Profit Sharing · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$5M
Total assets Small plan by assets
15
Participants Small participant base
50th
Percentile by assets National rank
$320,690
Avg per participant High balance/head
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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.

  • #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.

#5,654
in Retail Trade (9,519 peers)
-12.9%
assets change YoY

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.

Polacheck & Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

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 $2,050,000,000 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

Polacheck & Associates, Inc. Profit Sharing 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. Polacheck & Associates, Inc. Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 954678456 · S&a Polacheck & Associates, Inc. PY 2022 · Profit Sharing

Polacheck & Associates, Inc. Profit Sharing Plan · $5M · 15 · 50th

  • PHOTO $5M
  • IND 15
  • EOY 50th
  • 5500 Profit Sharing
  • ASSETS near Dimmit Regional Hospital Retirement Plan
  • PCT ind #5654

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 Retail Trade retirement plans → · Plans in California →

Polacheck & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Polacheck & Associates, Inc. Profit Sharing PlanPolacheck & Associates, Inc.…$5MDimmit Regional Hospital Retirement PlanDimmit Regional Hospital Ret…$5MOil Creek Plastics 401(k) PlanOil Creek Plastics 401(k) Pl…$5MAppraisals Unlimited, Inc. Profit Sharing PlanAppraisals Unlimited, Inc. P…$5MFaith Technologies Incorporated 401(a) PlanFaith Technologies Incorpora…$5M
End-of-year total assets ($M) among Polacheck & Associates, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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

Sponsor-wide plan assets over time

All S&a Polacheck & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.75467714960746% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.81M $6.63M ▲ +37.8%
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 ($B) Participants Polacheck & Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.004810355 · Participants: 15Polacheck & Associates, Inc. Profit Sharing 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
Polacheck & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Polacheck & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Polacheck & Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Dimmit Regional Hospital Retirement Plan in TX ($5M); by covered participants it is Texo Enterprises, Inc. Retirement Plan in KY (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 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).
Which Profit Sharing plans cover a similar participant headcount to Polacheck & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Texo Enterprises, Inc. Retirement Plan in KY (15 participants, $3M 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 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.