401(k) · DOL Form 5500 · 2024

Succession Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
668
Participants Below avg headcount
75th
Percentile by assets National rank
$37,974
Avg per participant Low balance/head
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Official DOL plan name: Succession Capital, Inc. 401(k) Plan · Sponsored by Succession Capital, Inc. · California · Professional & Technical Services

$25M in assets, 668 participants

Succession Capital, Inc.'s Succession Capital, Inc. 401(k) Plan reported $25M in total assets and 668 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,016 in Professional & Technical Services (20,173 peers)

Where Succession Capital, Inc. 401(k) Plan sits by assets

Succession Capital, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 668 participants (~$37,974/participant), up 52.9% in 2024.

#15,016
in Professional & Technical Services (20,173 peers)
+52.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Succession Capital, Inc. 401(k) Plan's outsized position by total assets

Succession Capital, Inc. 401(k) Plan vs every filed plan by assets

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

$25,366,911 Top 25% higher than 75% 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

Succession Capital, Inc. 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. Succession Capital, Inc. 401(k) Plan sits mid-pack in the medium band (668 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Succession Capital, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Succession Capital, Inc. 401(k) Plan reported participants rose from 523 in the plan year 2023 filing to 668 in the plan year 2024 filing.
  • Succession Capital, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 990378665 · Succession Capital, Inc. PY 2024 · 401(k)

Succession Capital, Inc. 401(k) Plan · $25M · 668 · 75th

  • BOOK $25M
  • BOOK 668
  • BOOK 75th
  • BOOK 401(k)
  • BOOK near Kahler Slater 401(k) Savings Plan
  • BOOK ind #15016

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 Professional & Technical Services retirement plans → · Plans in California →

Succession Capital, Inc. 401(k) Plan in the asset neighbourhood

Succession Capital, Inc. 401(k) PlanSuccession Capital, Inc. 401…$25MKahler Slater 401(k) Savings PlanKahler Slater 401(k) Savings…$25MR & E Automated Systems, LLC 401(k) Profit Sharing PlanR & E Automated Systems, LLC…$25MCloudwave 401(k) Retirement PlanCloudwave 401(k) Retirement …$25MAsapp Inc. 401(k) Plan$25M
End-of-year total assets ($M) among Succession Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN990378665
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Succession Capital, Inc.)

Sponsor-wide plan assets over time

All Succession Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 121.24603461731549% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $11.5M $25.4M ▲ +121.2%
Year Plans Participants Total Assets
2022 1 514 $11M
2023 1 523 $17M
2024 1 668 $25M

Nearby 401(k) Plans in California

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

Succession Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Succession Capital, Inc. 401(k) Plan, Total assets ($B): 0.025366911 · Participants: 668Succession Capital, Inc. 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
Succession Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Succession Capital, Inc. 401(k) Plan side-by-side with 3 peers →

Succession Capital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kahler Slater 401(k) Savings Plan in WI ($25M); by covered participants it is Aubrey Silvey Enterprises, Inc. 401(k) Plan in GA (668 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (668 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 Succession Capital, Inc. 401(k) Plan assets move in 2024? ▼
Succession Capital, Inc. 401(k) Plan surged - up 52.9% during 2024, from $17M to $25M. Reported net income was $3M.
How have Succession Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Succession Capital, Inc.'s sponsor-wide assets grew 121.2%, from $11M to $25M.
Where does Succession Capital, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Succession Capital, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Succession Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kahler Slater 401(k) Savings Plan in WI ($25M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Succession Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aubrey Silvey Enterprises, Inc. 401(k) Plan in GA (668 participants, $15M 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 990378665.

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.