401(k) · DOL Form 5500 · 2024

Generate Capital, Pbc 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
214
Participants Below avg headcount
75th
Percentile by assets National rank
$118,512
Avg per participant Near avg balance/head
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Official DOL plan name: Generate Capital Inc. 401(k) Plan · Sponsored by Generate Capital, Pbc · California · Finance & Insurance

$25M in assets, 214 participants

Generate Capital, Pbc's Generate Capital Inc. 401(k) Plan reported $25M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,213 in Finance & Insurance (8,549 peers)

Coverage in California

Generate Capital Inc. 401(k) Plan covers 214 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $25M.

#5,213
in Finance & Insurance (8,549 peers)
+47.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Generate Capital Inc. 401(k) Plan's outsized position by total assets

Generate Capital Inc. 401(k) Plan vs every filed plan by assets

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

$25,361,583 Top 25% higher than 75% 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

Generate Capital Inc. 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. Generate Capital Inc. 401(k) Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Generate Capital Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Generate Capital Inc. 401(k) Plan reported participants rose from 181 in the plan year 2023 filing to 214 in the plan year 2024 filing.
  • Generate Capital Inc. 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 471343093 · Generate Capital, Pbc PY 2024 · 401(k)

Generate Capital Inc. 401(k) Plan · $25M · 214 · 75th

  • EIN $25M
  • RANK 214
  • PHOTO 75th
  • IND 401(k)
  • EOY near Elite Casino Resorts 401(k) Plan
  • 5500 ind #5213

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 →

Generate Capital Inc. 401(k) Plan in the asset neighbourhood

Generate Capital Inc. 401(k) PlanGenerate Capital Inc. 401(k)…$25MElite Casino Resorts 401(k) PlanElite Casino Resorts 401(k) …$25MHinshaw & Culbertson Associates 401 (K) PlanHinshaw & Culbertson Associa…$25MSuvoda LLC 401(k) Plan$25MAssociation of the United States Army Inc Retirement PlanAssociation of the United St…$25M
End-of-year total assets ($M) among Generate Capital Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$25M
Net Income$8M
Employer EIN471343093
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Generate Capital, Pbc)

Sponsor-wide plan assets over time

All Generate Capital, Pbc plans reported in each filing year

Latest sponsor-wide plan assets
$25M 167.94872905566226% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $9.47M $25.4M ▲ +167.8%
Year Plans Participants Total Assets
2022 1 147 $9M
2023 1 181 $17M
2024 1 214 $25M

Nearby 401(k) Plans in California

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

Generate Capital Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Generate Capital Inc. 401(k) Plan, Total assets ($B): 0.025361583 · Participants: 214Generate Capital Inc. 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
Generate Capital Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Generate Capital Inc. 401(k) Plan side-by-side with 3 peers →

Generate Capital Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Elite Casino Resorts 401(k) Plan in IA ($25M); by covered participants it is Premier Health Services, Inc. 401(k) Plan in DC (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Generate Capital Inc. 401(k) Plan assets move in 2024? ▼
Generate Capital Inc. 401(k) Plan surged - up 47.7% during 2024, from $17M to $25M. Reported net income was $8M.
How have Generate Capital, Pbc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Generate Capital, Pbc's sponsor-wide assets grew 167.9%, from $9M to $25M.
Where does Generate Capital Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Generate Capital Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Generate Capital Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elite Casino Resorts 401(k) Plan in IA ($25M, 1,929 participants).
Which 401(k) plans cover a similar participant headcount to Generate Capital Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Health Services, Inc. 401(k) Plan in DC (214 participants, $322K 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 471343093.

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.