401(k) · DOL Form 5500 · 2024

Southgate Glass & Screen 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
200
Participants Below avg headcount
42nd
Percentile by assets National rank
$25,122
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southgate Glass & Screen 401(k) Profit Sharing Plan · Sponsored by Southgate Glass & Screen · California · Retail Trade

$5M in assets, 200 participants

Southgate Glass & Screen's Southgate Glass & Screen 401(k) Profit Sharing Plan reported $5M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,247 in Retail Trade (8,048 peers)

Coverage in California

Southgate Glass & Screen 401(k) Profit Sharing Plan covers 200 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $5M.

#4,247
in Retail Trade (8,048 peers)
+11.9%
assets growth YoY

Southgate Glass & Screen 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Southgate Glass & Screen 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,024,446 42nd percentile higher than 42% 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

Southgate Glass & Screen 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. Southgate Glass & Screen 401(k) Profit Sharing Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southgate Glass & Screen 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $545K in the plan year 2024 filing.
  • Southgate Glass & Screen 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 680384486 · Southgate Glass & Screen PY 2024 · 401(k)

Southgate Glass & Screen 401(k) Profit Sharing Plan · $5M · 200 · 42nd

  • SCH $5M
  • EBSA 200
  • PART 42nd
  • TYPE 401(k)
  • NET near South Western Dental Flexible 401(k) Plan
  • BOOK ind #4247

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 →

Southgate Glass & Screen 401(k) Profit Sharing Plan in the asset neighbourhood

Tom Scott Honda 401(k) Plan$5MSouthgate Glass & Screen 401(k) Profit Sharing PlanSouthgate Glass & Screen 401…$5MSouth Western Dental Flexible 401(k) PlanSouth Western Dental Flexibl…$5MUniversal Companies, Inc. 401(k) PlanUniversal Companies, Inc. 40…$5MCompany Retirement Plan$5M
End-of-year total assets ($M) among Southgate Glass & Screen 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)$4M
Net Assets (End of Year)$5M
Net Income$545K
Employer EIN680384486
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southgate Glass & Screen)

Sponsor-wide plan assets over time

All Southgate Glass & Screen plans reported in each filing year

Latest sponsor-wide plan assets
$5M 50.60787845488355% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.34M $5.02M ▲ +50.3%
Year Plans Participants Total Assets
2022 1 139 $3M
2023 1 202 $4M
2024 1 200 $5M

Nearby 401(k) Plans in California

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

Southgate Glass & Screen 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 ($B) Participants Southgate Glass & Screen 401(k) Profit Sharing Plan, Total assets ($B): 0.005024446 · Participants: 200Southgate Glass & Screen 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
Southgate Glass & Screen 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Southgate Glass & Screen 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 South Western Dental Flexible 401(k) Plan in SD ($5M); by covered participants it is Tata Elxsi 401(k) Plan in MI (200 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Southgate Glass & Screen 401(k) Profit Sharing Plan assets move in 2024?
Southgate Glass & Screen 401(k) Profit Sharing Plan grew at a solid clip - up 11.9% during 2024, from $4M to $5M. Reported net income was $545K.
How have Southgate Glass & Screen plan assets changed over time?
Across 3 plan years on file (2022-2024), Southgate Glass & Screen's sponsor-wide assets grew 50.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Southgate Glass & Screen 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is South Western Dental Flexible 401(k) Plan in SD ($5M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Southgate Glass & Screen 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Tata Elxsi 401(k) Plan in MI (200 participants, $587K in assets).