401(k) · DOL Form 5500 · 2024

Saticoy Lemon Association 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
255
Participants Below avg headcount
70th
Percentile by assets National rank
$78,308
Avg per participant Below avg balance/head
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Official DOL plan name: Saticoy Lemon Association 401(k) / Profit Sharing Plan · Sponsored by Saticoy Lemon Association · California · Agriculture, Forestry & Fishing

$20M in assets, 255 participants

Saticoy Lemon Association's Saticoy Lemon Association 401(k) / Profit Sharing Plan reported $20M in total assets and 255 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #953 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in California

Saticoy Lemon Association 401(k) / Profit Sharing Plan covers 255 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $20M.

#953
in Agriculture, Forestry & Fishing (1,217 peers)
+10.2%
assets growth YoY

Saticoy Lemon Association 401(k) / Profit Sharing Plan's outsized position by total assets

Saticoy Lemon Association 401(k) / Profit Sharing Plan vs every filed plan by assets

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

$19,968,568 Top 30% higher than 70% 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

Saticoy Lemon Association 401(k) / Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saticoy Lemon Association 401(k) / Profit Sharing Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Saticoy Lemon Association 401(k) / Profit Sharing Plan reported participants rose from 195 in the plan year 2023 filing to 255 in the plan year 2024 filing.
  • Saticoy Lemon Association 401(k) / Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Saticoy Lemon Association 401(k) / Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 951193510 · Saticoy Lemon Association PY 2024 · 401(k)

Saticoy Lemon Association 401(k) / Profit Sharing Plan · $20M · 255 · 70th

  • EIN $20M
  • EIN 255
  • EIN 70th
  • EIN 401(k)
  • EIN near Brivo Systems LLC 401(k) Plan
  • EIN ind #953

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Saticoy Lemon Association 401(k) / Profit Sharing Plan in the asset neighbourhood

Saticoy Lemon Association 401(k) / Profit Sharing PlanSaticoy Lemon Association 40…$20MBrivo Systems LLC 401(k) Plan$20MDekker, Ltd. 401(k) Profit Sharing PlanDekker, Ltd. 401(k) Profit S…$20MPfi Holding Company, LLC Retirement PlanPfi Holding Company, LLC Ret…$20MRadians, Inc. 401(k) Plan$20M
End-of-year total assets ($M) among Saticoy Lemon Association 401(k) / Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN951193510
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saticoy Lemon Association)

Sponsor-wide plan assets over time

All Saticoy Lemon Association plans reported in each filing year

Latest sponsor-wide plan assets
$20M 26.592539950513157% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.8M $20M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 230 $16M
2023 1 195 $18M
2024 1 255 $20M

Nearby 401(k) Plans in California

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

Saticoy Lemon Association 401(k) / Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Saticoy Lemon Association 401(k) / Profit Sharing Plan, Total assets ($B): 0.019968568 · Participants: 255Saticoy Lemon Association 401(k) / Profit Sharing 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
Saticoy Lemon Association 401(k) / Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Saticoy Lemon Association 401(k) / Profit Sharing Plan side-by-side with 3 peers →

Saticoy Lemon Association 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 Brivo Systems LLC 401(k) Plan in MD ($20M); by covered participants it is National Auto Care 401(k) Plan in OH (255 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Saticoy Lemon Association 401(k) / Profit Sharing Plan assets move in 2024? ▼
Saticoy Lemon Association 401(k) / Profit Sharing Plan grew at a solid clip - up 10.2% during 2024, from $18M to $20M. Reported net income was $2M.
How have Saticoy Lemon Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saticoy Lemon Association's sponsor-wide assets grew 26.6%, from $16M to $20M.
Which 401(k) plans are similar in size to Saticoy Lemon Association 401(k) / Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brivo Systems LLC 401(k) Plan in MD ($20M, 405 participants).
Which 401(k) plans cover a similar participant headcount to Saticoy Lemon Association 401(k) / Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is National Auto Care 401(k) Plan in OH (255 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 951193510.

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.