Profit Sharing · DOL Form 5500 · 2022

Truitt Enterprises Profit Sharing Plan

Data updated 2026-08-25

$468K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$234,182
Avg per participant Above avg balance/head
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Official DOL plan name: Truitt Enterprises Retirement Plan · Sponsored by Truitt Enterprises · California · Real Estate

$468K in assets, 2 participants

Truitt Enterprises's Truitt Enterprises Retirement Plan reported $468K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,493 in Real Estate (5,057 peers)

Truitt Enterprises multi-year trail

Truitt Enterprises's plans moved +56.0% in assets from 2022 to 2024; this filing shows Truitt Enterprises Retirement Plan at $468K / 2 participants.

#1,493
in Real Estate (5,057 peers)
+29.0%
assets growth YoY

Truitt Enterprises Retirement Plan among the smaller filed plans by assets

Truitt Enterprises Retirement Plan vs every filed plan by assets

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

$468,364 18th percentile higher than 18% 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

Truitt Enterprises Retirement 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. Truitt Enterprises Retirement Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 821183023 · Truitt Enterprises PY 2022 · Profit Sharing

Truitt Enterprises Retirement Plan · $468K · 2 · 18th

  • PCT $468K
  • EIN 2
  • RANK 18th
  • PHOTO Profit Sharing
  • IND near Adam Shepherd Enterprises, Inc. Retirement Plan
  • EOY ind #1493

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 Real Estate retirement plans → · Plans in California →

Truitt Enterprises Retirement Plan in the asset neighbourhood

Truitt Enterprises Retirement PlanTruitt Enterprises Retiremen…$468KAdam Shepherd Enterprises, Inc. Retirement PlanAdam Shepherd Enterprises, I…$468KT.E. Kramer Holdings, Inc. Retirement PlanT.E. Kramer Holdings, Inc. R…$468KDulaney Law Firm, LLP Plan$469KNorline Healthcare Inc. Retirement PlanNorline Healthcare Inc. Reti…$469K
End-of-year total assets ($M) among Truitt Enterprises Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Truitt Enterprises multi-year asset trail

Sponsor-wide plan assets over time

All Truitt Enterprises plans reported in each filing year

Latest sponsor-wide plan assets
$731K 55.97185095353186% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.47M $0.73M ▲ +55.3%
Year Plans Participants Total Assets
2022 1 2 $468K
2023 1 2 $577K
2024 1 2 $731K

Truitt Enterprises filing trail (2022)

Total Assets (Beginning of Year)$363K
Net Assets (End of Year)$468K
Net Income$105K
Employer EIN821183023
Plan Effective Date2017-04-14
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Truitt Enterprises Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Truitt Enterprises Retirement Plan, Total assets ($B): 0.000468364 · Participants: 2Truitt Enterprises Retirement 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
Truitt Enterprises Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Truitt Enterprises Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Adam Shepherd Enterprises, Inc. Retirement Plan in TX ($468K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($468K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Truitt Enterprises Retirement Plan assets move in 2022?
Truitt Enterprises Retirement Plan grew sharply - up 29.0% during 2022, from $363K to $468K. Reported net income was $105K.
How have Truitt Enterprises plan assets changed over time?
Across 3 plan years on file (2022-2024), Truitt Enterprises's sponsor-wide assets grew 56.0%, from $468K to $731K.
Where does Truitt Enterprises Retirement Plan rank by assets among Form 5500 filers?
Truitt Enterprises Retirement Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Truitt Enterprises Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Adam Shepherd Enterprises, Inc. Retirement Plan in TX ($468K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Truitt Enterprises Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).