401(k) · DOL Form 5500 · 2024

Santa Cruz County Bank 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
153
Participants Small participant base
69th
Percentile by assets National rank
$123,171
Avg per participant Near avg balance/head
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Official DOL plan name: Santa Cruz County Bank Retirement Trust · Sponsored by Santa Cruz County Bank · California · Finance & Insurance

$19M in assets, 153 participants

Santa Cruz County Bank's Santa Cruz County Bank Retirement Trust reported $19M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,597 in Finance & Insurance (8,549 peers)

Coverage in California

Santa Cruz County Bank Retirement Trust covers 153 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $19M.

#4,597
in Finance & Insurance (8,549 peers)
+52.4%
assets growth YoY

Santa Cruz County Bank Retirement Trust's outsized position by total assets

Santa Cruz County Bank Retirement Trust vs every filed plan by assets

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

$18,845,227 Top 31% higher than 69% 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

Santa Cruz County Bank Retirement Trust 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. Santa Cruz County Bank Retirement Trust sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Santa Cruz County Bank Retirement Trust reported net income rose from $2M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Santa Cruz County Bank Retirement Trust end-of-year assets rose from $12M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Santa Cruz County Bank Retirement Trust reported participants fell from 164 in the plan year 2023 filing to 153 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 134265907 · Santa Cruz County Bank PY 2024 · 401(k)

Santa Cruz County Bank Retirement Trust · $19M · 153 · 69th

  • VS-ST $19M
  • BOY 153
  • SCH 69th
  • EBSA 401(k)
  • PART near Risk Management Programs, Inc. Retirement Plan
  • TYPE ind #4597

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 →

Santa Cruz County Bank Retirement Trust in the asset neighbourhood

Santa Cruz County Bank Retirement TrustSanta Cruz County Bank Retir…$19MPerrin Asphalt Company, Inc. 401(k) Profit Sharing PlanPerrin Asphalt Company, Inc.…$19MRisk Management Programs, Inc. Retirement PlanRisk Management Programs, In…$19MEyecare Medical Group Employee Stock Ownership 401(k) PlanEyecare Medical Group Employ…$19MQuadrant Capital Advisors, Inc. Profit Sharing PlanQuadrant Capital Advisors, I…$19M
End-of-year total assets ($M) among Santa Cruz County Bank Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$19M
Net Income$6M
Employer EIN134265907
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Cruz County Bank)

Sponsor-wide plan assets over time

All Santa Cruz County Bank plans reported in each filing year

Latest sponsor-wide plan assets
$19M 86.49029881135513% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.1M $18.9M ▲ +86.4%
Year Plans Participants Total Assets
2022 1 148 $10M
2023 1 164 $12M
2024 1 153 $19M

Nearby 401(k) Plans in California

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

Santa Cruz County Bank Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Santa Cruz County Bank Retirement Trust, Total assets ($B): 0.018845227 · Participants: 153Santa Cruz County Bank Retirement TrustGoogle 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
Santa Cruz County Bank Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Cruz County Bank Retirement Trust side-by-side with 3 peers →

Santa Cruz County Bank Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Risk Management Programs, Inc. Retirement Plan in VA ($19M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Santa Cruz County Bank Retirement Trust assets move in 2024? ▼
Santa Cruz County Bank Retirement Trust surged - up 52.4% during 2024, from $12M to $19M. Reported net income was $6M.
How have Santa Cruz County Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Cruz County Bank's sponsor-wide assets grew 86.5%, from $10M to $19M.
Which 401(k) plans are similar in size to Santa Cruz County Bank Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Risk Management Programs, Inc. Retirement Plan in VA ($19M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Santa Cruz County Bank Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 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 134265907.

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.