401(k) · DOL Form 5500 · 2024

First Team Real Estate - Orange County 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
232
Participants Below avg headcount
63rd
Percentile by assets National rank
$60,589
Avg per participant Low balance/head
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Official DOL plan name: First Team Foc 401(k) Plan · Sponsored by First Team Real Estate - Orange County · California · Real Estate

$14M in assets, 232 participants

First Team Real Estate - Orange County's First Team Foc 401(k) Plan reported $14M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,644 in Real Estate (4,605 peers)

Coverage in California

First Team Foc 401(k) Plan covers 232 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $14M.

#3,644
in Real Estate (4,605 peers)
-11.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Team Foc 401(k) Plan's mid-pack asset rank among Real Estate and all filers

First Team Foc 401(k) Plan vs every filed plan by assets

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

$14,056,629 Top 37% higher than 63% 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

First Team Foc 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. First Team Foc 401(k) Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Team Foc 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • First Team Foc 401(k) Plan end-of-year assets fell from $16M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • First Team Foc 401(k) Plan reported participants fell from 252 in the plan year 2023 filing to 232 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330311423 · First Team Real Estate - Orange County PY 2024 · 401(k)

First Team Foc 401(k) Plan · $14M · 232 · 63rd

  • EBSA $14M
  • PART 232
  • TYPE 63rd
  • NET 401(k)
  • BOOK near Stg Design Profit Sharing 401(k) Plan
  • VS-ST ind #3644

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 Real Estate retirement plans → · Plans in California →

First Team Foc 401(k) Plan in the asset neighbourhood

First Team Foc 401(k) Plan$14MStg Design Profit Sharing 401(k) PlanStg Design Profit Sharing 40…$14MMcs 401(k) Plan$14MBenefit Communications, Inc. 401(k) PlanBenefit Communications, Inc.…$14MCustom Aluminum Products, Inc. Employees' 401(k) Profit Sharing PlanCustom Aluminum Products, In…$14M
End-of-year total assets ($M) among First Team Foc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN330311423
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Team Real Estate - Orange County)

Sponsor-wide plan assets over time

All First Team Real Estate - Orange County plans reported in each filing year

Latest sponsor-wide plan assets
$14M 3.8130612493286717% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.5M $14.1M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 280 $14M
2023 1 252 $16M
2024 1 232 $14M

Nearby 401(k) Plans in California

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

First Team Foc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants First Team Foc 401(k) Plan, Total assets ($B): 0.014056629 · Participants: 232First Team Foc 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
First Team Foc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare First Team Foc 401(k) Plan side-by-side with 3 peers →

First Team Foc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stg Design Profit Sharing 401(k) Plan in TX ($14M); by covered participants it is Aspen Therapy 401(k) Plan in OH (232 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (232 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 First Team Foc 401(k) Plan assets move in 2024? ▼
First Team Foc 401(k) Plan pulled back noticeably - down 11.4% during 2024, from $16M to $14M. Reported net income was -$2M.
How have First Team Real Estate - Orange County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Team Real Estate - Orange County's sponsor-wide assets grew 3.8%, from $14M to $14M.
Which 401(k) plans are similar in size to First Team Foc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stg Design Profit Sharing 401(k) Plan in TX ($14M, 104 participants).
Which 401(k) plans cover a similar participant headcount to First Team Foc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspen Therapy 401(k) Plan in OH (232 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 330311423.

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.