401(k) · DOL Form 5500 · 2024

C. J. Segerstrom & Sons 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
293
Participants Below avg headcount
88th
Percentile by assets National rank
$261,643
Avg per participant Above avg balance/head
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Official DOL plan name: C.J. Segerstrom & Sons 401(k) Savings & Investment Plan · Sponsored by C. J. Segerstrom & Sons · California · Real Estate

$77M in assets, 293 participants

C. J. Segerstrom & Sons's C.J. Segerstrom & Sons 401(k) Savings & Investment Plan reported $77M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,410 in Real Estate (4,605 peers)

Coverage in California

C.J. Segerstrom & Sons 401(k) Savings & Investment Plan covers 293 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $77M.

#4,410
in Real Estate (4,605 peers)
+15.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

C.J. Segerstrom & Sons 401(k) Savings & Investment Plan's outsized position by total assets

C.J. Segerstrom & Sons 401(k) Savings & Investment Plan vs every filed plan by assets

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

$76,661,492 Top 12% higher than 88% 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

C.J. Segerstrom & Sons 401(k) Savings & Investment 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. C.J. Segerstrom & Sons 401(k) Savings & Investment Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • C.J. Segerstrom & Sons 401(k) Savings & Investment Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • C.J. Segerstrom & Sons 401(k) Savings & Investment Plan end-of-year assets rose from $66M in the plan year 2023 filing to $77M in the plan year 2024 filing.
  • C.J. Segerstrom & Sons 401(k) Savings & Investment Plan reported participants fell from 298 in the plan year 2023 filing to 293 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 951877493 · C. J. Segerstrom & Sons PY 2024 · 401(k)

C.J. Segerstrom & Sons 401(k) Savings & Investment Plan · $77M · 293 · 88th

  • TYPE $77M
  • TYPE 293
  • TYPE 88th
  • TYPE 401(k)
  • TYPE near Marigold 401(k) Plan
  • TYPE ind #4410

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 →

C.J. Segerstrom & Sons 401(k) Savings & Investment Plan in the asset neighbourhood

National Bank Holdings Corporation 401(k) PlanNational Bank Holdings Corpo…$77MAssociated Grocers 401(k) Savings Plan Trust AccountAssociated Grocers 401(k) Sa…$77MC.J. Segerstrom & Sons 401(k) Savings & Investment PlanC.J. Segerstrom & Sons 401(k…$77MMarigold 401(k) Plan$77MFhlbank Dallas 401(k) Retirement PlanFhlbank Dallas 401(k) Retire…$77M
End-of-year total assets ($M) among C.J. Segerstrom & Sons 401(k) Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$77M
Net Income$10M
Employer EIN951877493
Plan Effective Date1996-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C. J. Segerstrom & Sons)

Sponsor-wide plan assets over time

All C. J. Segerstrom & Sons plans reported in each filing year

Latest sponsor-wide plan assets
$77M 31.898209185456146% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $58.1M $76.7M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 255 $58M
2023 1 298 $66M
2024 1 293 $77M

Nearby 401(k) Plans in California

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

C.J. Segerstrom & Sons 401(k) Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants C.J. Segerstrom & Sons 401(k) Savings & Investment Plan, Total assets ($B): 0.076661492 · Participants: 293C.J. Segerstrom & Sons 401(k) Savings & Investment 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
C.J. Segerstrom & Sons 401(k) Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare C.J. Segerstrom & Sons 401(k) Savings & Investment Plan side-by-side with 3 peers →

C.J. Segerstrom & Sons 401(k) Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Marigold 401(k) Plan in TN ($77M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (293 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 C.J. Segerstrom & Sons 401(k) Savings & Investment Plan assets move in 2024? ▼
C.J. Segerstrom & Sons 401(k) Savings & Investment Plan grew sharply - up 15.6% during 2024, from $66M to $77M. Reported net income was $10M.
How have C. J. Segerstrom & Sons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C. J. Segerstrom & Sons's sponsor-wide assets grew 31.9%, from $58M to $77M.
Where does C.J. Segerstrom & Sons 401(k) Savings & Investment Plan rank by assets among Form 5500 filers? ▼
C.J. Segerstrom & Sons 401(k) Savings & Investment Plan ranks in the 88th 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 C.J. Segerstrom & Sons 401(k) Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marigold 401(k) Plan in TN ($77M, 507 participants).
Which 401(k) plans cover a similar participant headcount to C.J. Segerstrom & Sons 401(k) Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants, $11M 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 951877493.

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.