401(k) · DOL Form 5500 · 2024

Amvets Department of California Service Foundation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
154
Participants Small participant base
26th
Percentile by assets National rank
$9,275
Avg per participant Low balance/head
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Official DOL plan name: Amvets Department of California Service Foundation 401(k) Plan · Sponsored by Amvets Department of California Service Foundation · California · Retail Trade

$1M in assets, 154 participants

Amvets Department of California Service Foundation's Amvets Department of California Service Foundation 401(k) Plan reported $1M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,122 in Retail Trade (8,048 peers)

Coverage in California

Amvets Department of California Service Foundation 401(k) Plan covers 154 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $1M.

#3,122
in Retail Trade (8,048 peers)
+19.6%
assets growth YoY

Amvets Department of California Service Foundation 401(k) Plan among the smaller filed plans by assets

Amvets Department of California Service Foundation 401(k) Plan vs every filed plan by assets

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

$1,428,334 26th percentile higher than 26% 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

Amvets Department of California Service Foundation 401(k) 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. Amvets Department of California Service Foundation 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amvets Department of California Service Foundation 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Amvets Department of California Service Foundation 401(k) Plan reported net income fell from $260K in the plan year 2023 filing to $234K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 956056761 · Amvets Department of California Service Foundation PY 2024 · 401(k)

Amvets Department of California Service Foundation 401(k) Plan · $1M · 154 · 26th

  • NET $1M
  • BOOK 154
  • VS-ST 26th
  • BOY 401(k)
  • SCH near Cutting Tools, Inc. 401(k) Profit Sharing Plan & Trust
  • EBSA ind #3122

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 Retail Trade retirement plans → · Plans in California →

Amvets Department of California Service Foundation 401(k) Plan in the asset neighbourhood

Amvets Department of California Service Foundation 401(k) PlanAmvets Department of Califor…$1MCutting Tools, Inc. 401(k) Profit Sharing Plan & TrustCutting Tools, Inc. 401(k) P…$1MSawtooth Holdings, Inc. 401(k) PlanSawtooth Holdings, Inc. 401(…$1MBillings Clinic Money Maker PlanBillings Clinic Money Maker …$1MWarren Energy LLC 401(k) Profit Sharing Plan & TrustWarren Energy LLC 401(k) Pro…$1M
End-of-year total assets ($M) among Amvets Department of California Service Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$234K
Employer EIN956056761
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amvets Department of California Service Foundation)

Sponsor-wide plan assets over time

All Amvets Department of California Service Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.80548601750219% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.93M $1.43M ▲ +53.8%
Year Plans Participants Total Assets
2022 1 138 $935K
2023 1 154 $1M
2024 1 154 $1M

Nearby 401(k) Plans in California

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

Amvets Department of California Service Foundation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Amvets Department of California Service Foundation 401(k) Plan, Total assets ($B): 0.001428334 · Participants: 154Amvets Department of California Service Foundation 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
Amvets Department of California Service Foundation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Amvets Department of California Service Foundation 401(k) Plan side-by-side with 3 peers →

Amvets Department of California Service Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cutting Tools, Inc. 401(k) Profit Sharing Plan & Trust in TX ($1M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Amvets Department of California Service Foundation 401(k) Plan assets move in 2024? ▼
Amvets Department of California Service Foundation 401(k) Plan grew sharply - up 19.6% during 2024, from $1M to $1M. Reported net income was $234K.
How have Amvets Department of California Service Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amvets Department of California Service Foundation's sponsor-wide assets grew 52.8%, from $935K to $1M.
Which 401(k) plans are similar in size to Amvets Department of California Service Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cutting Tools, Inc. 401(k) Profit Sharing Plan & Trust in TX ($1M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Amvets Department of California Service Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants, $36M 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 956056761.

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.