Profit Sharing · DOL Form 5500 · 2022
Annual Reviews Profit Sharing Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 93
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $409,773
- Avg per participant High balance/head
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.
- #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.
- #2,309
- in Information & Media (2,911 peers)
- -13.6%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
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's outsized position by total assets
Annual Reviews 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$38,108,918 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Annual Reviews 403(b) DC 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. Annual Reviews 403(b) DC Plan is a small filing (93 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 941156476 · Annual Reviews PY 2022 · Profit Sharing
Annual Reviews 403(b) DC Plan · $38M · 93 · 86th
- EBSA $38M
- PART 93
- TYPE 86th
- NET Profit Sharing
- BOOK near Minnesota Ceramic Tile and Allied Trades Retirement Fund
- VS-ST ind #2309
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 Information & Media retirement plans → · Plans in California →
Annual Reviews 403(b) DC Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Annual Reviews plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 40.064984264313146% vs 2022
- 2024 filing year
| 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.
- 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
Annual Reviews 403(b) DC Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Minnesota Ceramic Tile and Allied Trades Retirement Fund in MN ($38M); by covered participants it is Robert Chick Fritz, Inc. Profit Sharing Plan and Trust in IL (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (93 participants); asset peers above are excluded.
- Robert Chick Fritz, Inc. Profit Sharing Plan and Trust (IL) 93 · 0 off
- Nypro Inc. Defined Contribution Plan (MA) 93 · 0 off
- Hired 401(k) Plan (MN) 93 · 0 off
- Bernstein Litowitz Berger & Grossmann LLP Profit Sharing Plan (NY) 93 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.