401(k) · DOL Form 5500 · 2024
Santa Cruz Bicycles, Inc. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 315
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $71,551
- Avg per participant Below avg balance/head
Official DOL plan name: Santa Cruz Bicycles 401(k) Plan · Sponsored by Santa Cruz Bicycles, Inc. · California · Wholesale Trade
$23M in assets, 315 participants
Santa Cruz Bicycles, Inc.'s Santa Cruz Bicycles 401(k) Plan reported $23M in total assets and 315 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #4,228 in Wholesale Trade (6,080 peers)
Coverage in California
Santa Cruz Bicycles 401(k) Plan covers 315 participants in California, about 50% of the average California filer (state average ~630 per filing). Assets: $23M.
- #4,228
- in Wholesale Trade (6,080 peers)
- +6.1%
- assets growth YoY
Santa Cruz Bicycles 401(k) Plan's outsized position by total assets
Santa Cruz Bicycles 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,538,587 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Santa Cruz Bicycles 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. Santa Cruz Bicycles 401(k) Plan sits mid-pack in the medium band (315 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santa Cruz Bicycles 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Santa Cruz Bicycles 401(k) Plan reported participants fell from 377 in the plan year 2023 filing to 315 in the plan year 2024 filing.
- Santa Cruz Bicycles 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 770409360 · Santa Cruz Bicycles, Inc. PY 2024 · 401(k)
Santa Cruz Bicycles 401(k) Plan · $23M · 315 · 72nd
- PCT $23M
- PCT 315
- PCT 72nd
- PCT 401(k)
- PCT near Furniture Marketing Group, Inc. 401(k)/Profit Sharing Plan
- PCT ind #4228
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 Wholesale Trade retirement plans → · Plans in California →
Santa Cruz Bicycles 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $1M |
| Employer EIN | 770409360 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Cruz Bicycles, Inc.)
Sponsor-wide plan assets over time
All Santa Cruz Bicycles, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 41.126193762006494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 301 | $16M |
| 2023 | 1 | 377 | $21M |
| 2024 | 1 | 315 | $23M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Santa Cruz Bicycles 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Furniture Marketing Group, Inc. 401(k)/Profit Sharing Plan in TX ($23M); by covered participants it is Child Crisis Arizona 401(k) Plan in AZ (315 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Furniture Marketing Group, Inc. 401(k)/Profit Sharing Plan (TX) $23M · 240
- Pashman Stein 401(k) Plan (NJ) $23M · 124
- Cmi Group 401(k) Plan (AZ) $23M · 472
- Tena Companies 401(k) Plan (MN) $23M · 155
Similar participant headcount
Nearest other-state filings by covered participants (315 participants); asset peers above are excluded.
- Child Crisis Arizona 401(k) Plan (AZ) 315 · 0 off
- Ellwood Crankshaft Group 401(k) Savings Plan (PA) 315 · 0 off
- Delfingen US, Inc. Retirement Savings Plan (MI) 315 · 0 off
- Cutter & Buck 401(k) Plan (WA) 315 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.