401(k) · DOL Form 5500 · 2024

Norcal Rental Group LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
203
Participants Below avg headcount
72nd
Percentile by assets National rank
$109,233
Avg per participant Below avg balance/head
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Official DOL plan name: Norcal Rental Group 401(k) Plan · Sponsored by Norcal Rental Group LLC · California · Real Estate

$22M in assets, 203 participants

Norcal Rental Group LLC's Norcal Rental Group 401(k) Plan reported $22M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #3,953 in Real Estate (4,605 peers)

Coverage in California

Norcal Rental Group 401(k) Plan covers 203 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $22M.

#3,953
in Real Estate (4,605 peers)
+14.7%
assets growth YoY

Norcal Rental Group 401(k) Plan's outsized position by total assets

Norcal Rental Group 401(k) Plan vs every filed plan by assets

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

$22,174,300 Top 28% higher than 72% 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

Norcal Rental Group 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. Norcal Rental Group 401(k) Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Norcal Rental Group 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Norcal Rental Group 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Norcal Rental Group 401(k) Plan reported participants rose from 198 in the plan year 2023 filing to 203 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 943263537 · Norcal Rental Group LLC PY 2024 · 401(k)

Norcal Rental Group 401(k) Plan · $22M · 203 · 72nd

  • TYPE $22M
  • NET 203
  • BOOK 72nd
  • VS-ST 401(k)
  • BOY near Mechdyne Corporation 401(k) Plan
  • SCH ind #3953

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 →

Norcal Rental Group 401(k) Plan in the asset neighbourhood

Hunterdon Orthopedic Institute 401(k) Profit Sharing Plan & TrustHunterdon Orthopedic Institu…$22MLandmark Properties Real Estate Partners, LLC 401(k) PlanLandmark Properties Real Est…$22MNorcal Rental Group 401(k) PlanNorcal Rental Group 401(k) P…$22MMechdyne Corporation 401(k) PlanMechdyne Corporation 401(k) …$22MClimate Pros LLC 401(k) Profit Sharing Plan and TrustClimate Pros LLC 401(k) Prof…$22M
End-of-year total assets ($M) among Norcal Rental Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN943263537
Plan Effective Date1997-05-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Norcal Rental Group LLC)

Sponsor-wide plan assets over time

All Norcal Rental Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 43.963225275377724% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.4M $22.2M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 180 $15M
2023 1 198 $19M
2024 1 203 $22M

Nearby 401(k) Plans in California

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

Norcal Rental Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Norcal Rental Group 401(k) Plan, Total assets ($B): 0.0221743 · Participants: 203Norcal Rental Group 401(k) 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
Norcal Rental Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Norcal Rental Group 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Mechdyne Corporation 401(k) Plan in IA ($22M); by covered participants it is Pembina U.S. Corporation Wealth Accumulation Plan in TX (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Norcal Rental Group 401(k) Plan assets move in 2024? ▼
Norcal Rental Group 401(k) Plan grew at a solid clip - up 14.7% during 2024, from $19M to $22M. Reported net income was $3M.
How have Norcal Rental Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norcal Rental Group LLC's sponsor-wide assets grew 44.0%, from $15M to $22M.
Which 401(k) plans are similar in size to Norcal Rental Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mechdyne Corporation 401(k) Plan in IA ($22M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Norcal Rental Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pembina U.S. Corporation Wealth Accumulation Plan in TX (203 participants, $54M 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 943263537.

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.