401(k) · DOL Form 5500 · 2024

Atel Capital Group 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
42
Participants Small participant base
68th
Percentile by assets National rank
$430,080
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Atel Capital Group 401(k) Plan & Trust · Sponsored by Atel Capital Group · California · Real Estate

$18M in assets, 42 participants

Atel Capital Group's Atel Capital Group 401(k) Plan & Trust reported $18M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,823 in Real Estate (4,605 peers)

What the 2024 filing shows

Atel Capital Group 401(k) Plan & Trust holds $18M for 42 participants - about $430,080 per participant, above the median plan by assets.

#3,823
in Real Estate (4,605 peers)
-0.5%
assets change YoY

The plan reported a net loss of $99K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Atel Capital Group 401(k) Plan & Trust's outsized position by total assets

Atel Capital Group 401(k) Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,063,369 Top 32% higher than 68% of 123,620 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 2024

Atel Capital Group 401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atel Capital Group 401(k) Plan & Trust is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Atel Capital Group 401(k) Plan & Trust reported net income fell from $2M in the plan year 2023 filing to -$99K in the plan year 2024 filing.
  • Atel Capital Group 401(k) Plan & Trust reported participants fell from 46 in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942441624 · Atel Capital Group PY 2024 · 401(k)

Atel Capital Group 401(k) Plan & Trust · $18M · 42 · 68th

  • VS-ST $18M
  • BOY 42
  • SCH 68th
  • EBSA 401(k)
  • PART near Sonder 401(k) Savings Plan
  • TYPE ind #3823

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 →

Atel Capital Group 401(k) Plan & Trust in the asset neighbourhood

Osha Bergman Watanabe & Burton 401(k) PlanOsha Bergman Watanabe & Burt…$18MPico Electronics, Inc. 401(k) Retirement PlanPico Electronics, Inc. 401(k…$18MAtel Capital Group 401(k) Plan & TrustAtel Capital Group 401(k) Pl…$18MSonder 401(k) Savings Plan$18MYorktown Systems Group 401(k) PlanYorktown Systems Group 401(k…$18M
End-of-year total assets ($M) among Atel Capital Group 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income-$99K
Employer EIN942441624
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atel Capital Group)

Sponsor-wide plan assets over time

All Atel Capital Group plans reported in each filing year

Latest sponsor-wide plan assets
$18M 8.87628921407186% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M$18M$18.5M 202220232024 $16.6M $18.1M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 41 $17M
2023 1 46 $18M
2024 1 42 $18M

Nearby 401(k) Plans in California

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

Atel Capital Group 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Atel Capital Group 401(k) Plan & Trust, Total assets ($B): 0.018063369 · Participants: 42Atel Capital Group 401(k) Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Atel Capital Group 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Atel Capital Group 401(k) Plan & Trust side-by-side with 3 peers →

Atel Capital Group 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sonder 401(k) Savings Plan in CO ($18M); by covered participants it is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Atel Capital Group 401(k) Plan & Trust assets move in 2024? ▼
Atel Capital Group 401(k) Plan & Trust held essentially flat - down 0.5% during 2024, from $18M to $18M. Reported net income was -$99K.
How have Atel Capital Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atel Capital Group's sponsor-wide assets grew 8.9%, from $17M to $18M.
Which 401(k) plans are similar in size to Atel Capital Group 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sonder 401(k) Savings Plan in CO ($18M, 877 participants).
Which 401(k) plans cover a similar participant headcount to Atel Capital Group 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942441624.

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.