Profit Sharing · DOL Form 5500 · 2024
San Jose Electric Profit Sharing Plan
Data updated 2026-08-25
- $753K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $150,585
- Avg per participant Above avg balance/head
Official DOL plan name: San Jose Electric Retirement Plan · Sponsored by San Jose Electric · California · Construction
$753K in assets, 5 participants
San Jose Electric's San Jose Electric Retirement Plan reported $753K 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.
- #1,794 in Construction (9,039 peers)
What the 2024 filing shows
San Jose Electric Retirement Plan holds $753K for 5 participants - about $150,585 per participant, among the smaller plans by assets on file.
- #1,794
- in Construction (9,039 peers)
- +0.0%
- assets growth YoY
San Jose Electric Retirement Plan among the smaller filed plans by assets
San Jose Electric Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$752,927 21st percentile higher than 21% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
San Jose Electric Retirement 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. San Jose Electric Retirement Plan is a micro filing (5 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 871713429 · San Jose Electric PY 2024 · Profit Sharing
San Jose Electric Retirement Plan · $753K · 5 · 21st
- PHOTO $753K
- PHOTO 5
- PHOTO 21st
- PHOTO Profit Sharing
- PHOTO near Pkhk Inc. Profit Sharing Plan
- PHOTO ind #1794
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 Construction retirement plans → · Plans in California →
San Jose Electric Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $753K |
|---|---|
| Net Assets (End of Year) | $753K |
| Employer EIN | 871713429 |
| Plan Effective Date | 2021-09-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Jose Electric)
Sponsor-wide plan assets over time
All San Jose Electric plans reported in each filing year
- Latest sponsor-wide plan assets
- $753K 0% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $753K |
| 2023 | 1 | 5 | $753K |
| 2024 | 1 | 5 | $753K |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
San Jose Electric Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Pkhk Inc. Profit Sharing Plan in MN ($753K); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($753K here).
- Pkhk Inc. Profit Sharing Plan (MN) $753K · 3
- Integrity Enterprises, Inc. Retirement Plan (CO) $753K · 5
- Capitol Medical, Inc. Retirement Plan (PA) $753K · 5
- Celestino Carrion Retirement Plan (PR) $754K · 2
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.