401(k) · DOL Form 5500 · 2024

So-Cal Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$738K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$147,651
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: So-Cal Capital, Inc. 401(k) Plan · Sponsored by So-Cal Capital, Inc. · California · Finance & Insurance

$738K in assets, 5 participants

So-Cal Capital, Inc.'s So-Cal Capital, Inc. 401(k) Plan reported $738K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #975 in Finance & Insurance (8,549 peers)

2024 asset change

So-Cal Capital, Inc. 401(k) Plan surged 79.4% in 2024 ($411K → $738K) for 5 participants.

#975
in Finance & Insurance (8,549 peers)
+79.4%
assets growth YoY

So-Cal Capital, Inc. 401(k) Plan among the smaller filed plans by assets

So-Cal Capital, Inc. 401(k) Plan vs every filed plan by assets

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

$738,254 21st percentile higher than 21% 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

So-Cal Capital, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. So-Cal Capital, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 272524146 · So-Cal Capital, Inc. PY 2024 · 401(k)

So-Cal Capital, Inc. 401(k) Plan · $738K · 5 · 21st

  • ASSETS $738K
  • ASSETS 5
  • ASSETS 21st
  • ASSETS 401(k)
  • ASSETS near Southern Land and Timber Investors Retirement Plan
  • ASSETS ind #975

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 →

So-Cal Capital, Inc. 401(k) Plan in the asset neighbourhood

So-Cal Capital, Inc. 401(k) PlanSo-Cal Capital, Inc. 401(k) …$738KSouthern Land and Timber Investors Retirement PlanSouthern Land and Timber Inv…$738KRebrad 401(k)$738KVg Corp. 401(k) Plan$738KCcg of Ohio, Inc. Profit Sharing PlanCcg of Ohio, Inc. Profit Sha…$739K
End-of-year total assets ($M) among So-Cal Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$411K
Net Assets (End of Year)$738K
Net Income$327K
Employer EIN272524146
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

So-Cal Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants So-Cal Capital, Inc. 401(k) Plan, Total assets ($B): 0.000738254 · Participants: 5So-Cal Capital, Inc. 401(k) PlanGoogle 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
So-Cal Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare So-Cal Capital, Inc. 401(k) Plan side-by-side with 3 peers →

So-Cal Capital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Southern Land and Timber Investors Retirement Plan in SC ($738K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($738K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 So-Cal Capital, Inc. 401(k) Plan assets move in 2024? ▼
So-Cal Capital, Inc. 401(k) Plan surged - up 79.4% during 2024, from $411K to $738K. Reported net income was $327K.
Where does So-Cal Capital, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
So-Cal Capital, Inc. 401(k) Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to So-Cal Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern Land and Timber Investors Retirement Plan in SC ($738K, 1 participant).
Which 401(k) plans cover a similar participant headcount to So-Cal Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 272524146.

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.