Profit Sharing · DOL Form 5500 · 2022

S&a Polacheck & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-11

$5M
Total assets
15
Participants
50th
Percentile by assets
$320,690
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Polacheck & Associates, Inc. Profit Sharing Plan · Sponsored by S&a Polacheck & Associates, Inc. · California · Retail Trade

$5M in assets, 15 participants

S&a Polacheck & Associates, Inc.'s Polacheck & Associates, Inc. Profit Sharing Plan reported $5M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • 50th percentile by assets (of 139,126 plans)
  • #5,654 in Retail Trade (9,519 peers)

S&a Polacheck & Associates, Inc. multi-year trail

S&a Polacheck & Associates, Inc.'s plans moved +37.8% in assets from 2022 to 2024; this filing shows Polacheck & Associates, Inc. Profit Sharing Plan at $5M / 15 participants.

$5M
total plan assets (2022 EOY)
15
covered participants
50th
percentile by assets (of 139,126 plans)
$320,690
avg assets per participant

The plan reported a net loss of $712K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Polacheck & Associates, Inc. Profit Sharing Plan sits by total assets

Polacheck & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,810,355 Top 50% higher than 50% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Retail Trade

S&a Polacheck & Associates, Inc. across 3 plan years on file

Across the 3 plan years S&a Polacheck & Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $7M, a gain of 37.8%, while reported participants moved from 15 to 19 (+26.7%). Peak year by sponsor assets: 2024 ($7M); trough: 2022 ($5M).

S&a Polacheck & Associates, Inc. multi-year asset trail

$4M$5M$6M$7M 202220232024 $4.81M $6.63M ▲ +37.8%
Total plan assets by year, all S&a Polacheck & Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 1 15 $5M
2023 1 18 $6M
2024 1 19 $7M

S&a Polacheck & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$712K
Employer EIN954678456
Plan Effective Date1973-02-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Polacheck & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Polacheck & Associat…, Total assets ($B): 0.004810355 · Participants: 15Polacheck & Associat…Intel Retirement Con…, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Con…Scpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Indus…, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Indus…Memorialcare Retirem…, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirem…Cedars-Sinai Health …, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health …
Polacheck & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Polacheck & Associates, Inc. Profit Shar… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Polacheck & Associates, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Polacheck & Associates, Inc. Profit Sharing Plan assets move in 2022? ▼
Polacheck & Associates, Inc. Profit Sharing Plan pulled back noticeably - down 12.9% during 2022, from $6M to $5M. Reported net income was -$712K.
How have S&a Polacheck & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S&a Polacheck & Associates, Inc.'s sponsor-wide assets grew 37.8%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Polacheck & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dimmit Regional Hospital Retirement Plan in TX ($5M, 196 participants).

Next read for Polacheck & Associates, Inc. Profit Shar…

Multi-year trail

Ways to act on Polacheck & Associates, Inc. Profit Sharing Plan's numbers.

  • By total assets, Polacheck & Associates, Inc. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
  • S&a Polacheck & Associates, Inc.'s sponsor-wide assets have grown 37.8% since 2022 across 3 plan years on file. More Retail Trade plans

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 954678456.

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.