Profit Sharing · DOL Form 5500 · 2022

Fell Capital Management Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
47th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Fell Capital Management Profit Sharing Plan · Sponsored by Fell Capital Management · California · Professional & Technical Services

$4M in assets, 2 participants

Fell Capital Management's Fell Capital Management Profit Sharing Plan reported $4M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,581 in Professional & Technical Services (21,562 peers)

Fell Capital Management multi-year trail

Fell Capital Management's plans moved +51.4% in assets from 2022 to 2024; this filing shows Fell Capital Management Profit Sharing Plan at $4M / 2 participants.

#9,581
in Professional & Technical Services (21,562 peers)
-16.1%
assets change YoY

The plan reported a net loss of $802K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fell Capital Management Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Fell Capital Management Profit Sharing Plan vs every filed plan by assets

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

$4,173,255 47th percentile higher than 47% 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

Fell Capital Management 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. Fell Capital Management Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 330338050 · Fell Capital Management PY 2022 · Profit Sharing

Fell Capital Management Profit Sharing Plan · $4M · 2 · 47th

  • PART $4M
  • PART 2
  • PART 47th
  • PART Profit Sharing
  • PART near Richard C. Cole, Jr., Ltd Profit Sharing Plan
  • PART ind #9581

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 Professional & Technical Services retirement plans → · Plans in California →

Fell Capital Management Profit Sharing Plan in the asset neighbourhood

Richard C. Cole, Jr., Ltd Profit Sharing PlanRichard C. Cole, Jr., Ltd Pr…$4MGary Grindstaff Dds Emp Profit Sharing PlanGary Grindstaff Dds Emp Prof…$4MFell Capital Management Profit Sharing PlanFell Capital Management Prof…$4MMohammad I Hussain Md Profit Sharing PlanMohammad I Hussain Md Profit…$4MBrown's Ice Cream Company Profit Sharing PlanBrown's Ice Cream Company Pr…$4M
End-of-year total assets ($M) among Fell Capital Management Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Fell Capital Management multi-year asset trail

Sponsor-wide plan assets over time

All Fell Capital Management plans reported in each filing year

Latest sponsor-wide plan assets
$6M 51.354254652543396% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.17M $6.32M ▲ +51.6%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $6M

Fell Capital Management filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$802K
Employer EIN330338050
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Fell Capital Management Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Fell Capital Management Profit Sharing Plan, Total assets ($B): 0.004173255 · Participants: 2Fell Capital Management 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
Fell Capital Management Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Fell Capital Management Profit Sharing Plan side-by-side with 3 peers →

Fell Capital Management Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Richard C. Cole, Jr., Ltd Profit Sharing Plan in AZ ($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 Fell Capital Management Profit Sharing Plan assets move in 2022? ▼
Fell Capital Management Profit Sharing Plan declined sharply - down 16.1% during 2022, from $5M to $4M. Reported net income was -$802K.
How have Fell Capital Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fell Capital Management's sponsor-wide assets grew 51.4%, from $4M to $6M.
Which Profit Sharing plans are similar in size to Fell Capital Management Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Richard C. Cole, Jr., Ltd Profit Sharing Plan in AZ ($4M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Fell Capital Management Profit Sharing 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 330338050.

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.