401(k) · DOL Form 5500 · 2023

Southgate Glass & Screen 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
202
Participants Below avg headcount
42nd
Percentile by assets National rank
$22,221
Avg per participant Low balance/head
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Official DOL plan name: Southgate Glass & Screen 401(k) Profit Sharing Plan · Sponsored by Southgate Glass & Screen · California · Retail Trade

$4M in assets, 202 participants

Southgate Glass & Screen's Southgate Glass & Screen 401(k) Profit Sharing Plan reported $4M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,455 in Retail Trade (8,414 peers)

Coverage in California

Southgate Glass & Screen 401(k) Profit Sharing Plan covers 202 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $4M.

#4,455
in Retail Trade (8,414 peers)
+34.5%
assets growth YoY

Southgate Glass & Screen 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Southgate Glass & Screen 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,488,701 42nd percentile higher than 42% 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

Southgate Glass & Screen 401(k) Profit Sharing 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. Southgate Glass & Screen 401(k) Profit Sharing Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southgate Glass & Screen 401(k) Profit Sharing Plan reported net income rose from -$216K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Southgate Glass & Screen 401(k) Profit Sharing Plan reported participants rose from 139 in the plan year 2022 filing to 202 in the plan year 2023 filing.
  • Southgate Glass & Screen 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680384486 · Southgate Glass & Screen PY 2023 · 401(k)

Southgate Glass & Screen 401(k) Profit Sharing Plan · $4M · 202 · 42nd

  • EIN $4M
  • RANK 202
  • PHOTO 42nd
  • IND 401(k)
  • EOY near Scientia Vascular 401(k) Plan
  • 5500 ind #4455

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 Retail Trade retirement plans → · Plans in California →

Southgate Glass & Screen 401(k) Profit Sharing Plan in the asset neighbourhood

Southgate Glass & Screen 401(k) Profit Sharing PlanSouthgate Glass & Screen 401…$4MScientia Vascular 401(k) Plan$4MKra Corporation 401(k) Profit Sharing PlanKra Corporation 401(k) Profi…$4MExpeditors & Production Services Co., Inc. 401(k) Profit Sharing PlanExpeditors & Production Serv…$4MS.E.a.L. of Illinois 401(k) Savings PlanS.E.a.L. of Illinois 401(k) …$4M
End-of-year total assets ($M) among Southgate Glass & Screen 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN680384486
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southgate Glass & Screen)

Sponsor-wide plan assets over time

All Southgate Glass & Screen plans reported in each filing year

Latest sponsor-wide plan assets
$5M 50.60787845488355% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.34M $5.02M ▲ +50.3%
Year Plans Participants Total Assets
2022 1 139 $3M
2023 1 202 $4M
2024 1 200 $5M

Nearby 401(k) Plans in California

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

Southgate Glass & Screen 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Southgate Glass & Screen 401(k) Profit Sharing Plan, Total assets ($B): 0.004488701 · Participants: 202Southgate Glass & Screen 401(k) Profit Sharing 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
Southgate Glass & Screen 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Southgate Glass & Screen 401(k) Profit Sharing Plan side-by-side with 3 peers →

Southgate Glass & Screen 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Scientia Vascular 401(k) Plan in UT ($4M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Southgate Glass & Screen 401(k) Profit Sharing Plan assets move in 2023? ▼
Southgate Glass & Screen 401(k) Profit Sharing Plan surged - up 34.5% during 2023, from $3M to $4M. Reported net income was $1M.
How have Southgate Glass & Screen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southgate Glass & Screen's sponsor-wide assets grew 50.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Southgate Glass & Screen 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scientia Vascular 401(k) Plan in UT ($4M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Southgate Glass & Screen 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M 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 680384486.

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.