401(k) · DOL Form 5500 · 2023

Sfe Investment Counsel, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
9
Participants Small participant base
58th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan · Sponsored by Sfe Investment Counsel, Inc. · California · Finance & Insurance

$10M in assets, 9 participants

Sfe Investment Counsel, Inc.'s Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,792 in Finance & Insurance (8,869 peers)

Sfe Investment Counsel, Inc. multi-year trail

Sfe Investment Counsel, Inc.'s plans moved +81.1% in assets from 2022 to 2024; this filing shows Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan at $10M / 9 participants.

#3,792
in Finance & Insurance (8,869 peers)
+50.4%
assets growth YoY

Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,753,106 Top 42% higher than 58% 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

Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 261202867 · Sfe Investment Counsel, Inc. PY 2023 · 401(k)

Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan · $10M · 9 · 58th

  • PCT $10M
  • PCT 9
  • PCT 58th
  • PCT 401(k)
  • PCT near Claremont Companies, LLC 401(k) Retirement Plan
  • PCT ind #3792

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 →

Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sfe Investment Counsel, Inc. 401(k) Profit Sharing PlanSfe Investment Counsel, Inc.…$10MClaremont Companies, LLC 401(k) Retirement PlanClaremont Companies, LLC 401…$10MGunite Corporation Rockford Foundry Savings Plan for Hourly EmployeesGunite Corporation Rockford …$10MAssetgenie, Inc. 401(k) Plan$10MCodecademy 401(k) Plan$10M
End-of-year total assets ($M) among Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sfe Investment Counsel, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sfe Investment Counsel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 81.06480362833582% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.49M $11.7M ▲ +80.9%
Year Plans Participants Total Assets
2022 1 9 $6M
2023 1 9 $10M
2024 1 10 $12M

Sfe Investment Counsel, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN261202867
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sfe Investment Counsel, Inc. 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 ($B) Participants Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009753106 · Participants: 9Sfe Investment Counsel, Inc. 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
Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sfe Investment Counsel, Inc. 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 Claremont Companies, LLC 401(k) Retirement Plan in MA ($10M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan surged - up 50.4% during 2023, from $6M to $10M. Reported net income was $3M.
How have Sfe Investment Counsel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sfe Investment Counsel, Inc.'s sponsor-wide assets grew 81.1%, from $6M to $12M.
Which 401(k) plans are similar in size to Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Claremont Companies, LLC 401(k) Retirement Plan in MA ($10M, 381 participants).
Which 401(k) plans cover a similar participant headcount to Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 261202867.

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.