Profit Sharing · DOL Form 5500 · 2022

Brian Mekelburg Professional Corp Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
40th
Percentile by assets National rank
$187,194
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brian Mekelburg Professional Corp Profit Sharing Plan · Sponsored by Brian Mekelburg Professional Corp · California · Healthcare & Social Assistance

$3M in assets, 16 participants

Brian Mekelburg Professional Corp's Brian Mekelburg Professional Corp Profit Sharing Plan reported $3M in total assets and 16 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.

  • #8,804 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Brian Mekelburg Professional Corp Profit Sharing Plan pulled back noticeably 15.0% in 2022 ($4M → $3M) for 16 participants.

#8,804
in Healthcare & Social Assistance (20,060 peers)
-15.0%
assets change YoY

The plan reported a net loss of $525K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brian Mekelburg Professional Corp Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Brian Mekelburg Professional Corp Profit Sharing Plan vs every filed plan by assets

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

$2,995,099 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

Brian Mekelburg Professional Corp Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brian Mekelburg Professional Corp Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 954060943 · Brian Mekelburg Professional Corp PY 2022 · Profit Sharing

Brian Mekelburg Professional Corp Profit Sharing Plan · $3M · 16 · 40th

  • PHOTO $3M
  • IND 16
  • EOY 40th
  • 5500 Profit Sharing
  • ASSETS near James Funeral Home of Queens, Inc. Profit Sharing Plan
  • PCT ind #8804

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Brian Mekelburg Professional Corp Profit Sharing Plan in the asset neighbourhood

Brian Mekelburg Professional Corp Profit Sharing PlanBrian Mekelburg Professional…$3MJames Funeral Home of Queens, Inc. Profit Sharing PlanJames Funeral Home of Queens…$3MHubbard Sales Company Profit Sharing Plan & TrustHubbard Sales Company Profit…$3MDr. Frank a. Rich, D. O. , Inc. Employees' Profit Sharing PlanDr. Frank a. Rich, D. O. , I…$3MDebbie a. Vigil M.D. Profit Sharing PlanDebbie a. Vigil M.D. Profit …$3M
End-of-year total assets ($M) among Brian Mekelburg Professional Corp Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Brian Mekelburg Professional Corp years around the 2022 move

Sponsor-wide plan assets over time

All Brian Mekelburg Professional Corp plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$1M$2M$3M$4M 20222023 $3M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 16 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$525K
Employer EIN954060943
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Brian Mekelburg Professional Corp Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Brian Mekelburg Professional Corp Profit Sharing Plan, Total assets ($B): 0.002995099 · Participants: 16Brian Mekelburg Professional 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
Brian Mekelburg Professional Corp Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Brian Mekelburg Professional Corp Profit Sharing Plan side-by-side with 3 peers →

Brian Mekelburg Professional Corp Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is James Funeral Home of Queens, Inc. Profit Sharing Plan in NY ($3M); by covered participants it is Mincey Enterprises Inc. Retirement Plan in VA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Brian Mekelburg Professional Corp Profit Sharing Plan assets move in 2022? ▼
Brian Mekelburg Professional Corp Profit Sharing Plan pulled back noticeably - down 15.0% during 2022, from $4M to $3M. Reported net income was -$525K.
Which Profit Sharing plans are similar in size to Brian Mekelburg Professional Corp Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is James Funeral Home of Queens, Inc. Profit Sharing Plan in NY ($3M, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Brian Mekelburg Professional Corp Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mincey Enterprises Inc. Retirement Plan in VA (16 participants, $862K 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 954060943.

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.