Profit Sharing · DOL Form 5500 · 2022
Annual Reviews Profit Sharing Plan
Data updated 2026-08-11
- $38M
- Total assets
- 93
- Participants
- 86th
- Percentile by assets
- $409,773
- Avg per participant
Official DOL plan name: Annual Reviews 403(b) DC Plan · Sponsored by Annual Reviews · California · Information & Media
$38M in assets, 93 participants
Annual Reviews's Annual Reviews 403(b) DC Plan reported $38M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 139,126 plans)
- #2,309 in Information & Media (2,911 peers)
Where Annual Reviews 403(b) DC Plan sits by assets
Annual Reviews 403(b) DC Plan sits in the top quartile of all filed plans by assets, $38M for 93 participants (~$409,773/participant), down 13.6% in 2022.
- $38M
- total plan assets (2022 EOY)
- 93
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $409,773
- avg assets per participant
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Annual Reviews 403(b) DC Plan vs the 2022 asset distribution
By assets, Annual Reviews 403(b) DC Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$6M |
| Employer EIN | 941156476 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Annual Reviews)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 93 | $38M |
| 2023 | 1 | 92 | $47M |
| 2024 | 1 | 95 | $53M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Annual Reviews 403(b) DC Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Annual Reviews 403(b) DC Plan by total assets, not by location.
- Minnesota Ceramic Tile and Allied Trades Retirement Fund (MN) $38M · 702
- Usc School of Medicine Educational Trust Retirement Plan (SC) $38M · 200
- Hensel Phelps Hourly Retirement Plan (CO) $38M · 642
- Ncqa Retirement Plan (DC) $38M · 370
Frequently Asked Questions
How did Annual Reviews 403(b) DC Plan assets move in 2022? ▼
How have Annual Reviews plan assets changed over time? ▼
Where does Annual Reviews 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Annual Reviews 403(b) DC Plan? ▼
Next read for Annual Reviews 403(b) DC Plan
Scale reading
Ways to act on Annual Reviews 403(b) DC Plan's numbers.
- By total assets, Annual Reviews 403(b) DC Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Annual Reviews's sponsor-wide assets have grown 40.1% since 2022 across 3 plan years on file. More Information & Media plans