401(k) · DOL Form 5500 · 2024

Samrose Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$3K
Total assets Small plan by assets
3
Participants Small participant base
1st
Percentile by assets National rank
$969
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Samrose Advisors, Inc. Profit Sharing Plan · Sponsored by Samrose Advisors, Inc. · California · Professional & Technical Services

$3K in assets, 3 participants

Samrose Advisors, Inc.'s Samrose Advisors, Inc. Profit Sharing Plan reported $3K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #159 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Samrose Advisors, Inc. Profit Sharing Plan holds $3K for 3 participants - about $969 per participant, among the smaller plans by assets on file.

#159
in Professional & Technical Services (20,173 peers)
+0.0%
assets growth YoY

Samrose Advisors, Inc. Profit Sharing Plan among the smaller filed plans by assets

Samrose Advisors, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,908 1st percentile higher than 1% 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

Samrose Advisors, Inc. 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. Samrose Advisors, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Samrose Advisors, Inc. Profit Sharing Plan reported net income fell from $2 in the plan year 2023 filing to $1 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 330926072 · Samrose Advisors, Inc. PY 2024 · 401(k)

Samrose Advisors, Inc. Profit Sharing Plan · $3K · 3 · 1st

  • EBSA $3K
  • PART 3
  • TYPE 1st
  • NET 401(k)
  • BOOK near Dle Management Company 401(k) Plan
  • VS-ST ind #159

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 Professional & Technical Services retirement plans → · Plans in California →

Samrose Advisors, Inc. Profit Sharing Plan in the asset neighbourhood

Samrose Advisors, Inc. Profit Sharing PlanSamrose Advisors, Inc. Profi…$3KDle Management Company 401(k) PlanDle Management Company 401(k…$3KMontharris Industries, Inc. 401(k) PlanMontharris Industries, Inc. …$3KBoulder Designs by Battle Tested Enterprises, Inc. 401(k) Profit Sharing PlanBoulder Designs by Battle Te…$3KSpecialized Office Support, Inc. 401(k) Profit Sharing PlanSpecialized Office Support, …$3K
End-of-year total assets ($M) among Samrose Advisors, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3K
Net Assets (End of Year)$3K
Net Income$1
Employer EIN330926072
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samrose Advisors, Inc.)

Sponsor-wide plan assets over time

All Samrose Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$234K 5.732251191679907% vs 2022
2024 filing year
$0.22M$0.22M$0.23M$0.23M$0.24M 202220232024 $0.22M $0.23M ▲ +4.5%
Year Plans Participants Total Assets
2022 2 3 $222K
2023 2 6 $232K
2024 2 6 $234K

Nearby 401(k) Plans in California

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

Samrose Advisors, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Samrose Advisors, Inc. Profit Sharing Plan, Total assets ($B): 0.000002908 · Participants: 3Samrose Advisors, Inc. 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
Samrose Advisors, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Samrose Advisors, Inc. Profit Sharing Plan side-by-side with 3 peers →

Samrose Advisors, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dle Management Company 401(k) Plan in SC ($3K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Samrose Advisors, Inc. Profit Sharing Plan assets move in 2024? ▼
Samrose Advisors, Inc. Profit Sharing Plan held essentially flat - up 0.0% during 2024, from $3K to $3K. Reported net income was $1.
How have Samrose Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samrose Advisors, Inc.'s sponsor-wide assets grew 5.7%, from $222K to $234K.
Where does Samrose Advisors, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Samrose Advisors, Inc. Profit Sharing Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Samrose Advisors, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dle Management Company 401(k) Plan in SC ($3K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Samrose Advisors, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 330926072.

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.