401(k) · DOL Form 5500 · 2024

SAMGI 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size: 252
Participants Below avg headcount: 75th
Percentile by assets National rank: $104,480
Avg per participant Below avg balance/head

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Official DOL plan name: Samgi 401(k) Plan · Sponsored by SAMGI · California · Healthcare & Social Assistance

$26M in assets, 252 participants

SAMGI's Samgi 401(k) Plan reported $26M in total assets and 252 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.

#13,350 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Samgi 401(k) Plan covers 252 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $26M.

#13,350
in Healthcare & Social Assistance (16,916 peers): +6.5%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Samgi 401(k) Plan's outsized position by total assets

Samgi 401(k) Plan vs every filed plan by assets

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

$26,329,050 Top 25% higher than 75% 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

Samgi 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. Samgi 401(k) Plan sits mid-pack in the medium band (252 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Samgi 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Samgi 401(k) Plan reported participants rose from 194 in the plan year 2023 filing to 252 in the plan year 2024 filing.
Samgi 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 680377653 · SAMGI PY 2024 · 401(k)

Samgi 401(k) Plan · $26M · 252 · 75th

EBSA $26M
PART 252
TYPE 75th
NET 401(k)
BOOK near Gp3 401(k) Plan
VS-ST ind #13350

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 Healthcare & Social Assistance retirement plans → · Plans in California →

End-of-year total assets ($M) among Samgi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$25M
Net Assets (End of Year)	$26M
Net Income	$2M
Employer EIN	680377653
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (SAMGI)

Latest sponsor-wide plan assets: $26M 33.42892114643954% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	185	$20M
2023	1	194	$25M
2024	1	252	$26M

Nearby 401(k) Plans in California

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

Samgi 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Samgi 401(k) Plan side-by-side with 3 peers →

Samgi 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gp3 401(k) Plan in VA ($26M); by covered participants it is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Gp3 401(k) Plan (VA) $26M · 219
Anavation LLC 401(k) Plan and Profit Sharing (VA) $26M · 215
Providence Anchorage Anesthesia Medical Group, P.C. 401(k) Profit Sharing Plan (AK) $26M · 37
Gachassin Law Firm, LLC Profit Sharing 401(k) Trust (LA) $26M · 16

Similar participant headcount

Nearest other-state filings by covered participants (252 participants); asset peers above are excluded.

Gilcrest-Jewett Lumber Company Profit Sharing Plan (IA) 252 · 0 off
Empire Candle 401(k) Plan (KS) 252 · 0 off
Denron Plumbing & Hvac 401(k) Plan (NH) 252 · 0 off
Mm Hotel Management, LLC Dba Garden City Hotel 401(k) Plan (NY) 252 · 0 off

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 Samgi 401(k) Plan assets move in 2024? ▼

Samgi 401(k) Plan grew at a solid clip - up 6.5% during 2024, from $25M to $26M. Reported net income was $2M.

How have SAMGI plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), SAMGI's sponsor-wide assets grew 33.4%, from $20M to $26M.

Where does Samgi 401(k) Plan rank by assets among Form 5500 filers? ▼

Samgi 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 Samgi 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Gp3 401(k) Plan in VA ($26M, 219 participants).

Which 401(k) plans cover a similar participant headcount to Samgi 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants, N/A 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 680377653.