401(k) · DOL Form 5500 · 2024

Globeflex Capital, L.P. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
26
Participants Small participant base
57th
Percentile by assets National rank
$415,437
Avg per participant High balance/head
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Official DOL plan name: Globeflex Capital, L.P. 401(k) Profit Sharing Plan · Sponsored by Globeflex Capital, L.P. · California · Finance & Insurance

$11M in assets, 26 participants

Globeflex Capital, L.P.'s Globeflex Capital, L.P. 401(k) Profit Sharing Plan reported $11M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,528 in Finance & Insurance (8,549 peers)

Globeflex Capital, L.P. multi-year trail

Globeflex Capital, L.P.'s plans moved +34.0% in assets from 2022 to 2024; this filing shows Globeflex Capital, L.P. 401(k) Profit Sharing Plan at $11M / 26 participants.

#3,528
in Finance & Insurance (8,549 peers)
+14.4%
assets growth YoY

Globeflex Capital, L.P. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Globeflex Capital, L.P. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,801,363 Top 43% higher than 57% 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

Globeflex Capital, L.P. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Globeflex Capital, L.P. 401(k) Profit Sharing Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Globeflex Capital, L.P. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Globeflex Capital, L.P. 401(k) Profit Sharing Plan reported participants rose from 25 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330597629 · Globeflex Capital, L.P. PY 2024 · 401(k)

Globeflex Capital, L.P. 401(k) Profit Sharing Plan · $11M · 26 · 57th

  • IND $11M
  • EOY 26
  • 5500 57th
  • ASSETS 401(k)
  • PCT near Tri-Gas & Oil Co., Inc. 401(k) Profit Sharing Plan and Trust
  • EIN ind #3528

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 →

Globeflex Capital, L.P. 401(k) Profit Sharing Plan in the asset neighbourhood

Globeflex Capital, L.P. 401(k) Profit Sharing PlanGlobeflex Capital, L.P. 401(…$11MTri-Gas & Oil Co., Inc. 401(k) Profit Sharing Plan and TrustTri-Gas & Oil Co., Inc. 401(…$11MCreps United Publications 401(k) Profit Sharing PlanCreps United Publications 40…$11MRiverside Refreshments, Inc. 401(k) PlanRiverside Refreshments, Inc.…$11MPower Curbers Companies, LLC Employees' Retirement Savings PlanPower Curbers Companies, LLC…$11M
End-of-year total assets ($M) among Globeflex Capital, L.P. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Globeflex Capital, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Globeflex Capital, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.97935068155254% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.06M $10.8M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 28 $8M
2023 1 25 $9M
2024 1 26 $11M

Globeflex Capital, L.P. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN330597629
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Globeflex Capital, L.P. 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 ($B) Participants Globeflex Capital, L.P. 401(k) Profit Sharing Plan, Total assets ($B): 0.010801363 · Participants: 26Globeflex Capital, L.P. 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
Globeflex Capital, L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Globeflex Capital, L.P. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Globeflex Capital, L.P. 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 Tri-Gas & Oil Co., Inc. 401(k) Profit Sharing Plan and Trust in MD ($11M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Globeflex Capital, L.P. 401(k) Profit Sharing Plan assets move in 2024? ▼
Globeflex Capital, L.P. 401(k) Profit Sharing Plan grew at a solid clip - up 14.4% during 2024, from $9M to $11M. Reported net income was $1M.
How have Globeflex Capital, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Globeflex Capital, L.P.'s sponsor-wide assets grew 34.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Globeflex Capital, L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tri-Gas & Oil Co., Inc. 401(k) Profit Sharing Plan and Trust in MD ($11M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Globeflex Capital, L.P. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants, $2M 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 330597629.

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.