This company

Specialty distribution / Grocery wholesale· San Rafael, CA
NAICS 424400
As of · 2 sources, 15 observations, 1 event; scored 13 days ago
Find capital

The company's name

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. $24K to $0.1M
    probable EBITDA

    Probable EBITDA $24K to $0.1M on revenue of $0.8M to $1.8M, estimated from 2 employees.

    Outside the $1M to $15M EBITDA range most independent sponsors state they buy.

    InferenceDFX estimate from headcount on Form 5500, 45% confidence
  2. 46
    dealability of 100

    Why it fits: operating tenure +18.4, 18 years since earliest plan effective date (floor on age); sector demand +10.5, specialty distribution: sponsor demand index 0.70 (anonymised market prior); benefit plans +5, 2 benefit plans on file (a professionalised employer).

    The largest contributions to its dealability score, each with the fact it rests on.

    DerivedDFX score, 13 Sep 2026
  3. 53
    data confidence of 100

    How sure the record is: 2 independent sources; latest effective observation 12 Sep 2026; size estimate at 45% confidence.

    How much of this page rests on independent sources rather than on our estimates.

    Measuredcount of sources and dates on the record
Dealability
46
elevated
Sponsor fit
27
moderate
Transition readiness
0
low
Data confidence
53
elevated
Opportunity
13
ranking only
What is it

Specialty distribution (Grocery wholesale) employer in San Rafael, CA, with 60 benefit plan participants on its latest filing, and a benefit plan in place since 2008. No website description has been captured yet.

Why does it fit
  • +2
    Estimate
  • +18.4
    Fact
  • +5
    Fact
  • +10
    Inference
  • +10.5
    Inference
Why now
What its own filings say
  1. 2022 to 2024Workforce on the planflatcontext weightFact
    Form 5500 · read Sep 17, 2026
How large is it
Probable revenue
$800,000 to $1.8M Estimate
Probable EBITDA
$24,000 to $126,000 Estimate
Workforce proxy
60 plan participants
Estimate computed on
2 employees, the headcount the size estimate used
Method
employees x sector revenue/employee band x sector EBITDA margin band
Confidence
45%
How certain are we
  • +30
    Fact2 independent sources
  • +9.4
    Factlatest effective observation 2026-09-12
  • +13.5
    Estimate
What changed
Ownership and transition activity
How the four classes are defined
  1. Jul 1, 2024plan year 2024Company transitionFactFinal filing, next year unpublishedconfidence 80%
    Final Form 5500 for 1 plan; the following plan year is not yet on the record
    Rule: On the 2022 and 2023 tapes, 79 to 80% of sponsors that marked a return final were absent from the RAW Form 5500 record the following plan year (any size, any industry, EIN and successor), against 1.8 to 2.1% of sponsors that did not; that is next-year absence, not a sale rate
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 11, 2026
  1. Every dated event
  2. Jul 1, 2024Final benefit plan filingFactTransaction preparation
    DOL EFAST2 Form 5500 datasets efast.dol.gov
Decision makers

No named leader on the record yet: the company's site did not list one where we read it.

Profile
Founded
benefit plan since Apr 1, 2008 (age floor 18 years)
Ownership
not observed
Plans on file
2
What is the evidence
FactValueClassEffectiveSourceEvidence
Active participants2Fact2024-07-01DOL EFAST2 Form 5500 datasets
Ebitda band$75,000Estimate2026-09-12DFX model output (scores, estimates, matches)
no URL
Ebitda band$75,000Estimate2026-09-11DFX model output (scores, estimates, matches)
no URL
Hq locationSan Rafael, CAFact2024-07-01DOL EFAST2 Form 5500 datasets
Naics code424400Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$2.3MFact2024-07-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$4.0MFact2023-07-01DOL EFAST2 Form 5500 datasets
Plan assets eoy usd$3.7MFact2022-07-01DOL EFAST2 Form 5500 datasets
Plan count2Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan effective date earliest2008-04-01Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan participants60Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan participants59Fact2023-07-01DOL EFAST2 Form 5500 datasets
Plan participants57Fact2022-07-01DOL EFAST2 Form 5500 datasets
SubsectorGrocery wholesaleFact2024-07-01DOL EFAST2 Form 5500 datasets
VerticalSpecialty distributionFact2024-07-01DOL EFAST2 Form 5500 datasets