401(k) · DOL Form 5500 · 2024

Single Room Occupancy Housing 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
202
Participants Below avg headcount
50th
Percentile by assets National rank
$37,801
Avg per participant Low balance/head
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Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation · Sponsored by Single Room Occupancy Housing · California · Finance & Insurance

$8M in assets, 202 participants

Single Room Occupancy Housing's Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation reported $8M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,960 in Finance & Insurance (8,549 peers)

Coverage in California

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation covers 202 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $8M.

#2,960
in Finance & Insurance (8,549 peers)
+19.3%
assets growth YoY

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation's mid-pack asset rank among Finance & Insurance and all filers

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation vs every filed plan by assets

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

$7,635,848 Top 50% higher than 50% 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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation 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. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation reported net income rose from $832K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation reported participants rose from 170 in the plan year 2023 filing to 202 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953909215 · Single Room Occupancy Housing PY 2024 · 401(k)

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation · $8M · 202 · 50th

  • SCH $8M
  • EBSA 202
  • PART 50th
  • TYPE 401(k)
  • NET near Donley Auto Group 401(k) Plan
  • BOOK ind #2960

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 Finance & Insurance retirement plans → · Plans in California →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation in the asset neighbourhood

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing CorporationSafe-Harbor 401(k) Profit Sh…$8MDonley Auto Group 401(k) Plan$8MDriggs Bills & Day P.C. 401(k) Profit Sharing Plan & TrustDriggs Bills & Day P.C. 401(…$8MEmm Loans LLC 401(k) Plan$8MBoyds, L.P. 401(k) & Profit Sharing PlanBoyds, L.P. 401(k) & Profit …$8M
End-of-year total assets ($M) among Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN953909215
Plan Effective Date1998-04-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Single Room Occupancy Housing)

Sponsor-wide plan assets over time

All Single Room Occupancy Housing plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.15228751255293% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.57M $7.64M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 183 $6M
2023 1 170 $6M
2024 1 202 $8M

Nearby 401(k) Plans in California

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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation, Total assets ($B): 0.007635848 · Participants: 202Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing CorporationGoogle 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
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation vs. nearby 401(k) plans in California, assets vs. participants
Compare Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation side-by-side with 3 peers →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Donley Auto Group 401(k) Plan in OH ($8M); by covered participants it is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation assets move in 2024? ▼
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation grew sharply - up 19.3% during 2024, from $6M to $8M. Reported net income was $1M.
How have Single Room Occupancy Housing plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Single Room Occupancy Housing's sponsor-wide assets grew 37.2%, from $6M to $8M.
Which 401(k) plans are similar in size to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation? ▼
Among 401(k) plans in other states, the closest by assets is Donley Auto Group 401(k) Plan in OH ($8M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Single Room Occupancy Housing Corporation? ▼
Among 401(k) plans in other states, the closest by covered participants is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants, $874K 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 953909215.

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.