Profit Sharing · DOL Form 5500 · 2022
Nick G Tarlson Cpa Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $296,080
- Avg per participant High balance/head
Official DOL plan name: Tarlson & Associates Profit Sharing Plan · Sponsored by Nick G Tarlson Cpa · California · Professional & Technical Services
$2M in assets, 6 participants
Nick G Tarlson Cpa's Tarlson & Associates Profit Sharing Plan reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #6,145 in Professional & Technical Services (21,562 peers)
Nick G Tarlson Cpa multi-year trail
Nick G Tarlson Cpa's plans moved +39.6% in assets from 2022 to 2024; this filing shows Tarlson & Associates Profit Sharing Plan at $2M / 6 participants.
- #6,145
- in Professional & Technical Services (21,562 peers)
- -8.5%
- assets change YoY
The plan reported a net loss of $164K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tarlson & Associates Profit Sharing Plan among the smaller filed plans by assets
Tarlson & Associates Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,776,478 32nd percentile higher than 32% 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
Tarlson & 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. Tarlson & Associates Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 680077572 · Nick G Tarlson Cpa PY 2022 · Profit Sharing
Tarlson & Associates Profit Sharing Plan · $2M · 6 · 32nd
- SCH $2M
- EBSA 6
- PART 32nd
- TYPE Profit Sharing
- NET near Capitol Services, Inc. Profit Sharing Plan
- BOOK ind #6145
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 →
Tarlson & Associates Profit Sharing Plan in the asset neighbourhood
Nick G Tarlson Cpa multi-year asset trail
Sponsor-wide plan assets over time
All Nick G Tarlson Cpa plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 39.62863598648562% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 6 | $2M |
| 2024 | 1 | 5 | $2M |
Nick G Tarlson Cpa filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$164K |
| Employer EIN | 680077572 |
| Plan Effective Date | 1984-01-01 |
| 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
Tarlson & Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Capitol Services, Inc. Profit Sharing Plan in MI ($2M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Hillin and Company, P.C. Profit Sharing Plan (MO) 6 · 0 off
- Integrated Home Interiors, Inc. Retirement Plan (FL) 6 · 0 off
- Lymi Inc. Retirement Plan (AZ) 6 · 0 off
- Agerasia Inc. Retirement Plan (FL) 6 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.