Profit Sharing · DOL Form 5500 · 2022

Tulita Monsees Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
27th
Percentile by assets National rank
$167,268
Avg per participant Above avg balance/head
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Official DOL plan name: Monsees and Company, Inc. Profit Sharing Plan · Sponsored by Tulita Monsees · California · Retail Trade

$1M in assets, 7 participants

Tulita Monsees's Monsees and Company, Inc. Profit Sharing Plan reported $1M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,491 in Retail Trade (9,519 peers)

Tulita Monsees multi-year trail

Tulita Monsees's plans moved -88.0% in assets from 2022 to 2024; this filing shows Monsees and Company, Inc. Profit Sharing Plan at $1M / 7 participants.

#3,491
in Retail Trade (9,519 peers)
-34.6%
assets change YoY

The plan reported a net loss of $619K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monsees and Company, Inc. Profit Sharing Plan among the smaller filed plans by assets

Monsees and Company, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,170,877 27th percentile higher than 27% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Monsees and Company, Inc. 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. Monsees and Company, Inc. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 680307773 · Tulita Monsees PY 2022 · Profit Sharing

Monsees and Company, Inc. Profit Sharing Plan · $1M · 7 · 27th

  • IND $1M
  • EOY 7
  • 5500 27th
  • ASSETS Profit Sharing
  • PCT near Pedro J. Vendrell Benito, Md Retirement Plan
  • EIN ind #3491

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 Retail Trade retirement plans → · Plans in California →

Monsees and Company, Inc. Profit Sharing Plan in the asset neighbourhood

Monsees and Company, Inc. Profit Sharing PlanMonsees and Company, Inc. Pr…$1MPedro J. Vendrell Benito, Md Retirement PlanPedro J. Vendrell Benito, Md…$1MPraxis Services, Inc. Profit Sharing PlanPraxis Services, Inc. Profit…$1MSantiago Ramos Segarra Retirement PlanSantiago Ramos Segarra Retir…$1MDavid W Gilbert & Associates Inc Profit Sharing Plan and TrustDavid W Gilbert & Associates…$1M
End-of-year total assets ($M) among Monsees and Company, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Tulita Monsees multi-year asset trail

Sponsor-wide plan assets over time

All Tulita Monsees plans reported in each filing year

Latest sponsor-wide plan assets
$140K 88.00411998869224% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.17M $0.14M ▼ -88.0%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 5 $111K
2024 1 4 $140K

Tulita Monsees filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$619K
Employer EIN680307773
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Monsees and Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Monsees and Company, Inc. Profit Sharing Plan, Total assets ($B): 0.001170877 · Participants: 7Monsees and Company, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Monsees and Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Monsees and Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

Monsees and Company, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Pedro J. Vendrell Benito, Md Retirement Plan in PR ($1M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (7 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.

Frequently Asked Questions

How did Monsees and Company, Inc. Profit Sharing Plan assets move in 2022? ▼
Monsees and Company, Inc. Profit Sharing Plan contracted severely - down 34.6% during 2022, from $2M to $1M. Reported net income was -$619K.
How have Tulita Monsees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tulita Monsees's sponsor-wide assets declined 88.0%, from $1M to $140K.
Which Profit Sharing plans are similar in size to Monsees and Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pedro J. Vendrell Benito, Md Retirement Plan in PR ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Monsees and Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants, $393K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680307773.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.