Profit Sharing · DOL Form 5500 · 2022
Dividend Investors, Ltd. Profit Sharing Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 80th
- Percentile by assets National rank
Official DOL plan name: Dividend Investors, Ltd. Profit Sharing Plan · Sponsored by Dividend Investors, Ltd. · California · Construction
$24M in assets, N/A participants
Dividend Investors, Ltd.'s Dividend Investors, Ltd. Profit Sharing Plan reported $24M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #7,864 in Construction (9,927 peers)
Where Dividend Investors, Ltd. Profit Sharing Plan sits by assets
Dividend Investors, Ltd. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $24M for N/A participants, down 10.7% in 2022.
- #7,864
- in Construction (9,927 peers)
- -10.7%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dividend Investors, Ltd. Profit Sharing Plan's outsized position by total assets
Dividend Investors, Ltd. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,330,357 Top 20% higher than 80% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 942410310 · Dividend Investors, Ltd. PY 2022 · Profit Sharing
Dividend Investors, Ltd. Profit Sharing Plan · $24M · N/A · 80th
- EBSA $24M
- EBSA N/A
- EBSA 80th
- EBSA Profit Sharing
- EBSA near Crown Mark Inc. Profit Sharing Plan
- EBSA ind #7864
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 Construction retirement plans → · Plans in California →
Dividend Investors, Ltd. Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$3M |
| Employer EIN | 942410310 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dividend Investors, Ltd.)
Sponsor-wide plan assets over time
All Dividend Investors, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 37.27746370511538% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $24M |
| 2023 | 1 | N/A | $27M |
| 2024 | 1 | N/A | $15M |
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
Dividend Investors, Ltd. Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets
Outside California, the nearest Profit Sharing by end-of-year assets is Crown Mark Inc. Profit Sharing Plan in TX at $24M (this filing: $24M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Crown Mark Inc. Profit Sharing Plan (TX) $24M · 77
- Composition Roofers #4 Annuity Fund (NJ) $24M · 164
- Marana Health Center, Inc. 403b Plan (AZ) $24M · 627
- Mehaffy & Weber, P.C. Profit Sharing Plan and Trust (TX) $24M · 90
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.