401(k) · DOL Form 5500 · 2024

Cali Bamboo, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
265
Participants Below avg headcount
69th
Percentile by assets National rank
$69,166
Avg per participant Below avg balance/head
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Official DOL plan name: Victoria U.S. Holdings 401(k) Plan · Sponsored by Cali Bamboo, LLC · California · Other Services

$18M in assets, 265 participants

Cali Bamboo, LLC's Victoria U.S. Holdings 401(k) Plan reported $18M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,376 in Other Services (7,719 peers)

Coverage in California

Victoria U.S. Holdings 401(k) Plan covers 265 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $18M.

#6,376
in Other Services (7,719 peers)
+26.3%
assets growth YoY

Victoria U.S. Holdings 401(k) Plan's outsized position by total assets

Victoria U.S. Holdings 401(k) Plan vs every filed plan by assets

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

$18,329,090 Top 31% higher than 69% 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

Victoria U.S. Holdings 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. Victoria U.S. Holdings 401(k) Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Victoria U.S. Holdings 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Victoria U.S. Holdings 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Victoria U.S. Holdings 401(k) Plan reported participants rose from 254 in the plan year 2023 filing to 265 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 203050842 · Cali Bamboo, LLC PY 2024 · 401(k)

Victoria U.S. Holdings 401(k) Plan · $18M · 265 · 69th

  • ASSETS $18M
  • ASSETS 265
  • ASSETS 69th
  • ASSETS 401(k)
  • ASSETS near Bonitz, Inc. 401(k) Retirement Savings Plan
  • ASSETS ind #6376

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 Other Services retirement plans → · Plans in California →

Victoria U.S. Holdings 401(k) Plan in the asset neighbourhood

Victoria U.S. Holdings 401(k) PlanVictoria U.S. Holdings 401(k…$18MBonitz, Inc. 401(k) Retirement Savings PlanBonitz, Inc. 401(k) Retireme…$18MSusser Bank 401(k)$18MMobile Medical Response, Incorporated 401(k) PlanMobile Medical Response, Inc…$18MThe Dynamic Employee Savings and Profit Sharing Plan and TrustThe Dynamic Employee Savings…$18M
End-of-year total assets ($M) among Victoria U.S. Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN203050842
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cali Bamboo, LLC)

Sponsor-wide plan assets over time

All Cali Bamboo, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 160.35861101088932% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.04M $18.3M ▲ +160.4%
Year Plans Participants Total Assets
2022 1 116 $7M
2023 1 254 $15M
2024 1 265 $18M

Nearby 401(k) Plans in California

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

Victoria U.S. Holdings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Victoria U.S. Holdings 401(k) Plan, Total assets ($B): 0.01832909 · Participants: 265Victoria U.S. Holdings 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
Victoria U.S. Holdings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Victoria U.S. Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bonitz, Inc. 401(k) Retirement Savings Plan in SC ($18M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Victoria U.S. Holdings 401(k) Plan assets move in 2024?
Victoria U.S. Holdings 401(k) Plan grew sharply - up 26.3% during 2024, from $15M to $18M. Reported net income was $4M.
How have Cali Bamboo, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Cali Bamboo, LLC's sponsor-wide assets grew 160.4%, from $7M to $18M.
Which 401(k) plans are similar in size to Victoria U.S. Holdings 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bonitz, Inc. 401(k) Retirement Savings Plan in SC ($18M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Victoria U.S. Holdings 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (265 participants, $29M in assets).