401(k) · DOL Form 5500 · 2024

Syndicated Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
39th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Syndicated Capital, Inc. 401(k) Plan · Sponsored by Syndicated Capital, Inc. · California · Finance & Insurance

$4M in assets, 4 participants

Syndicated Capital, Inc.'s Syndicated Capital, Inc. 401(k) Plan reported $4M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,245 in Finance & Insurance (8,549 peers)

Syndicated Capital, Inc. multi-year trail

Syndicated Capital, Inc.'s plans moved +97.8% in assets from 2022 to 2024; this filing shows Syndicated Capital, Inc. 401(k) Plan at $4M / 4 participants.

#2,245
in Finance & Insurance (8,549 peers)
+20.9%
assets growth YoY

Syndicated Capital, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Syndicated Capital, Inc. 401(k) Plan vs every filed plan by assets

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

$4,312,760 39th percentile higher than 39% 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

Syndicated 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. Syndicated Capital, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Syndicated Capital, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $745K in the plan year 2024 filing.
  • Syndicated Capital, Inc. 401(k) Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Syndicated Capital, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954042447 · Syndicated Capital, Inc. PY 2024 · 401(k)

Syndicated Capital, Inc. 401(k) Plan · $4M · 4 · 39th

  • EBSA $4M
  • EBSA 4
  • EBSA 39th
  • EBSA 401(k)
  • EBSA near Cobalt Enterprises 401(k) Plan
  • EBSA ind #2245

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 →

Syndicated Capital, Inc. 401(k) Plan in the asset neighbourhood

Syndicated Capital, Inc. 401(k) PlanSyndicated Capital, Inc. 401…$4MCobalt Enterprises 401(k) PlanCobalt Enterprises 401(k) Pl…$4MWillamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and TrustWillamette Valley Vineyards …$4MAffiliated Consumer Services, Inc. 401(k) Profit Sharing PlanAffiliated Consumer Services…$4MMedkoder 401(k) Profit Sharing Plan and TrustMedkoder 401(k) Profit Shari…$4M
End-of-year total assets ($M) among Syndicated Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Syndicated Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Syndicated Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 97.81714770603277% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.18M $4.31M ▲ +97.7%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $4M
2024 1 4 $4M

Syndicated Capital, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$745K
Employer EIN954042447
Plan Effective Date2021-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Syndicated 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 ($B) Participants Syndicated Capital, Inc. 401(k) Plan, Total assets ($B): 0.00431276 · Participants: 4Syndicated 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
Syndicated Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Syndicated Capital, Inc. 401(k) Plan side-by-side with 3 peers →

Syndicated 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 Cobalt Enterprises 401(k) Plan in WA ($4M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Syndicated Capital, Inc. 401(k) Plan assets move in 2024? ▼
Syndicated Capital, Inc. 401(k) Plan grew sharply - up 20.9% during 2024, from $4M to $4M. Reported net income was $745K.
How have Syndicated Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Syndicated Capital, Inc.'s sponsor-wide assets grew 97.8%, from $2M to $4M.
Which 401(k) plans are similar in size to Syndicated Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cobalt Enterprises 401(k) Plan in WA ($4M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Syndicated Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 954042447.

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.