401(k) · DOL Form 5500 · 2024

Santa Margarita Ford 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
176
Participants Small participant base
62nd
Percentile by assets National rank
$75,688
Avg per participant Below avg balance/head
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Official DOL plan name: Santa Margarita Ford 401(k) Profit Sharing Plan · Sponsored by Santa Margarita Ford · California · Retail Trade

$13M in assets, 176 participants

Santa Margarita Ford's Santa Margarita Ford 401(k) Profit Sharing Plan reported $13M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,876 in Retail Trade (8,048 peers)

Coverage in California

Santa Margarita Ford 401(k) Profit Sharing Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $13M.

#5,876
in Retail Trade (8,048 peers)
+13.2%
assets growth YoY

Santa Margarita Ford 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Santa Margarita Ford 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,321,141 Top 38% higher than 62% 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 Margarita Ford 401(k) Profit Sharing 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. Santa Margarita Ford 401(k) Profit Sharing Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Santa Margarita Ford 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Santa Margarita Ford 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Santa Margarita Ford 401(k) Profit Sharing Plan reported participants rose from 163 in the plan year 2023 filing to 176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 954019104 · Santa Margarita Ford PY 2024 · 401(k)

Santa Margarita Ford 401(k) Profit Sharing Plan · $13M · 176 · 62nd

  • VS-ST $13M
  • VS-ST 176
  • VS-ST 62nd
  • VS-ST 401(k)
  • VS-ST near Control Solutions LLC 401(k) Profit Sharing Plan
  • VS-ST ind #5876

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 →

Santa Margarita Ford 401(k) Profit Sharing Plan in the asset neighbourhood

Santa Margarita Ford 401(k) Profit Sharing PlanSanta Margarita Ford 401(k) …$13MControl Solutions LLC 401(k) Profit Sharing PlanControl Solutions LLC 401(k)…$13MEmployee Benefit Plan of the Children's Law CenterEmployee Benefit Plan of the…$13MFoodpro Corporation 401(k) PlanFoodpro Corporation 401(k) P…$13MCultivate Solutions 401(k) Plan and TrustCultivate Solutions 401(k) P…$13M
End-of-year total assets ($M) among Santa Margarita Ford 401(k) Profit Sharing Plan 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)$13M
Net Income$2M
Employer EIN954019104
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Margarita Ford)

Sponsor-wide plan assets over time

All Santa Margarita Ford plans reported in each filing year

Latest sponsor-wide plan assets
$13M 44.491672590824% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.22M $13.3M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 147 $9M
2023 1 163 $12M
2024 1 176 $13M

Nearby 401(k) Plans in California

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

Santa Margarita Ford 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Santa Margarita Ford 401(k) Profit Sharing Plan, Total assets ($B): 0.013321141 · Participants: 176Santa Margarita Ford 401(k) Profit Sharing 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
Santa Margarita Ford 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Margarita Ford 401(k) Profit Sharing Plan side-by-side with 3 peers →

Santa Margarita Ford 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Control Solutions LLC 401(k) Profit Sharing Plan in IL ($13M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Margarita Ford 401(k) Profit Sharing Plan assets move in 2024? ▼
Santa Margarita Ford 401(k) Profit Sharing Plan grew at a solid clip - up 13.2% during 2024, from $12M to $13M. Reported net income was $2M.
How have Santa Margarita Ford plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Margarita Ford's sponsor-wide assets grew 44.5%, from $9M to $13M.
Which 401(k) plans are similar in size to Santa Margarita Ford 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Control Solutions LLC 401(k) Profit Sharing Plan in IL ($13M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Santa Margarita Ford 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 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 954019104.

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.