401(k) · DOL Form 5500 · 2024
Scharf Investments LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $311,354
- Avg per participant High balance/head
Official DOL plan name: Scharf Investments LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Scharf Investments LLC · California · Finance & Insurance
$7M in assets, 22 participants
Scharf Investments LLC's Scharf Investments LLC 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #2,802 in Finance & Insurance (8,549 peers)
Scharf Investments LLC multi-year trail
Scharf Investments LLC's plans moved +16.9% in assets from 2023 to 2024; this filing shows Scharf Investments LLC 401(k) Profit Sharing Plan & Trust at $7M / 22 participants.
- #2,802
- in Finance & Insurance (8,549 peers)
- +16.9%
- assets growth YoY
Scharf Investments LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Scharf Investments LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,849,790 48th percentile higher than 48% 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
Scharf Investments LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scharf Investments LLC 401(k) Profit Sharing Plan & Trust is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Scharf Investments LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $988K in the plan year 2024 filing.
- Scharf Investments LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Scharf Investments LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 24 in the plan year 2023 filing to 22 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 263775085 · Scharf Investments LLC PY 2024 · 401(k)
Scharf Investments LLC 401(k) Profit Sharing Plan & Trust · $7M · 22 · 48th
- RANK $7M
- RANK 22
- RANK 48th
- RANK 401(k)
- RANK near Der-Tex Corporation 401(k) Plan
- RANK ind #2802
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 →
Scharf Investments LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Scharf Investments LLC multi-year asset trail
Sponsor-wide plan assets over time
All Scharf Investments LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 16.854002739073557% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 24 | $6M |
| 2024 | 1 | 22 | $7M |
Scharf Investments LLC filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $988K |
| Employer EIN | 263775085 |
| Plan Effective Date | 2010-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Scharf Investments LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Der-Tex Corporation 401(k) Plan in ME ($7M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Der-Tex Corporation 401(k) Plan (ME) $7M · 20
- Tw Vending Inc. 401(k) Profit Sharing Plan and Trust (WI) $7M · 331
- Arizon Companies Retirement Plan (MO) $7M · 248
- Tmvc 401(k) Retirement Plan (FL) $7M · 199
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
- Lycera Corp 401(k) Plan (PA) 22 · 0 off
- H3meier Corporation 401(k) Plan (NE) 22 · 0 off
- Ben Rentals Inc. 401(k) Profit Sharing Plan and Trust (NY) 22 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.