Profit Sharing · DOL Form 5500 · 2022

Charles Sheppard Farms Profit Sharing Plan

Data updated 2026-08-25

$935K
Total assets Small plan by assets
5
Participants Small participant base
24th
Percentile by assets National rank
$186,955
Avg per participant Above avg balance/head
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Official DOL plan name: Charles Sheppard Farms Self-Employed Profit Sharing Plan · Sponsored by Charles Sheppard Farms · California · Agriculture, Forestry & Fishing

$935K in assets, 5 participants

Charles Sheppard Farms's Charles Sheppard Farms Self-Employed Profit Sharing Plan reported $935K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #362 in Agriculture, Forestry & Fishing (1,523 peers)

Charles Sheppard Farms multi-year trail

Charles Sheppard Farms's plans moved +16.6% in assets from 2022 to 2024; this filing shows Charles Sheppard Farms Self-Employed Profit Sharing Plan at $935K / 5 participants.

#362
in Agriculture, Forestry & Fishing (1,523 peers)
-2.6%
assets change YoY

The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles Sheppard Farms Self-Employed Profit Sharing Plan among the smaller filed plans by assets

Charles Sheppard Farms Self-Employed Profit Sharing Plan vs every filed plan by assets

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

$934,776 24th percentile higher than 24% 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

Charles Sheppard Farms Self-Employed Profit Sharing 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. Charles Sheppard Farms Self-Employed Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 680146580 · Charles Sheppard Farms PY 2022 · Profit Sharing

Charles Sheppard Farms Self-Employed Profit Sharing Plan · $935K · 5 · 24th

  • PCT $935K
  • EIN 5
  • RANK 24th
  • PHOTO Profit Sharing
  • IND near Life's Little Treasures Corp. Retirement Plan
  • EOY ind #362

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Charles Sheppard Farms Self-Employed Profit Sharing Plan in the asset neighbourhood

Artmark Mold & Tool Corp. Profit Sharing PlanArtmark Mold & Tool Corp. Pr…$935KCharles Sheppard Farms Self-Employed Profit Sharing PlanCharles Sheppard Farms Self-…$935KLife's Little Treasures Corp. Retirement PlanLife's Little Treasures Corp…$935KCruz Pena & Vazquez Bou Retirement PlanCruz Pena & Vazquez Bou Reti…$935KBlue Spruce Building Materials, Co. Retirement PlanBlue Spruce Building Materia…$935K
End-of-year total assets ($M) among Charles Sheppard Farms Self-Employed Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Charles Sheppard Farms multi-year asset trail

Sponsor-wide plan assets over time

All Charles Sheppard Farms plans reported in each filing year

Latest sponsor-wide plan assets
$1M 16.638210651535772% vs 2022
2024 filing year
$0.9M$0.95M$1M$1.05M$1.1M$1.15M 202220232024 $0.93M $1.09M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 5 $935K
2023 1 5 $1M
2024 1 5 $1M

Charles Sheppard Farms filing trail (2022)

Total Assets (Beginning of Year)$960K
Net Assets (End of Year)$935K
Net Income-$25K
Employer EIN680146580
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Charles Sheppard Farms Self-Employed Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Charles Sheppard Farms Self-Employed Profit Sharing Plan, Total assets ($B): 0.000934776 · Participants: 5Charles Sheppard Farms Self-Employed Profit Sharing 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
Charles Sheppard Farms Self-Employed Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Charles Sheppard Farms Self-Employed Profit Sharing Plan side-by-side with 3 peers →

Charles Sheppard Farms Self-Employed Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Life's Little Treasures Corp. Retirement Plan in IL ($935K); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Charles Sheppard Farms Self-Employed Profit Sharing Plan assets move in 2022? ▼
Charles Sheppard Farms Self-Employed Profit Sharing Plan edged down modestly - down 2.6% during 2022, from $960K to $935K. Reported net income was -$25K.
How have Charles Sheppard Farms plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Sheppard Farms's sponsor-wide assets grew 16.6%, from $935K to $1M.
Where does Charles Sheppard Farms Self-Employed Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Charles Sheppard Farms Self-Employed Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Charles Sheppard Farms Self-Employed Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Life's Little Treasures Corp. Retirement Plan in IL ($935K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Charles Sheppard Farms Self-Employed Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 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 680146580.

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.