Other
2024 plan-year Other DOL Form 5500

SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

SAALEX CORPORATION

This Other plan holds $16M in total assets and serves 702 participants as of 2024. It is sponsored by SAALEX CORPORATION in California. The plan reported positive net income of $6M for the year.

Total Assets (2023)
$16M
Participants
702
State
Industry
Professional & Technical Services

What the Filing Says About SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by SAALEX CORPORATION, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 702 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 880438999, and the plan has been effective since 2018-12-28. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2024 to $16M at year-end — a gain of 38.6%. Net assets (after liabilities) closed the year at $5M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$16M
Net Assets (End of Year)$5M
Net Income$6M
Plan TypeOther
Employer EIN880438999
Plan Effective Date2018-12-28
Filing StatusFILING RECEIVED

Sponsor Plan History (SAALEX CORPORATION)

Year Plans Participants Total Assets
2022 2 910 $32M
2023 2 1,045 $44M
2024 2 1,345 $16M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2024 Form 5500 filing, SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN holds $16M in total assets with 702 participants. It is sponsored by SAALEX CORPORATION.
What type of plan is SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2018-12-28. The plan is filed with the U.S. Department of Labor under EIN 880438999.
Who sponsors the SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by SAALEX CORPORATION, located in California. The sponsor's EIN is 880438999 and the plan operates in the Professional & Technical Services industry.
How did SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN perform in 2024?
SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN grew by 38.6% during 2024, moving from $11M to $16M in total assets. Net income was $6M.
Where can I find official filings for SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 880438999 or plan name at efast.dol.gov.
How does SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare SAALEX CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 880438999.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.