401(k) · DOL Form 5500 · 2024

The Santa Lucia Preserve Co. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
187
Participants Below avg headcount
52nd
Percentile by assets National rank
$44,863
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Santa Lucia Preserve Co. 401(k) Plan · Sponsored by The Santa Lucia Preserve Co. · California · Real Estate

$8M in assets, 187 participants

The Santa Lucia Preserve Co.'s The Santa Lucia Preserve Co. 401(k) Plan reported $8M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,240 in Real Estate (4,605 peers)

Coverage in California

The Santa Lucia Preserve Co. 401(k) Plan covers 187 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $8M.

#3,240
in Real Estate (4,605 peers)
+7.1%
assets growth YoY

The Santa Lucia Preserve Co. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

The Santa Lucia Preserve Co. 401(k) Plan vs every filed plan by assets

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

$8,389,393 Top 48% higher than 52% 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

The Santa Lucia Preserve Co. 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. The Santa Lucia Preserve Co. 401(k) Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Santa Lucia Preserve Co. 401(k) Plan reported net income rose from $58K in the plan year 2023 filing to $556K in the plan year 2024 filing.
  • The Santa Lucia Preserve Co. 401(k) Plan reported participants rose from 172 in the plan year 2023 filing to 187 in the plan year 2024 filing.
  • The Santa Lucia Preserve Co. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 261261408 · The Santa Lucia Preserve Co. PY 2024 · 401(k)

The Santa Lucia Preserve Co. 401(k) Plan · $8M · 187 · 52nd

  • EIN $8M
  • RANK 187
  • PHOTO 52nd
  • IND 401(k)
  • EOY near Novo Nordisk Puerto Rico 401(k) Plan
  • 5500 ind #3240

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 →

The Santa Lucia Preserve Co. 401(k) Plan in the asset neighbourhood

The Santa Lucia Preserve Co. 401(k) PlanThe Santa Lucia Preserve Co.…$8MNovo Nordisk Puerto Rico 401(k) PlanNovo Nordisk Puerto Rico 401…$8MKsq Therapeutics 401(k) Plan$8MPremium Label & Packaging Solutions Retirement PlanPremium Label & Packaging So…$8MUnilode Aviation Solutions 401(k) PlanUnilode Aviation Solutions 4…$8M
End-of-year total assets ($M) among The Santa Lucia Preserve Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$556K
Employer EIN261261408
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Santa Lucia Preserve Co.)

Sponsor-wide plan assets over time

All The Santa Lucia Preserve Co. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 7.894125955121798% vs 2022
2024 filing year
$7.6M$7.8M$8M$8.2M$8.4M$8.6M 202220232024 $7.78M $8.39M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 166 $8M
2023 1 172 $8M
2024 1 187 $8M

Nearby 401(k) Plans in California

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

The Santa Lucia Preserve Co. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Santa Lucia Preserve Co. 401(k) Plan, Total assets ($B): 0.008389393 · Participants: 187The Santa Lucia Preserve Co. 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
The Santa Lucia Preserve Co. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Santa Lucia Preserve Co. 401(k) Plan side-by-side with 3 peers →

The Santa Lucia Preserve Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Novo Nordisk Puerto Rico 401(k) Plan in NJ ($8M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 The Santa Lucia Preserve Co. 401(k) Plan assets move in 2024? ▼
The Santa Lucia Preserve Co. 401(k) Plan grew at a solid clip - up 7.1% during 2024, from $8M to $8M. Reported net income was $556K.
How have The Santa Lucia Preserve Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Santa Lucia Preserve Co.'s sponsor-wide assets grew 7.9%, from $8M to $8M.
Which 401(k) plans are similar in size to The Santa Lucia Preserve Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Novo Nordisk Puerto Rico 401(k) Plan in NJ ($8M, 6 participants).
Which 401(k) plans cover a similar participant headcount to The Santa Lucia Preserve Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (187 participants, $10M 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 261261408.

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.