Profit Sharing · DOL Form 5500 · 2022

Appellate Defenders Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
28
Participants Small participant base
55th
Percentile by assets National rank
$226,137
Avg per participant Above avg balance/head
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Official DOL plan name: Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan · Sponsored by Appellate Defenders Inc. · California · Professional & Technical Services

$6M in assets, 28 participants

Appellate Defenders Inc.'s Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan reported $6M in total assets and 28 participants 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.

  • #11,548 in Professional & Technical Services (21,562 peers)

Appellate Defenders Inc. multi-year trail

Appellate Defenders Inc.'s plans moved -19.0% in assets from 2022 to 2024; this filing shows Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan at $6M / 28 participants.

#11,548
in Professional & Technical Services (21,562 peers)
-18.1%
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.

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan's mid-pack asset rank among Professional & Technical Services and all filers

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan vs every filed plan by assets

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

$6,331,827 Top 45% higher than 55% 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

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan is a small filing (28 participants) on this national headcount ladder.

DOL schedule card

Filing strip 952788316 · Appellate Defenders Inc. PY 2022 · Profit Sharing

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan · $6M · 28 · 55th

  • PART $6M
  • PART 28
  • PART 55th
  • PART Profit Sharing
  • PART near Investors Lending Group Profit Sharing Plan
  • PART ind #11548

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 Professional & Technical Services retirement plans → · Plans in California →

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan in the asset neighbourhood

Investors Lending Group Profit Sharing PlanInvestors Lending Group Prof…$6MAppellate Defenders, Inc. Discretionary Contribution Ee Benefit PlanAppellate Defenders, Inc. Di…$6MRr Group, Inc. Employee's Profit Sharing PlanRr Group, Inc. Employee's Pr…$6MAnthony Napolitano, M.D., P.C. Profit Sharing Plan & TrustAnthony Napolitano, M.D., P.…$6MSherwin I. Pogrund PC Employees' Profit Sharing TrustSherwin I. Pogrund PC Employ…$6M
End-of-year total assets ($M) among Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Appellate Defenders Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Appellate Defenders Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.96879052444105% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $6.33M $5.13M ▼ -19.0%
Year Plans Participants Total Assets
2022 1 28 $6M
2023 1 26 $6M
2024 1 23 $5M

Appellate Defenders Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN952788316
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan, Total assets ($B): 0.006331827 · Participants: 28Appellate Defenders, Inc. Discretionary Contribution Ee Benefit 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
Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan side-by-side with 3 peers →

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Investors Lending Group Profit Sharing Plan in OR ($6M); by covered participants it is Comissiong Inc. Retirement Plan in WI (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan assets move in 2022? ▼
Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan declined sharply - down 18.1% during 2022, from $8M to $6M. Reported net income was -$1M.
How have Appellate Defenders Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appellate Defenders Inc.'s sponsor-wide assets declined 19.0%, from $6M to $5M.
Which Profit Sharing plans are similar in size to Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Investors Lending Group Profit Sharing Plan in OR ($6M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Comissiong Inc. Retirement Plan in WI (28 participants, $149K 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 952788316.

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.