Profit Sharing · DOL Form 5500 · 2022
Maxim Financial Corporation Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $6.2M
- Avg per participant High balance/head
Official DOL plan name: Maxim Financial Corporation ESOP · Sponsored by Maxim Financial Corporation · California · Finance & Insurance
$6M in assets, 1 participants
Maxim Financial Corporation's Maxim Financial Corporation ESOP reported $6M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #3,599 in Finance & Insurance (9,261 peers)
2022 asset change
Maxim Financial Corporation ESOP declined sharply 17.2% in 2022 ($8M → $6M) for 1 participant.
- #3,599
- in Finance & Insurance (9,261 peers)
- -17.2%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Maxim Financial Corporation ESOP's mid-pack asset rank among Finance & Insurance and all filers
Maxim Financial Corporation ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,241,593 Top 45% higher than 55% 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
Maxim Financial Corporation ESOP among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maxim Financial Corporation ESOP is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 841037475 · Maxim Financial Corporation PY 2022 · Profit Sharing
Maxim Financial Corporation ESOP · $6M · 1 · 55th
- EBSA $6M
- EBSA 1
- EBSA 55th
- EBSA Profit Sharing
- EBSA near Kerr Oil, Inc. Profit Sharing Plan
- EBSA ind #3599
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 →
Maxim Financial Corporation ESOP in the asset neighbourhood
Maxim Financial Corporation years around the 2022 move
Sponsor-wide plan assets over time
All Maxim Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 4.893830789671803% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $6M |
| 2023 | 1 | 1 | $6M |
| 2024 | 1 | 1 | $6M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 841037475 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
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
Maxim Financial Corporation ESOP's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Kerr Oil, Inc. Profit Sharing Plan in ID ($6M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.