Profit Sharing · DOL Form 5500 · 2022

Robert L. Palty a Professional Corporation Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$437,843
Avg per participant High balance/head
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Official DOL plan name: Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust · Sponsored by Robert L. Palty a Professional Corporation · California · Professional & Technical Services

$1M in assets, 3 participants

Robert L. Palty a Professional Corporation's Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,224 in Professional & Technical Services (21,562 peers)

2022 asset change

Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust declined sharply 16.4% in 2022 ($2M → $1M) for 3 participants.

#5,224
in Professional & Technical Services (21,562 peers)
-16.4%
assets change YoY

The plan reported a net loss of $258K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust among the smaller filed plans by assets

Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,313,529 28th percentile higher than 28% 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

Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 954051186 · Robert L. Palty a Professional Corporation PY 2022 · Profit Sharing

Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust · $1M · 3 · 28th

  • PCT $1M
  • EIN 3
  • RANK 28th
  • PHOTO Profit Sharing
  • IND near Prototype Profit Sharing Plan Trust Custodial Acct
  • EOY ind #5224

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 →

Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust in the asset neighbourhood

Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and TrustRobert L. Palty a Profession…$1MPrototype Profit Sharing Plan Trust Custodial AcctPrototype Profit Sharing Pla…$1MReynaldo Godines Uniplan Ez$1MTop Shelf Turf Management Inc. Retirement PlanTop Shelf Turf Management In…$1MEast Coast Flavor Restaurant Group Inc. Retirement PlanEast Coast Flavor Restaurant…$1M
End-of-year total assets ($M) among Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$258K
Employer EIN954051186
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust, Total assets ($B): 0.001313529 · Participants: 3Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and TrustIntel 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
Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust side-by-side with 3 peers →

Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Prototype Profit Sharing Plan Trust Custodial Acct in DE ($1M); 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 Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust assets move in 2022? ▼
Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust declined sharply - down 16.4% during 2022, from $2M to $1M. Reported net income was -$258K.
Which Profit Sharing plans are similar in size to Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Prototype Profit Sharing Plan Trust Custodial Acct in DE ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert L. Palty a Professional Corporation Employees' Profit Sharing Plan and Trust? ▼
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 954051186.

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.