Profit Sharing · DOL Form 5500 · 2022

Wachter Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
44th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Wachter Investments, Inc. Profit Sharing Plan · Sponsored by Wachter Investments, Inc. · California · Finance & Insurance

$4M in assets, 3 participants

Wachter Investments, Inc.'s Wachter Investments, Inc. Profit Sharing Plan reported $4M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,788 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Wachter Investments, Inc. Profit Sharing Plan holds $4M for 3 participants - about $1.2M per participant, in the lower half of filed plans by assets.

#2,788
in Finance & Insurance (9,261 peers)
-2.7%
assets change YoY

The plan reported a net loss of $102K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wachter Investments, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Wachter Investments, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,633,409 44th percentile higher than 44% 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

Wachter Investments, 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. Wachter Investments, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 942591848 · Wachter Investments, Inc. PY 2022 · Profit Sharing

Wachter Investments, Inc. Profit Sharing Plan · $4M · 3 · 44th

  • TYPE $4M
  • NET 3
  • BOOK 44th
  • VS-ST Profit Sharing
  • BOY near Leftin Investment Co. Profit Sharing Plan
  • SCH ind #2788

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 Finance & Insurance retirement plans → · Plans in California →

Wachter Investments, Inc. Profit Sharing Plan in the asset neighbourhood

Joel I. Banker Inc. - Profit Sharing PlanJoel I. Banker Inc. - Profit…$4MWachter Investments, Inc. Profit Sharing PlanWachter Investments, Inc. Pr…$4MLeftin Investment Co. Profit Sharing PlanLeftin Investment Co. Profit…$4MSupreme Building Products, Inc. Profit Sharing PlanSupreme Building Products, I…$4MDonnelly Mechanical Corp. Profit Sharing Plan for Union EmployeesDonnelly Mechanical Corp. Pr…$4M
End-of-year total assets ($M) among Wachter Investments, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$102K
Employer EIN942591848
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wachter Investments, Inc.)

Sponsor-wide plan assets over time

All Wachter Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.949564169626926% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.63M $3.42M ▼ -5.8%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M
2024 1 3 $3M

Nearby Profit Sharing Plans in California

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

Wachter Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Wachter Investments, Inc. Profit Sharing Plan, Total assets ($B): 0.003633409 · Participants: 3Wachter Investments, 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
Wachter Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Wachter Investments, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest Profit Sharing by assets is Leftin Investment Co. Profit Sharing Plan in CO ($4M); 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 Wachter Investments, Inc. Profit Sharing Plan assets move in 2022? ▼
Wachter Investments, Inc. Profit Sharing Plan edged down modestly - down 2.7% during 2022, from $4M to $4M. Reported net income was -$102K.
How have Wachter Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wachter Investments, Inc.'s sponsor-wide assets declined 5.9%, from $4M to $3M.
Which Profit Sharing plans are similar in size to Wachter Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Leftin Investment Co. Profit Sharing Plan in CO ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Wachter Investments, Inc. 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 942591848.

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.