Profit Sharing · DOL Form 5500 · 2022
Heathorn & Associates Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $419,698
- Avg per participant High balance/head
Official DOL plan name: Heathorn & Associates, Profit Sharing Plan · Sponsored by Heathorn & Associates · California · Manufacturing
$3M in assets, 7 participants
Heathorn & Associates's Heathorn & Associates, Profit Sharing Plan reported $3M in total assets and 7 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.
- #4,822 in Manufacturing (20,602 peers)
2022 asset change
Heathorn & Associates, Profit Sharing Plan pulled back noticeably 9.5% in 2022 ($3M → $3M) for 7 participants.
- #4,822
- in Manufacturing (20,602 peers)
- -9.5%
- assets change YoY
The plan reported a net loss of $309K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heathorn & Associates, Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers
Heathorn & Associates, Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,937,883 40th percentile higher than 40% 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
Heathorn & Associates, 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. Heathorn & Associates, Profit Sharing Plan is a micro filing (7 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 943166225 · Heathorn & Associates PY 2022 · Profit Sharing
Heathorn & Associates, Profit Sharing Plan · $3M · 7 · 40th
- EOY $3M
- EOY 7
- EOY 40th
- EOY Profit Sharing
- EOY near Bluestone Health Association, Inc. 403(b) Plan
- EOY ind #4822
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 Manufacturing retirement plans → · Plans in California →
Heathorn & Associates, Profit Sharing Plan in the asset neighbourhood
Heathorn & Associates years around the 2022 move
Sponsor-wide plan assets over time
All Heathorn & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $3M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$309K |
| Employer EIN | 943166225 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
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
Heathorn & Associates, Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Bluestone Health Association, Inc. 403(b) Plan in WV ($3M); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Central Home Health Care Inc. Profit Sharing Plan (MI) 7 · 0 off
- Loberg & Loberg Profit Sharing Plan (WI) 7 · 0 off
- Sqaf Inc. Retirement Plan (GA) 7 · 0 off
- Annalea Enterprises, Inc. Retirement Plan (TX) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.