Profit Sharing · DOL Form 5500 · 2022
Gerard & Associates, a Professional Corp Profit Sharing Plan
Data updated 2026-08-25
- $167K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $167,415
- Avg per participant Above avg balance/head
Official DOL plan name: Gerard & Associates, Apc Profit Sharing Plan · Sponsored by Gerard & Associates, a Professional Corp · California · Professional & Technical Services
$167K in assets, 1 participants
Gerard & Associates, a Professional Corp's Gerard & Associates, Apc Profit Sharing Plan reported $167K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #1,686 in Professional & Technical Services (21,562 peers)
Gerard & Associates, a Professional Corp multi-year trail
Gerard & Associates, a Professional Corp's plans moved +21.1% in assets from 2022 to 2024; this filing shows Gerard & Associates, Apc Profit Sharing Plan at $167K / 1 participant.
- #1,686
- in Professional & Technical Services (21,562 peers)
- -16.7%
- assets change YoY
The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gerard & Associates, Apc Profit Sharing Plan among the smaller filed plans by assets
Gerard & Associates, Apc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$167,415 9th percentile higher than 9% 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
Gerard & Associates, Apc 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. Gerard & Associates, Apc Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 330728475 · Gerard & Associates, a Professional Corp PY 2022 · Profit Sharing
Gerard & Associates, Apc Profit Sharing Plan · $167K · 1 · 9th
- EBSA $167K
- PART 1
- TYPE 9th
- NET Profit Sharing
- BOOK near Comision De Practicaje De Puerto Rico Retirement Plan
- VS-ST ind #1686
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 →
Gerard & Associates, Apc Profit Sharing Plan in the asset neighbourhood
Gerard & Associates, a Professional Corp multi-year asset trail
Sponsor-wide plan assets over time
All Gerard & Associates, a Professional Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $203K 21.057850252366872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $167K |
| 2023 | 1 | 1 | $194K |
| 2024 | 1 | 2 | $203K |
Gerard & Associates, a Professional Corp filing trail (2022)
| Total Assets (Beginning of Year) | $201K |
|---|---|
| Net Assets (End of Year) | $167K |
| Net Income | -$34K |
| Employer EIN | 330728475 |
| Plan Effective Date | 2003-01-01 |
| 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
Gerard & Associates, Apc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Comision De Practicaje De Puerto Rico Retirement Plan in PR ($167K); 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 ($167K 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.