Profit Sharing · DOL Form 5500 · 2022
Alex W. Tom Profit Sharing Plan
Data updated 2026-08-25
- $984K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $328,146
- Avg per participant High balance/head
Official DOL plan name: Profit Sharing Plan · Sponsored by Alex W. Tom · California · Healthcare & Social Assistance
$984K in assets, 3 participants
Alex W. Tom's Profit Sharing Plan reported $984K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,402 in Healthcare & Social Assistance (20,060 peers)
Alex W. Tom multi-year trail
Alex W. Tom's plans moved +81.9% in assets from 2022 to 2024; this filing shows Profit Sharing Plan at $984K / 3 participants.
- #4,402
- in Healthcare & Social Assistance (20,060 peers)
- -32.0%
- assets change YoY
The plan reported a net loss of $462K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Profit Sharing Plan among the smaller filed plans by assets
Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$984,437 25th percentile higher than 25% 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
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. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
DOL schedule card
Filing strip 770333145 · Alex W. Tom PY 2022 · Profit Sharing
Profit Sharing Plan · $984K · 3 · 25th
- NET $984K
- BOOK 3
- VS-ST 25th
- BOY Profit Sharing
- SCH near Charles R. Sonnier (Aplc) Profit Sharing Plan
- EBSA ind #4402
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 →
Profit Sharing Plan in the asset neighbourhood
Alex W. Tom multi-year asset trail
Sponsor-wide plan assets over time
All Alex W. Tom plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 81.86634493734293% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6 | $3M |
| 2023 | 2 | 5 | $5M |
| 2024 | 2 | 5 | $6M |
Alex W. Tom filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $984K |
| Net Income | -$462K |
| Employer EIN | 770333145 |
| Plan Effective Date | 1997-01-01 |
| 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
Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Charles R. Sonnier (Aplc) Profit Sharing Plan in LA ($985K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($984K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.