401(k) · DOL Form 5500 · 2022

Balboa Venture Co. 401(k) Plan

Data updated 2026-08-25

$920K
Total assets Small plan by assets
N/A
Participants Small participant base
24th
Percentile by assets National rank
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Official DOL plan name: Balboa Venture Co. 401(k) Plan · Sponsored by Balboa Venture Co. · California · Real Estate

$920K in assets, N/A participants

Balboa Venture Co.'s Balboa Venture Co. 401(k) Plan reported $920K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,044 in Real Estate (5,057 peers)

Balboa Venture Co. multi-year trail

Balboa Venture Co.'s plans moved +13.7% in assets from 2022 to 2024; this filing shows Balboa Venture Co. 401(k) Plan at $920K / N/A participants.

#2,044
in Real Estate (5,057 peers)
$920K
reported net income

Balboa Venture Co. 401(k) Plan among the smaller filed plans by assets

Balboa Venture Co. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$919,615 24th percentile higher than 24% of 139,123 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 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

Filing strip 874343170 · Balboa Venture Co. PY 2022 · 401(k)

Balboa Venture Co. 401(k) Plan · $920K · N/A · 24th

  • BOOK $920K
  • VS-ST N/A
  • BOY 24th
  • SCH 401(k)
  • EBSA near A Pup's Valley, Inc. 401(k) Plan
  • PART ind #2044

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 →

Balboa Venture Co. 401(k) Plan in the asset neighbourhood

Balboa Venture Co. 401(k) PlanBalboa Venture Co. 401(k) Pl…$920KA Pup's Valley, Inc. 401(k) PlanA Pup's Valley, Inc. 401(k) …$920KJoppa Capital Ventures, Inc. 401(k) PlanJoppa Capital Ventures, Inc.…$920KCheema Freightlines LLC 401(k) Profit Sharing Plan & TruCheema Freightlines LLC 401(…$920KAmerican Linehaul Corporation 401(k) Profit Sharing Plan & TrustAmerican Linehaul Corporatio…$919K
End-of-year total assets ($M) among Balboa Venture Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Balboa Venture Co. multi-year asset trail

Sponsor-wide plan assets over time

All Balboa Venture Co. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 13.653104831913353% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.92M $1.05M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 N/A $920K
2023 1 N/A N/A
2024 1 1 $1M

Balboa Venture Co. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$920K
Net Income$920K
Employer EIN874343170
Plan Effective Date2022-01-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Balboa Venture Co. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Balboa Venture Co. 401(k) Plan, Total assets ($B): 0.000919615 · Participants: 0Balboa Venture Co. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Balboa Venture Co. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Balboa Venture Co. 401(k) Plan side-by-side with 3 peers →

Balboa Venture Co. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside California, the nearest 401(k) by end-of-year assets is A Pup's Valley, Inc. 401(k) Plan in VA at $920K (this filing: $920K).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Balboa Venture Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balboa Venture Co.'s sponsor-wide assets grew 13.7%, from $920K to $1M.
Where does Balboa Venture Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Balboa Venture Co. 401(k) Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Balboa Venture Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is A Pup's Valley, Inc. 401(k) Plan in VA ($920K, 5 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 874343170.

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.