Profit Sharing · DOL Form 5500 · 2022
Jane S Lee Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $701,351
- Avg per participant High balance/head
Official DOL plan name: Essex Obg Profit Share · Sponsored by Jane S Lee · California · Healthcare & Social Assistance
$1M in assets, 2 participants
Jane S Lee's Essex Obg Profit Share reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #5,534 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Essex Obg Profit Share declined sharply 27.7% in 2022 ($2M → $1M) for 2 participants.
- #5,534
- in Healthcare & Social Assistance (20,060 peers)
- -27.7%
- assets change YoY
The plan reported a net loss of $539K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Essex Obg Profit Share among the smaller filed plans by assets
Essex Obg Profit Share vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,402,701 29th percentile higher than 29% 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
Essex Obg Profit Share among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Essex Obg Profit Share is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 223751255 · Jane S Lee PY 2022 · Profit Sharing
Essex Obg Profit Share · $1M · 2 · 29th
- NET $1M
- NET 2
- NET 29th
- NET Profit Sharing
- NET near Bowles Pharmacy Inc. Retirement Plan
- NET ind #5534
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 →
Essex Obg Profit Share in the asset neighbourhood
Jane S Lee years around the 2022 move
Sponsor-wide plan assets over time
All Jane S Lee plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2024 | 1 | 1 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$539K |
| Employer EIN | 223751255 |
| Plan Effective Date | 2002-12-20 |
| 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
Essex Obg Profit Share's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Bowles Pharmacy Inc. Retirement Plan in OK ($1M); 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 ($1M 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.