Profit Sharing · DOL Form 5500 · 2022

Energy for Success Institute Ltd. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$512,490
Avg per participant High balance/head
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Official DOL plan name: Barry Morguelan, M.D., PC Pension Plan · Sponsored by Energy for Success Institute Ltd. · California · Healthcare & Social Assistance

$1M in assets, 2 participants

Energy for Success Institute Ltd.'s Barry Morguelan, M.D., PC Pension Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,509 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Barry Morguelan, M.D., PC Pension Plan declined sharply 17.8% in 2022 ($1M → $1M) for 2 participants.

#4,509
in Healthcare & Social Assistance (20,060 peers)
-17.8%
assets change YoY

The plan reported a net loss of $222K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Barry Morguelan, M.D., PC Pension Plan among the smaller filed plans by assets

Barry Morguelan, M.D., PC Pension Plan vs every filed plan by assets

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

$1,024,980 25th percentile higher than 25% 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

Barry Morguelan, M.D., PC Pension 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. Barry Morguelan, M.D., PC Pension Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 814880202 · Energy for Success Institute Ltd. PY 2022 · Profit Sharing

Barry Morguelan, M.D., PC Pension Plan · $1M · 2 · 25th

  • NET $1M
  • NET 2
  • NET 25th
  • NET Profit Sharing
  • NET near Jubilee Landscape Management, Inc. Profit Sharing Plan
  • NET ind #4509

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Barry Morguelan, M.D., PC Pension Plan in the asset neighbourhood

Jubilee Landscape Management, Inc. Profit Sharing PlanJubilee Landscape Management…$1MHobby Max One, Inc. Retirement PlanHobby Max One, Inc. Retireme…$1MPower Grid Company Retirement PlanPower Grid Company Retiremen…$1MBarry Morguelan, M.D., PC Pension PlanBarry Morguelan, M.D., PC Pe…$1MBelle Oaks of America, Inc. Profit Sharing PlanBelle Oaks of America, Inc. …$1M
End-of-year total assets ($M) among Barry Morguelan, M.D., PC Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Energy for Success Institute Ltd. years around the 2022 move

Sponsor-wide plan assets over time

All Energy for Success Institute Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.497043844757947% vs 2022
2024 filing year
$1M$1.05M$1.1M$1.15M 202220232024 $1.02M $1.11M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$222K
Employer EIN814880202
Plan Effective Date1983-09-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Barry Morguelan, M.D., PC Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Barry Morguelan, M.D., PC Pension Plan, Total assets ($B): 0.00102498 · Participants: 2Barry Morguelan, M.D., PC Pension 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
Barry Morguelan, M.D., PC Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Barry Morguelan, M.D., PC Pension Plan side-by-side with 3 peers →

Barry Morguelan, M.D., PC Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Jubilee Landscape Management, Inc. Profit Sharing Plan in AL ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Barry Morguelan, M.D., PC Pension Plan assets move in 2022? ▼
Barry Morguelan, M.D., PC Pension Plan declined sharply - down 17.8% during 2022, from $1M to $1M. Reported net income was -$222K.
How have Energy for Success Institute Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy for Success Institute Ltd.'s sponsor-wide assets grew 8.5%, from $1M to $1M.
Where does Barry Morguelan, M.D., PC Pension Plan rank by assets among Form 5500 filers? ▼
Barry Morguelan, M.D., PC Pension Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Barry Morguelan, M.D., PC Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jubilee Landscape Management, Inc. Profit Sharing Plan in AL ($1M, 36 participants).
Which Profit Sharing plans cover a similar participant headcount to Barry Morguelan, M.D., PC Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 814880202.

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.