Defined Benefit (Pension) · DOL Form 5500 · 2022

Profit Enhancement Systems, LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
44th
Percentile by assets National rank
$598,393
Avg per participant High balance/head
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Official DOL plan name: Profit Enhancement Systems, LLC Defined Benefit Pension Plan · Sponsored by Profit Enhancement Systems, LLC · California · Information & Media

$4M in assets, 6 participants

Profit Enhancement Systems, LLC's Profit Enhancement Systems, LLC Defined Benefit Pension Plan reported $4M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #813 in Information & Media (2,911 peers)

Profit Enhancement Systems, LLC multi-year trail

Profit Enhancement Systems, LLC's plans moved +33.4% in assets from 2022 to 2024; this filing shows Profit Enhancement Systems, LLC Defined Benefit Pension Plan at $4M / 6 participants.

#813
in Information & Media (2,911 peers)
-16.5%
assets change YoY

The plan reported a net loss of $708K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Profit Enhancement Systems, LLC Defined Benefit Pension Plan's mid-pack asset rank among Information & Media and all filers

Profit Enhancement Systems, LLC Defined Benefit Pension Plan vs every filed plan by assets

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

$3,590,355 44th percentile higher than 44% 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

Profit Enhancement Systems, LLC Defined Benefit 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. Profit Enhancement Systems, LLC Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 205730419 · Profit Enhancement Systems, LLC PY 2022 · Defined Benefit (Pension)

Profit Enhancement Systems, LLC Defined Benefit Pension Plan · $4M · 6 · 44th

  • BOY $4M
  • SCH 6
  • EBSA 44th
  • PART Defined Benefit (Pension)
  • TYPE near Internal Medicine Associates of South Florida, P.a. Defined Benefit Pension Plan
  • NET ind #813

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 →

Profit Enhancement Systems, LLC Defined Benefit Pension Plan in the asset neighbourhood

General Devices Company, Inc. Employees' Pension PlanGeneral Devices Company, Inc…$4MPlymouth Tube Company USA Hourly-Rated Employees' Pension PlanPlymouth Tube Company USA Ho…$4MDr. Jeffrey Savitt Pension PlanDr. Jeffrey Savitt Pension P…$4MProfit Enhancement Systems, LLC Defined Benefit Pension PlanProfit Enhancement Systems, …$4MInternal Medicine Associates of South Florida, P.a. Defined Benefit Pension PlanInternal Medicine Associates…$4M
End-of-year total assets ($M) among Profit Enhancement Systems, LLC Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Profit Enhancement Systems, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Profit Enhancement Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 33.37773005733416% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.59M $4.79M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 6 $4M
2024 1 1 $5M

Profit Enhancement Systems, LLC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$708K
Employer EIN205730419
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Profit Enhancement Systems, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Profit Enhancement Systems, LLC Defined Benefit Pension Plan, Total assets ($B): 0.003590355 · Participants: 6Profit Enhancement Systems, LLC Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Profit Enhancement Systems, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Profit Enhancement Systems, LLC Defined Benefit Pension Plan side-by-side with 3 peers →

Profit Enhancement Systems, LLC Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Internal Medicine Associates of South Florida, P.a. Defined Benefit Pension Plan in FL ($4M); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Profit Enhancement Systems, LLC Defined Benefit Pension Plan assets move in 2022? ▼
Profit Enhancement Systems, LLC Defined Benefit Pension Plan declined sharply - down 16.5% during 2022, from $4M to $4M. Reported net income was -$708K.
How have Profit Enhancement Systems, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Profit Enhancement Systems, LLC's sponsor-wide assets grew 33.4%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Profit Enhancement Systems, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Internal Medicine Associates of South Florida, P.a. Defined Benefit Pension Plan in FL ($4M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Profit Enhancement Systems, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 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 205730419.

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.