401(k) · DOL Form 5500 · 2024

Sfe Investment Counsel, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
10
Participants Small participant base
59th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan · Sponsored by Sfe Investment Counsel, Inc. · California · Finance & Insurance

$12M in assets, 10 participants

Sfe Investment Counsel, Inc.'s Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,691 in Finance & Insurance (8,549 peers)

Sfe Investment Counsel, Inc. multi-year trail

Sfe Investment Counsel, Inc.'s plans moved +81.1% in assets from 2022 to 2024; this filing shows Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan at $12M / 10 participants.

#3,691
in Finance & Insurance (8,549 peers)
+20.4%
assets growth YoY

Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,742,373 Top 41% higher than 59% 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

Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan reported participants rose from 9 in the plan year 2023 filing to 10 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 261202867 · Sfe Investment Counsel, Inc. PY 2024 · 401(k)

Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan · $12M · 10 · 59th

  • PART $12M
  • PART 10
  • PART 59th
  • PART 401(k)
  • PART near Florida Proton Therapy Institute, Inc. 401(k) Plan
  • PART ind #3691

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 →

Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sfe Investment Counsel, Inc. 401(k) Profit Sharing PlanSfe Investment Counsel, Inc.…$12MFlorida Proton Therapy Institute, Inc. 401(k) PlanFlorida Proton Therapy Insti…$12MIntecrowd LLC 401(k) Plan$12MDicke, Billig, & Czaja, PLLC 401(k) PlanDicke, Billig, & Czaja, PLLC…$12MHoneyville, Inc Retirement PlanHoneyville, Inc Retirement P…$12M
End-of-year total assets ($M) among Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sfe Investment Counsel, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sfe Investment Counsel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 81.06480362833582% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.49M $11.7M ▲ +80.9%
Year Plans Participants Total Assets
2022 1 9 $6M
2023 1 9 $10M
2024 1 10 $12M

Sfe Investment Counsel, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN261202867
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011742373 · Participants: 10Sfe Investment Counsel, Inc. 401(k) Profit Sharing 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
Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Florida Proton Therapy Institute, Inc. 401(k) Plan in FL ($12M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan grew sharply - up 20.4% during 2024, from $10M to $12M. Reported net income was $2M.
How have Sfe Investment Counsel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sfe Investment Counsel, Inc.'s sponsor-wide assets grew 81.1%, from $6M to $12M.
Which 401(k) plans are similar in size to Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Florida Proton Therapy Institute, Inc. 401(k) Plan in FL ($12M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Sfe Investment Counsel, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A 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 261202867.

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.