Profit Sharing · DOL Form 5500 · 2022
Law Office of Susan I. Montgomery Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $927,424
- Avg per participant High balance/head
Official DOL plan name: Law Office of Susan I. Montgomery Profit Sharing Plan · Sponsored by Law Office of Susan I. Montgomery · California · Professional & Technical Services
$2M in assets, 2 participants
Law Office of Susan I. Montgomery's Law Office of Susan I. Montgomery Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.
- #6,306 in Professional & Technical Services (21,562 peers)
2022 asset change
Law Office of Susan I. Montgomery Profit Sharing Plan declined sharply 18.2% in 2022 ($2M → $2M) for 2 participants.
- #6,306
- in Professional & Technical Services (21,562 peers)
- -18.2%
- assets change YoY
The plan reported a net loss of $414K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Law Office of Susan I. Montgomery Profit Sharing Plan among the smaller filed plans by assets
Law Office of Susan I. Montgomery Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,854,847 33rd percentile higher than 33% 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
Law Office of Susan I. Montgomery 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. Law Office of Susan I. Montgomery Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 203052671 · Law Office of Susan I. Montgomery PY 2022 · Profit Sharing
Law Office of Susan I. Montgomery Profit Sharing Plan · $2M · 2 · 33rd
- 5500 $2M
- ASSETS 2
- PCT 33rd
- EIN Profit Sharing
- RANK near 1837 B&b, Inc. Retirement Plan
- PHOTO ind #6306
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 →
Law Office of Susan I. Montgomery Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$414K |
| Employer EIN | 203052671 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
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
Law Office of Susan I. Montgomery Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is 1837 B&b, Inc. Retirement Plan in SC ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.