401(k) · DOL Form 5500 · 2024
Samuelson Brothers 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $655,518
- Avg per participant High balance/head
Official DOL plan name: Samuelson Brothers Employees Profit Sharing Plan · Sponsored by Samuelson Brothers · California · Real Estate
$4M in assets, 6 participants
Samuelson Brothers's Samuelson Brothers Employees Profit Sharing Plan reported $4M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #2,661 in Real Estate (4,605 peers)
Real Estate sector rank
Within Real Estate, Samuelson Brothers Employees Profit Sharing Plan ranks #2,661 of 4,605 2024 filers by assets (660% of the sector average)-$4M for 6 participants.
- #2,661
- in Real Estate (4,605 peers)
- -33.6%
- 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.
Samuelson Brothers Employees Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Samuelson Brothers Employees Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,933,107 38th percentile higher than 38% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Samuelson Brothers Employees Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samuelson Brothers Employees Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Samuelson Brothers Employees Profit Sharing Plan reported net income fell from -$174K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Samuelson Brothers Employees Profit Sharing Plan end-of-year assets fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 951950225 · Samuelson Brothers PY 2024 · 401(k)
Samuelson Brothers Employees Profit Sharing Plan · $4M · 6 · 38th
- BOY $4M
- BOY 6
- BOY 38th
- BOY 401(k)
- BOY near Tria Architects, Inc. 401(k) Plan
- BOY ind #2661
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 →
Samuelson Brothers Employees Profit Sharing Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 951950225 |
| Plan Effective Date | 1965-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samuelson Brothers)
Sponsor-wide plan assets over time
All Samuelson Brothers plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 35.51202111436066% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $6M |
| 2023 | 1 | 6 | $6M |
| 2024 | 1 | 6 | $4M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Samuelson Brothers Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Tria Architects, Inc. 401(k) Plan in MA ($4M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.