401(k) · DOL Form 5500 · 2024

Board of Trustees of Supplemental Income Trust Fund 401(k) Plan

Data updated 2026-08-25

$1.9B
Total assets Very large vs avg
32,778
Participants Very large workforce
99th
Percentile by assets National rank
$56,934
Avg per participant Low balance/head
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Official DOL plan name: Supplemental Income 401(k) Plan · Sponsored by Board of Trustees of Supplemental Income Trust Fund · California · Transportation & Warehousing

$1.9B in assets, 32,778 participants

Board of Trustees of Supplemental Income Trust Fund's Supplemental Income 401(k) Plan reported $1.9B in total assets and 32,778 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #3,248 in Transportation & Warehousing (3,299 peers)

Coverage in California

Supplemental Income 401(k) Plan covers 32,778 participants in California, 52x the typical California plan (state average ~630 per filing). Assets: $1.9B.

#3,248
in Transportation & Warehousing (3,299 peers)
+12.7%
assets growth YoY
19×
vs typical plan assets (national mean)

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

Supplemental Income 401(k) Plan vs every filed plan by assets

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

$1,866,171,955 Top 1% higher than 99% 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

Supplemental Income 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Supplemental Income 401(k) Plan is a mega filing (32,778 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Supplemental Income 401(k) Plan end-of-year assets rose from $1.7B in the plan year 2023 filing to $1.9B in the plan year 2024 filing.
  • Supplemental Income 401(k) Plan reported net income fell from $227M in the plan year 2023 filing to $205M in the plan year 2024 filing.
  • Supplemental Income 401(k) Plan reported participants rose from 30,285 in the plan year 2023 filing to 32,778 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942554388 · Board of Trustees of Supplemental Income Trust Fund PY 2024 · 401(k)

Supplemental Income 401(k) Plan · $1.9B · 32,778 · 99th

  • SCH $1.9B
  • EBSA 32,778
  • PART 99th
  • TYPE 401(k)
  • NET near O'reilly Automotive, Inc. Profit Sharing and Savings Plan
  • BOOK ind #3248

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 Transportation & Warehousing retirement plans → · Plans in California →

Supplemental Income 401(k) Plan in the asset neighbourhood

Supplemental Income 401(k) PlanSupplemental Income 401(k) P…$1.9BO'reilly Automotive, Inc. Profit Sharing and Savings PlanO'reilly Automotive, Inc. Pr…$1.9BSantander 401(k) Plan$1.9BAltice USA 401(k) Savings PlanAltice USA 401(k) Savings Pl…$1.9BDover Corporation Retirement Savings PlanDover Corporation Retirement…$1.9B
End-of-year total assets ($B) among Supplemental Income 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$1.7B
Net Assets (End of Year)$1.9B
Net Income$205M
Employer EIN942554388
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Supplemental Income Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Supplemental Income Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.9B 31.22148391320389% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.42B $1.87B ▲ +31.7%
Year Plans Participants Total Assets
2022 1 28,894 $1.4B
2023 1 30,285 $1.7B
2024 1 32,778 $1.9B

Nearby 401(k) Plans in California

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

Supplemental Income 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. 20000400006000080000100000120000140000 -200204060 Total assets ($B) Participants Supplemental Income 401(k) Plan, Total assets ($B): 1.866171955 · Participants: 32778Supplemental Income 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
Supplemental Income 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Scale composition for Supplemental Income 401(k) Plan

Supplemental Income 401(k) Plan reports $1.9B in end-of-year assets across 32,778 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.035% of 93,925,755 covered participants) - about $56,934 per participant (41% of the national average assets-per-participant) . Net income for plan year 2024 was $205M.

This plan identity (EIN 942554388, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.9B (+31.2%) while covered participants moved from 28,894 to 32,778 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 28,894 $1.4B Open filing
2023 30,285 $1.7B Open filing
2024 · index core 32,778 $1.9B This page

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

Outside California, the nearest 401(k) by assets is O'reilly Automotive, Inc. Profit Sharing and Savings Plan in MO ($1.9B); by covered participants it is Westrock Company 401(k) Retirement Savings Plan in GA (32,796 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (32,778 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 Supplemental Income 401(k) Plan assets move in 2024? ▼
Supplemental Income 401(k) Plan grew at a solid clip - up 12.7% during 2024, from $1.7B to $1.9B. Reported net income was $205M.
How have Board of Trustees of Supplemental Income Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Supplemental Income Trust Fund's sponsor-wide assets grew 31.2%, from $1.4B to $1.9B.
Where does Supplemental Income 401(k) Plan rank by assets among Form 5500 filers? ▼
Supplemental Income 401(k) Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Supplemental Income 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is O'reilly Automotive, Inc. Profit Sharing and Savings Plan in MO ($1.9B, 76,538 participants).
Which 401(k) plans cover a similar participant headcount to Supplemental Income 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westrock Company 401(k) Retirement Savings Plan in GA (32,796 participants, $5.0B in assets).