TrustLeeder Management Co., LLC 4…$3MCt Gardens 401(k) Plan$3M
End-of-year total assets ($M) among See 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN954116679
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Social and Environmental Entrepreneurs)

Sponsor-wide plan assets over time

All Social and Environmental Entrepreneurs plans reported in each filing year

Latest sponsor-wide plan assets
$4M 158.84051351023663% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.42M $3.67M ▲ +158.5%
Year Plans Participants Total Assets
2022 1 291 $1M
2023 1 461 $3M
2024 1 331 $4M

Nearby 401(k) Plans in California

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

See 403(b) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants See 403(b) Retirement Plan, Total assets ($B): 0.002794874 · Participants: 461See 403(b) Retirement 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
See 403(b) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare See 403(b) Retirement Plan side-by-side with 3 peers →

See 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rockworks, LLC 401(k) Plan in WA ($3M); by covered participants it is Kraus-Anderson, Incorporated Savings Plan in MN (461 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (461 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 See 403(b) Retirement Plan assets move in 2023? ▼
See 403(b) Retirement Plan surged - up 97.0% during 2023, from $1M to $3M. Reported net income was $1M.
How have Social and Environmental Entrepreneurs plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Social and Environmental Entrepreneurs's sponsor-wide assets grew 158.8%, from $1M to $4M.
Which 401(k) plans are similar in size to See 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rockworks, LLC 401(k) Plan in WA ($3M, 33 participants).
Which 401(k) plans cover a similar participant headcount to See 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kraus-Anderson, Incorporated Savings Plan in MN (461 participants, $113M 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 954116679.

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.