401(k) · DOL Form 5500 · 2024
Santa Rosa Associates, a General Partnership 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 52
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $346,661
- Avg per participant High balance/head
Official DOL plan name: Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan · Sponsored by Santa Rosa Associates, a General Partnership · California · Healthcare & Social Assistance
$18M in assets, 52 participants
Santa Rosa Associates, a General Partnership's Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan reported $18M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,361 in Healthcare & Social Assistance (16,916 peers)
Santa Rosa Associates, a General Partnership multi-year trail
Santa Rosa Associates, a General Partnership's plans moved +10.4% in assets from 2022 to 2024; this filing shows Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan at $18M / 52 participants.
- #12,361
- in Healthcare & Social Assistance (16,916 peers)
- +13.8%
- assets growth YoY
Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan's outsized position by total assets
Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,026,360 Top 32% higher than 68% 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
Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan is a small filing (52 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan reported net income rose from -$490K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan reported participants rose from 46 in the plan year 2023 filing to 52 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 770069344 · Santa Rosa Associates, a General Partnership PY 2024 · 401(k)
Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan · $18M · 52 · 68th
- ASSETS $18M
- PCT 52
- EIN 68th
- RANK 401(k)
- PHOTO near Commercial Bank & Trust of PA Employees' Profit Sharing Retirement Plan
- IND ind #12361
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 →
Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan in the asset neighbourhood
Santa Rosa Associates, a General Partnership multi-year asset trail
Sponsor-wide plan assets over time
All Santa Rosa Associates, a General Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 10.40592752723835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $16M |
| 2023 | 1 | 46 | $16M |
| 2024 | 1 | 52 | $18M |
Santa Rosa Associates, a General Partnership filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 770069344 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
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
Santa Rosa Associates, a General Partnership 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Commercial Bank & Trust of PA Employees' Profit Sharing Retirement Plan in PA ($18M); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.
- Aceco Machine Works, Inc. 401(k) Plan (ID) 52 · 0 off
- Epic Shine 401(k) Plan (ID) 52 · 0 off
- Blakeman Transportation 401(k) Profit Sharing Plan (TX) 52 · 0 off
- Udall Shumway PLC 401(k) Profit Sharing Plan (AZ) 52 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.