401(k) · DOL Form 5500 · 2024
Rancho Santa Fe Association 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 142
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $68,596
- Avg per participant Below avg balance/head
Official DOL plan name: Rancho Santa Fe Association 401(k) Plan · Sponsored by Rancho Santa Fe Association · California · Other Services
$10M in assets, 142 participants
Rancho Santa Fe Association's Rancho Santa Fe Association 401(k) Plan reported $10M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #5,715 in Other Services (7,719 peers)
Coverage in California
Rancho Santa Fe Association 401(k) Plan covers 142 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $10M.
- #5,715
- in Other Services (7,719 peers)
- +18.1%
- assets growth YoY
Rancho Santa Fe Association 401(k) Plan's mid-pack asset rank among Other Services and all filers
Rancho Santa Fe Association 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,740,579 Top 45% higher than 55% 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
Rancho Santa Fe Association 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. Rancho Santa Fe Association 401(k) Plan sits mid-pack in the medium band (142 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rancho Santa Fe Association 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Rancho Santa Fe Association 401(k) Plan reported participants rose from 139 in the plan year 2023 filing to 142 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 951132930 · Rancho Santa Fe Association PY 2024 · 401(k)
Rancho Santa Fe Association 401(k) Plan · $10M · 142 · 55th
- IND $10M
- IND 142
- IND 55th
- IND 401(k)
- IND near 403(b) Thrift Plan for Employees of Midpenn Legal Services, Inc.
- IND ind #5715
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 →
Rancho Santa Fe Association 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 951132930 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rancho Santa Fe Association)
Sponsor-wide plan assets over time
All Rancho Santa Fe Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 44.52673867646897% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $7M |
| 2023 | 1 | 139 | $8M |
| 2024 | 1 | 142 | $10M |
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
Rancho Santa Fe Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Midpenn Legal Services, Inc. in PA ($10M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.
- Slickdeals, LLC 401(k) Profit Sharing Plan (NV) 142 · 0 off
- Km Printing LLC 401(k) Plan (MD) 142 · 0 off
- A & K Earth Movers, Inc. Retirement Plan (NV) 142 · 0 off
- Centricity Research 401(k) Plan (OH) 142 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.