401(k)
2023 plan-year 401(k) DOL Form 5500

Silicon Valley Mechanical, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Silicon Valley Mechanical, Inc. ยท California ยท Construction

What the 2023 filing shows

Silicon Valley Mechanical, Inc. 401(k) Plan holds $22M for 138 participants - about $162,066 per participant, up 35.8% over the 2023 plan year.

$22M
total plan assets (2023 EOY)
138
covered participants
$162,066
avg assets per participant
+35.8%
assets growth YoY
Total Assets (2023)
$22M
Participants
138
State
Industry
Construction

What the Filing Says About Silicon Valley Mechanical, Inc. 401(k) Plan

Silicon Valley Mechanical, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Silicon Valley Mechanical, Inc., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 138 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 464540945, and the plan has been effective since 2007-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2023 to $22M at year-end โ€” a gain of 35.8%. Net assets (after liabilities) closed the year at $22M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$22M
Net Assets (End of Year)$22M
Net Income$6M
Plan Type401(k)
Employer EIN464540945
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Silicon Valley Mechanical, Inc.)

Year Plans Participants Total Assets
2022 1 124 $16M
2023 2 256 $28M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Silicon Valley Mechanical, Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, Silicon Valley Mechanical, Inc. 401(k) Plan holds $22M in total assets with 138 participants. It is sponsored by Silicon Valley Mechanical, Inc..
What type of plan is Silicon Valley Mechanical, Inc. 401(k) Plan?
Silicon Valley Mechanical, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2007-03-01. The plan is filed with the U.S. Department of Labor under EIN 464540945.
Who sponsors the Silicon Valley Mechanical, Inc. 401(k) Plan?
Silicon Valley Mechanical, Inc. 401(k) Plan is sponsored by Silicon Valley Mechanical, Inc., located in California. The sponsor's EIN is 464540945 and the plan operates in the Construction industry.
How did Silicon Valley Mechanical, Inc. 401(k) Plan perform in 2023?
Silicon Valley Mechanical, Inc. 401(k) Plan grew by 35.8% during 2023, moving from $16M to $22M in total assets. Net income was $6M.
Where can I find official filings for Silicon Valley Mechanical, Inc. 401(k) Plan?
Official Form 5500 filings for Silicon Valley Mechanical, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 464540945 or plan name at efast.dol.gov.
How does Silicon Valley Mechanical, Inc. 401(k) Plan compare to other plans?
You can compare Silicon Valley Mechanical, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 464540945.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.