Profit Sharing · DOL Form 5500 · 2022

Jeffrey D Vertz Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
71
Participants Small participant base
38th
Percentile by assets National rank
$37,738
Avg per participant Low balance/head
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Official DOL plan name: Meeder Equipment Company Profit Sharing Plan · Sponsored by Jeffrey D Vertz · California · Wholesale Trade

$3M in assets, 71 participants

Jeffrey D Vertz's Meeder Equipment Company Profit Sharing Plan reported $3M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,761 in Wholesale Trade (6,843 peers)

Jeffrey D Vertz multi-year trail

Jeffrey D Vertz's plans moved +46.9% in assets from 2022 to 2024; this filing shows Meeder Equipment Company Profit Sharing Plan at $3M / 71 participants.

#1,761
in Wholesale Trade (6,843 peers)
-39.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Meeder Equipment Company Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Meeder Equipment Company Profit Sharing Plan vs every filed plan by assets

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

$2,679,367 38th percentile higher than 38% 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

Meeder Equipment Company Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meeder Equipment Company Profit Sharing Plan is a small filing (71 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 952118298 · Jeffrey D Vertz PY 2022 · Profit Sharing

Meeder Equipment Company Profit Sharing Plan · $3M · 71 · 38th

  • SCH $3M
  • EBSA 71
  • PART 38th
  • TYPE Profit Sharing
  • NET near Maes Tool & Die Retirement Plan
  • BOOK ind #1761

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 Wholesale Trade retirement plans → · Plans in California →

Meeder Equipment Company Profit Sharing Plan in the asset neighbourhood

Meeder Equipment Company Profit Sharing PlanMeeder Equipment Company Pro…$3MMaes Tool & Die Retirement PlanMaes Tool & Die Retirement P…$3MGetnick & Getnick LLP Profit Sharing PlanGetnick & Getnick LLP Profit…$3MIn the Moment, Inc. Retirement PlanIn the Moment, Inc. Retireme…$3MNicholas J. Spirtos, Do, Inc.P/S Plan Employees Profit Sharing PlanNicholas J. Spirtos, Do, Inc…$3M
End-of-year total assets ($M) among Meeder Equipment Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jeffrey D Vertz multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey D Vertz plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.86159081603976% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.68M $3.93M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 71 $3M
2023 1 72 $4M
2024 1 65 $4M

Jeffrey D Vertz filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN952118298
Plan Effective Date1972-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Meeder Equipment Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Meeder Equipment Company Profit Sharing Plan, Total assets ($B): 0.002679367 · Participants: 71Meeder Equipment Company 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
Meeder Equipment Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Meeder Equipment Company Profit Sharing Plan side-by-side with 3 peers →

Meeder Equipment Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Maes Tool & Die Retirement Plan in MI ($3M); by covered participants it is Siam 403(b) in PA (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Meeder Equipment Company Profit Sharing Plan assets move in 2022? ▼
Meeder Equipment Company Profit Sharing Plan contracted severely - down 39.5% during 2022, from $4M to $3M. Reported net income was -$2M.
How have Jeffrey D Vertz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey D Vertz's sponsor-wide assets grew 46.9%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Meeder Equipment Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Maes Tool & Die Retirement Plan in MI ($3M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Meeder Equipment Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Siam 403(b) in PA (71 participants, $19M 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 952118298.

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.