Profit Sharing · DOL Form 5500 · 2022

Taavon's Lucky Penny Corporation Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
46th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Taavon's Lucky Penny Corporation Retirement Plan · Sponsored by Taavon's Lucky Penny Corporation · California · Administrative & Support Services

$4M in assets, 2 participants

Taavon's Lucky Penny Corporation's Taavon's Lucky Penny Corporation Retirement Plan reported $4M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,401 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Taavon's Lucky Penny Corporation Retirement Plan ranks #3,401 of 4,927 2022 filers by assets (705% of the sector average)-$4M for 2 participants.

#3,401
in Administrative & Support Services (4,927 peers)
+27.2%
assets growth YoY

Taavon's Lucky Penny Corporation Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Taavon's Lucky Penny Corporation Retirement Plan vs every filed plan by assets

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

$4,090,297 46th percentile higher than 46% 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

Taavon's Lucky Penny Corporation 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. Taavon's Lucky Penny Corporation Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 813357958 · Taavon's Lucky Penny Corporation PY 2022 · Profit Sharing

Taavon's Lucky Penny Corporation Retirement Plan · $4M · 2 · 46th

  • 5500 $4M
  • ASSETS 2
  • PCT 46th
  • EIN Profit Sharing
  • RANK near Iowa Trust and Savings Bank Employees Profit Sharing Plan
  • PHOTO ind #3401

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 Administrative & Support Services retirement plans → · Plans in California →

Taavon's Lucky Penny Corporation Retirement Plan in the asset neighbourhood

John L Duran Profit Sharing PlanJohn L Duran Profit Sharing …$4MTaavon's Lucky Penny Corporation Retirement PlanTaavon's Lucky Penny Corpora…$4MIowa Trust and Savings Bank Employees Profit Sharing PlanIowa Trust and Savings Bank …$4MK Michael Leavitt Chartered Profit Sharing Plan and TrustK Michael Leavitt Chartered …$4MCellini Profit Sharing Plan$4M
End-of-year total assets ($M) among Taavon's Lucky Penny Corporation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$875K
Employer EIN813357958
Plan Effective Date2016-08-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Taavon's Lucky Penny Corporation)

Sponsor-wide plan assets over time

All Taavon's Lucky Penny Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.425745123153648% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.09M $3.75M ▼ -8.3%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 3 $5M
2024 1 6 $4M

Nearby Profit Sharing Plans in California

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

Taavon's Lucky Penny Corporation Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Taavon's Lucky Penny Corporation Retirement Plan, Total assets ($B): 0.004090297 · Participants: 2Taavon's Lucky Penny Corporation 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
Taavon's Lucky Penny Corporation Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Taavon's Lucky Penny Corporation Retirement Plan side-by-side with 3 peers →

Taavon's Lucky Penny Corporation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Iowa Trust and Savings Bank Employees Profit Sharing Plan in IA ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Taavon's Lucky Penny Corporation Retirement Plan assets move in 2022? ▼
Taavon's Lucky Penny Corporation Retirement Plan grew sharply - up 27.2% during 2022, from $3M to $4M. Reported net income was $875K.
How have Taavon's Lucky Penny Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taavon's Lucky Penny Corporation's sponsor-wide assets declined 8.4%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Taavon's Lucky Penny Corporation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Iowa Trust and Savings Bank Employees Profit Sharing Plan in IA ($4M, 32 participants).
Which Profit Sharing plans cover a similar participant headcount to Taavon's Lucky Penny Corporation 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).

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 813357958.

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.