401(k) · DOL Form 5500 · 2023

Thomas Safran & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
235
Participants Below avg headcount
67th
Percentile by assets National rank
$63,183
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Thomas Safran & Associates 401(k) Plan · Sponsored by Thomas Safran & Associates, Inc. · California · Real Estate

$15M in assets, 235 participants

Thomas Safran & Associates, Inc.'s Thomas Safran & Associates 401(k) Plan reported $15M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,893 in Real Estate (4,727 peers)

Coverage in California

Thomas Safran & Associates 401(k) Plan covers 235 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $15M.

#3,893
in Real Estate (4,727 peers)
+24.5%
assets growth YoY

Thomas Safran & Associates 401(k) Plan's outsized position by total assets

Thomas Safran & Associates 401(k) Plan vs every filed plan by assets

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

$14,847,902 Top 33% higher than 67% 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

Thomas Safran & Associates 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. Thomas Safran & Associates 401(k) Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thomas Safran & Associates 401(k) Plan reported net income rose from -$921K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Thomas Safran & Associates 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Thomas Safran & Associates 401(k) Plan reported participants rose from 213 in the plan year 2022 filing to 235 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953443236 · Thomas Safran & Associates, Inc. PY 2023 · 401(k)

Thomas Safran & Associates 401(k) Plan · $15M · 235 · 67th

  • BOY $15M
  • SCH 235
  • EBSA 67th
  • PART 401(k)
  • TYPE near Strongmind, Inc. 401(k) Plan
  • NET ind #3893

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 →

Thomas Safran & Associates 401(k) Plan in the asset neighbourhood

Thomas Safran & Associates 401(k) PlanThomas Safran & Associates 4…$15MStrongmind, Inc. 401(k) Plan$15MMiller & Chevalier, Chartered Cash or Deferred Profit Sharing Plan 2Miller & Chevalier, Chartere…$15MMetropolitan Industries, Inc. 401(k) Savings PlanMetropolitan Industries, Inc…$15MChildren's Home Association of Illinois Retirement PlanChildren's Home Association …$15M
End-of-year total assets ($M) among Thomas Safran & Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN953443236
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas Safran & Associates, Inc.)

Sponsor-wide plan assets over time

All Thomas Safran & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 52.73609105308397% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.9M $18.2M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 213 $12M
2023 1 235 $15M
2024 1 247 $18M

Nearby 401(k) Plans in California

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

Thomas Safran & Associates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Thomas Safran & Associates 401(k) Plan, Total assets ($B): 0.014847902 · Participants: 235Thomas Safran & Associates 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
Thomas Safran & Associates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Thomas Safran & Associates 401(k) Plan side-by-side with 3 peers →

Thomas Safran & Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Strongmind, Inc. 401(k) Plan in AZ ($15M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Thomas Safran & Associates 401(k) Plan assets move in 2023? ▼
Thomas Safran & Associates 401(k) Plan grew sharply - up 24.5% during 2023, from $12M to $15M. Reported net income was $3M.
How have Thomas Safran & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas Safran & Associates, Inc.'s sponsor-wide assets grew 52.7%, from $12M to $18M.
Which 401(k) plans are similar in size to Thomas Safran & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Strongmind, Inc. 401(k) Plan in AZ ($15M, 509 participants).
Which 401(k) plans cover a similar participant headcount to Thomas Safran & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K 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 953443236.

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.