Profit Sharing · DOL Form 5500 · 2022
Charles Foscue Profit Sharing Plan
Data updated 2026-08-25
- $62K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $30,795
- Avg per participant Low balance/head
Official DOL plan name: Hai Financial Inc Retirement Plan · Sponsored by Charles Foscue · California · Finance & Insurance
$62K in assets, 2 participants
Charles Foscue's Hai Financial Inc Retirement Plan reported $62K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 4th 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.
- #247 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Hai Financial Inc Retirement Plan holds $62K for 2 participants - about $30,795 per participant, among the smaller plans by assets on file.
- #247
- in Finance & Insurance (9,261 peers)
- +0.0%
- assets growth YoY
Hai Financial Inc Retirement Plan among the smaller filed plans by assets
Hai Financial Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$61,590 4th percentile higher than 4% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hai Financial Inc 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. Hai Financial Inc Retirement Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 954358853 · Charles Foscue PY 2022 · Profit Sharing
Hai Financial Inc Retirement Plan · $62K · 2 · 4th
- 5500 $62K
- ASSETS 2
- PCT 4th
- EIN Profit Sharing
- RANK near Manhattan Medical Arts PLLC Profit Sharing Plan
- PHOTO ind #247
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 →
Hai Financial Inc Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $62K |
|---|---|
| Net Assets (End of Year) | $62K |
| Net Income | $25 |
| Employer EIN | 954358853 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles Foscue)
Sponsor-wide plan assets over time
All Charles Foscue plans reported in each filing year
- Latest sponsor-wide plan assets
- $62K 0.4481246955674622% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $62K |
| 2023 | 1 | 2 | $62K |
| 2024 | 1 | 2 | $62K |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Hai Financial Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Manhattan Medical Arts PLLC Profit Sharing Plan in NY ($62K); 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 ($62K 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.