Benchmarking Five Acres 401(K) Plan in Altadena, CA against all plans
Five Acres 401(K) Plan in Altadena, CA has the 7th-highest yield on beginning-of-plan-year total assets (15.81%) among the 42 plans in the Far West whose industry group is Religious, Grantmaking, Civic, Professional, and Similar Organizations. That 15.81% compares to an average of 14.01% across those 42 plans.
Beating the average of 14.01% means an extra $310,272 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
Five Acres 401(K) Plan has these standings among those 42 peer plans:
Beating the average of 14.01% means an extra $310,272 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
Five Acres 401(K) Plan has these standings among those 42 peer plans:
- yield on beginning-of-plan-year total assets = 15.81% (7th-highest)
- net earnings on investments = $2,718,774 (14th-highest)
- total assets at beginning of plan year = $17,198,164 (16th-most)
- asset transfers to this plan = $0
- asset transfers from this plan = $0
- cash contributions from participants = $970,128
- cash contributions from employers = $729,331
- total contributions = $2,009,369
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Peers
beat out by The Broad Foundations Retirement Savings Plan in Los Angeles, CA (17.70%), Lucile Packard Foundation for Children's Health Retirement & Savings 401k Plan in Palo Alto, CA (17.04%), Onc 401(K) Plan in Anchorage, AK (17.02%), and Semi 401(K) Retirement Plan in Milpitas, CA (16.38%), and 2 others, ending with Hopelink 401(K) Plan in Redmond, WA (15.86%).
beat Transfair USA 401(K) Plan in Oakland, CA (15.73%), San Francisco Travel Association Employee 401(K) Plan in San Francisco, CA (15.53%), Room To Read 401(K) Profit Sharing Plan and Trust in San Francisco, CA (15.48%), and California Medical Association Employees' Retirement Savings Plan in Sacramento, CA (15.30%), and others, ending with Community Action Partnership of Madera County, Inc. 403(B) Retirement Plan in Madera, CA (6.01%).
beat Transfair USA 401(K) Plan in Oakland, CA (15.73%), San Francisco Travel Association Employee 401(K) Plan in San Francisco, CA (15.53%), Room To Read 401(K) Profit Sharing Plan and Trust in San Francisco, CA (15.48%), and California Medical Association Employees' Retirement Savings Plan in Sacramento, CA (15.30%), and others, ending with Community Action Partnership of Madera County, Inc. 403(B) Retirement Plan in Madera, CA (6.01%).
References
- whose industry group is. The industry group is the first four digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in region. The 9 regions with their corresponding states or other geographic entities are: New England (CT ME MA NH RI VT), Mid Atlantic (DE DC MD NJ NY PA), Great Lakes (IL IN MI OH WI), Plains (IA KS MN MO NE ND SD), Southeast (AL AR FL GA KY LA MS NC SC TN VA WV), Southwest (AZ NM OK TX), Rocky Mountains (CO ID MT UT WY), Far West (AK CA HI NV OR WA), and Outlying Areas (VI PR GU AS MP). Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.