Profit Sharing · DOL Form 5500 · 2022

State Financial Corp Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
34th
Percentile by assets National rank
$335,952
Avg per participant High balance/head
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Official DOL plan name: State Financial Corp Profit Sharing Plan · Sponsored by State Financial Corp · California · Finance & Insurance

$2M in assets, 6 participants

State Financial Corp's State Financial Corp Profit Sharing Plan reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,120 in Finance & Insurance (9,261 peers)

State Financial Corp multi-year trail

State Financial Corp's plans moved +30.2% in assets from 2022 to 2024; this filing shows State Financial Corp Profit Sharing Plan at $2M / 6 participants.

#2,120
in Finance & Insurance (9,261 peers)
-1.5%
assets change YoY

The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State Financial Corp Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

State Financial Corp Profit Sharing Plan vs every filed plan by assets

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

$2,015,712 34th percentile higher than 34% 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

State Financial Corp 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. State Financial Corp Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 952478454 · State Financial Corp PY 2022 · Profit Sharing

State Financial Corp Profit Sharing Plan · $2M · 6 · 34th

  • IND $2M
  • IND 6
  • IND 34th
  • IND Profit Sharing
  • IND near Brian Szabo, D.P.M. P.C. Profit Sharing Plan
  • IND ind #2120

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 →

State Financial Corp Profit Sharing Plan in the asset neighbourhood

State Financial Corp Profit Sharing PlanState Financial Corp Profit …$2MBrian Szabo, D.P.M. P.C. Profit Sharing PlanBrian Szabo, D.P.M. P.C. Pro…$2MJsn Aspirations Inc. Retirement PlanJsn Aspirations Inc. Retirem…$2MAlvin S. Wenneker, M.D., Inc Profit Sharing PlanAlvin S. Wenneker, M.D., Inc…$2MR&l Recreation Inc. Retirement PlanR&l Recreation Inc. Retireme…$2M
End-of-year total assets ($M) among State Financial Corp Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

State Financial Corp multi-year asset trail

Sponsor-wide plan assets over time

All State Financial Corp plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.237305726214856% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.02M $2.63M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 7 $3M

State Financial Corp filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$31K
Employer EIN952478454
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

State Financial Corp Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants State Financial Corp Profit Sharing Plan, Total assets ($B): 0.002015712 · Participants: 6State Financial Corp 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
State Financial Corp Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare State Financial Corp Profit Sharing Plan side-by-side with 3 peers →

State Financial Corp Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Brian Szabo, D.P.M. P.C. Profit Sharing Plan in PA ($2M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 State Financial Corp Profit Sharing Plan assets move in 2022? ▼
State Financial Corp Profit Sharing Plan edged down modestly - down 1.5% during 2022, from $2M to $2M. Reported net income was -$31K.
How have State Financial Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Financial Corp's sponsor-wide assets grew 30.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to State Financial Corp Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Brian Szabo, D.P.M. P.C. Profit Sharing Plan in PA ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to State Financial Corp Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K 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 952478454.

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.