Profit Sharing · DOL Form 5500 · 2022
Bowie & Schaffer Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $480,285
- Avg per participant High balance/head
Official DOL plan name: Bowie & Schaffer Profit Sharing 401(k) Plan · Sponsored by Bowie & Schaffer · California · Professional & Technical Services
$1M in assets, 3 participants
Bowie & Schaffer's Bowie & Schaffer Profit Sharing 401(k) Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #5,501 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Bowie & Schaffer Profit Sharing 401(k) Plan holds $1M for 3 participants - about $480,285 per participant, in the lower half of filed plans by assets.
- #5,501
- in Professional & Technical Services (21,562 peers)
- +1.9%
- assets growth YoY
Bowie & Schaffer Profit Sharing 401(k) Plan among the smaller filed plans by assets
Bowie & Schaffer Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,440,855 29th percentile higher than 29% 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
Bowie & Schaffer Profit Sharing 401(k) 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. Bowie & Schaffer Profit Sharing 401(k) Plan is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 464353937 · Bowie & Schaffer PY 2022 · Profit Sharing
Bowie & Schaffer Profit Sharing 401(k) Plan · $1M · 3 · 29th
- PHOTO $1M
- IND 3
- EOY 29th
- 5500 Profit Sharing
- ASSETS near Richard Ian Goldberg, Md, PA, Profit Sharing Plan
- PCT ind #5501
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 →
Bowie & Schaffer Profit Sharing 401(k) Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $26K |
| Employer EIN | 464353937 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bowie & Schaffer)
Sponsor-wide plan assets over time
All Bowie & Schaffer plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | N/A |
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
Bowie & Schaffer Profit Sharing 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Richard Ian Goldberg, Md, PA, Profit Sharing Plan in FL ($1M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.