Profit Sharing · DOL Form 5500 · 2022

Alan Pearlstein Ins Services Inc Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
40th
Percentile by assets National rank
$746,692
Avg per participant High balance/head
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Official DOL plan name: Alan Pearlstein Ins Services Inc Profit Sharing Plan · Sponsored by Alan Pearlstein Ins Services Inc · California · Finance & Insurance

$3M in assets, 4 participants

Alan Pearlstein Ins Services Inc's Alan Pearlstein Ins Services Inc Profit Sharing Plan reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,538 in Finance & Insurance (9,261 peers)

2022 asset change

Alan Pearlstein Ins Services Inc Profit Sharing Plan declined sharply 20.7% in 2022 ($4M → $3M) for 4 participants.

#2,538
in Finance & Insurance (9,261 peers)
-20.7%
assets change YoY

The plan reported a net loss of $779K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alan Pearlstein Ins Services Inc Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Alan Pearlstein Ins Services Inc Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,986,766 40th percentile higher than 40% of 139,123 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 2022

Alan Pearlstein Ins Services Inc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alan Pearlstein Ins Services Inc Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 953087568 · Alan Pearlstein Ins Services Inc PY 2022 · Profit Sharing

Alan Pearlstein Ins Services Inc Profit Sharing Plan · $3M · 4 · 40th

  • EIN $3M
  • EIN 4
  • EIN 40th
  • EIN Profit Sharing
  • EIN near S. Keith Barker, P.C. Profit Sharing Trust
  • EIN ind #2538

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 →

Alan Pearlstein Ins Services Inc Profit Sharing Plan in the asset neighbourhood

Alan Pearlstein Ins Services Inc Profit Sharing PlanAlan Pearlstein Ins Services…$3MS. Keith Barker, P.C. Profit Sharing TrustS. Keith Barker, P.C. Profit…$3MChartered Holdings Inc Profit Sharing PlanChartered Holdings Inc Profi…$3MAllegiant Pathologists, LLC Profit Sharing PlanAllegiant Pathologists, LLC …$3MProfit Sharing Plan for Employees of Mitchell Sinkler & Starr IncProfit Sharing Plan for Empl…$3M
End-of-year total assets ($M) among Alan Pearlstein Ins Services Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Alan Pearlstein Ins Services Inc years around the 2022 move

Sponsor-wide plan assets over time

All Alan Pearlstein Ins Services Inc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$1M$2M$3M$4M 20222023 $2.99M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 3 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$779K
Employer EIN953087568
Plan Effective Date2001-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Alan Pearlstein Ins Services Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Alan Pearlstein Ins Services Inc Profit Sharing Plan, Total assets ($B): 0.002986766 · Participants: 4Alan Pearlstein Ins Services Inc Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Alan Pearlstein Ins Services Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Alan Pearlstein Ins Services Inc Profit Sharing Plan side-by-side with 3 peers →

Alan Pearlstein Ins Services Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is S. Keith Barker, P.C. Profit Sharing Trust in VA ($3M); by covered participants it is Precision Signs, Inc. Retirement Plan in NC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alan Pearlstein Ins Services Inc Profit Sharing Plan assets move in 2022? ▼
Alan Pearlstein Ins Services Inc Profit Sharing Plan declined sharply - down 20.7% during 2022, from $4M to $3M. Reported net income was -$779K.
Which Profit Sharing plans are similar in size to Alan Pearlstein Ins Services Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is S. Keith Barker, P.C. Profit Sharing Trust in VA ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Alan Pearlstein Ins Services Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Precision Signs, Inc. Retirement Plan in NC (4 participants, $346K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953087568.

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.