Profit Sharing · DOL Form 5500 · 2022

James B. Preston, a Professional Corporation Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
38th
Percentile by assets National rank
$893,424
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: James B. Preston, a Professional Corporation Profit Sharing Plan · Sponsored by James B. Preston, a Professional Corporation · California · Professional & Technical Services

$3M in assets, 3 participants

James B. Preston, a Professional Corporation's James B. Preston, a Professional Corporation Profit Sharing Plan reported $3M in total assets and 3 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.

  • #7,640 in Professional & Technical Services (21,562 peers)

2022 asset change

James B. Preston, a Professional Corporation Profit Sharing Plan declined sharply 21.3% in 2022 ($3M → $3M) for 3 participants.

#7,640
in Professional & Technical Services (21,562 peers)
-21.3%
assets change YoY

The plan reported a net loss of $725K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James B. Preston, a Professional Corporation Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

James B. Preston, a Professional Corporation Profit Sharing Plan vs every filed plan by assets

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

$2,680,272 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

James B. Preston, a Professional Corporation 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. James B. Preston, a Professional Corporation Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 942657859 · James B. Preston, a Professional Corporation PY 2022 · Profit Sharing

James B. Preston, a Professional Corporation Profit Sharing Plan · $3M · 3 · 38th

  • PHOTO $3M
  • IND 3
  • EOY 38th
  • 5500 Profit Sharing
  • ASSETS near Maes Tool & Die Retirement Plan
  • PCT ind #7640

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 →

James B. Preston, a Professional Corporation Profit Sharing Plan in the asset neighbourhood

James B. Preston, a Professional Corporation Profit Sharing PlanJames B. Preston, a Professi…$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 James B. Preston, a Professional Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

James B. Preston, a Professional Corporation years around the 2022 move

Sponsor-wide plan assets over time

All James B. Preston, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.113803375179833% vs 2022
2024 filing year
$2.6M$2.7M$2.8M$2.9M$3M 202220232024 $2.68M $2.9M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 2 $3M
2024 1 2 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$725K
Employer EIN942657859
Plan Effective Date1980-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

James B. Preston, a Professional Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants James B. Preston, a Professional Corporation Profit Sharing Plan, Total assets ($B): 0.002680272 · Participants: 3James B. Preston, a Professional Corporation 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
James B. Preston, a Professional Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare James B. Preston, a Professional Corporation Profit Sharing Plan side-by-side with 3 peers →

James B. Preston, a Professional Corporation 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 Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did James B. Preston, a Professional Corporation Profit Sharing Plan assets move in 2022? ▼
James B. Preston, a Professional Corporation Profit Sharing Plan declined sharply - down 21.3% during 2022, from $3M to $3M. Reported net income was -$725K.
How have James B. Preston, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James B. Preston, a Professional Corporation's sponsor-wide assets grew 8.1%, from $3M to $3M.
Which Profit Sharing plans are similar in size to James B. Preston, a Professional Corporation 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 James B. Preston, a Professional Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 942657859.

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.