Profit Sharing · DOL Form 5500 · 2022

Huffman R.E. Investments Profit Sharing Plan

Data updated 2026-08-25

$650K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$650,000
Avg per participant High balance/head
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Official DOL plan name: Huffman R.E. Investments Retirement Plan · Sponsored by Huffman R.E. Investments · California · Other Services

$650K in assets, 1 participants

Huffman R.E. Investments's Huffman R.E. Investments Retirement Plan reported $650K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,616 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Huffman R.E. Investments Retirement Plan ranks #3,616 of 8,398 2022 filers by assets (3088% of the sector average)-$650K for 1 participant.

#3,616
in Other Services (8,398 peers)
-9.1%
assets change YoY

The plan reported a net loss of $65K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Huffman R.E. Investments Retirement Plan among the smaller filed plans by assets

Huffman R.E. Investments Retirement Plan vs every filed plan by assets

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

$650,000 21st percentile higher than 21% 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

Huffman R.E. Investments Retirement 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. Huffman R.E. Investments Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 814701062 · Huffman R.E. Investments PY 2022 · Profit Sharing

Huffman R.E. Investments Retirement Plan · $650K · 1 · 21st

  • IND $650K
  • EOY 1
  • 5500 21st
  • ASSETS Profit Sharing
  • PCT near Independent Living Solutions Inc. Retirement Plan
  • EIN ind #3616

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 Other Services retirement plans → · Plans in California →

Huffman R.E. Investments Retirement Plan in the asset neighbourhood

Huffman R.E. Investments Retirement PlanHuffman R.E. Investments Ret…$650KIndependent Living Solutions Inc. Retirement PlanIndependent Living Solutions…$650KHawkan Corporation Retirement PlanHawkan Corporation Retiremen…$650KD & D Inc Management Co. Retirement PlanD & D Inc Management Co. Ret…$650KRachlan26, Inc. Retirement PlanRachlan26, Inc. Retirement P…$650K
End-of-year total assets ($M) among Huffman R.E. Investments Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$715K
Net Assets (End of Year)$650K
Net Income-$65K
Employer EIN814701062
Plan Effective Date2016-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Huffman R.E. Investments)

Sponsor-wide plan assets over time

All Huffman R.E. Investments plans reported in each filing year

Latest sponsor-wide plan assets
$575K 11.538461538461538% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M 202220232024 $0.65M $0.57M ▼ -12.3%
Year Plans Participants Total Assets
2022 1 1 $650K
2023 1 1 $600K
2024 1 1 $575K

Nearby Profit Sharing Plans in California

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

Huffman R.E. Investments Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Huffman R.E. Investments Retirement Plan, Total assets ($B): 0.00065 · Participants: 1Huffman R.E. Investments Retirement 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
Huffman R.E. Investments Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Huffman R.E. Investments Retirement Plan side-by-side with 3 peers →

Huffman R.E. Investments Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Independent Living Solutions Inc. Retirement Plan in TX ($650K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($650K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Huffman R.E. Investments Retirement Plan assets move in 2022? ▼
Huffman R.E. Investments Retirement Plan pulled back noticeably - down 9.1% during 2022, from $715K to $650K. Reported net income was -$65K.
How have Huffman R.E. Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Huffman R.E. Investments's sponsor-wide assets declined 11.5%, from $650K to $575K.
Where does Huffman R.E. Investments Retirement Plan rank by assets among Form 5500 filers? ▼
Huffman R.E. Investments Retirement Plan ranks in the 21st 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 Huffman R.E. Investments Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Independent Living Solutions Inc. Retirement Plan in TX ($650K, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Huffman R.E. Investments Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 814701062.

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.