Profit Sharing · DOL Form 5500 · 2022

American Equity Service Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$838,235
Avg per participant High balance/head
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Official DOL plan name: American Equity Service Inc Profit Sharing Plan · Sponsored by American Equity Service Inc · California · Professional & Technical Services

$2M in assets, 2 participants

American Equity Service Inc's American Equity Service Inc Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,947 in Professional & Technical Services (21,562 peers)

American Equity Service Inc multi-year trail

American Equity Service Inc's plans moved +17.1% in assets from 2022 to 2024; this filing shows American Equity Service Inc Profit Sharing Plan at $2M / 2 participants.

#5,947
in Professional & Technical Services (21,562 peers)
+7.3%
assets growth YoY

American Equity Service Inc Profit Sharing Plan among the smaller filed plans by assets

American Equity Service Inc Profit Sharing Plan vs every filed plan by assets

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

$1,676,469 31st percentile higher than 31% 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

American Equity Service Inc 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. American Equity Service Inc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 680086046 · American Equity Service Inc PY 2022 · Profit Sharing

American Equity Service Inc Profit Sharing Plan · $2M · 2 · 31st

  • SCH $2M
  • EBSA 2
  • PART 31st
  • TYPE Profit Sharing
  • NET near Trickles Firestone Store Employees Profit Sharing Plan
  • BOOK ind #5947

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 →

American Equity Service Inc Profit Sharing Plan in the asset neighbourhood

American Equity Service Inc Profit Sharing PlanAmerican Equity Service Inc …$2MTrickles Firestone Store Employees Profit Sharing PlanTrickles Firestone Store Emp…$2MRoger D. Rudich, Ltd. Profit Sharing Plan and TrustRoger D. Rudich, Ltd. Profit…$2MEl Castillo 403(b) Retirement PlanEl Castillo 403(b) Retiremen…$2MProtzel Oral & Maxillofacial Surgery LLP Retirement PlanProtzel Oral & Maxillofacial…$2M
End-of-year total assets ($M) among American Equity Service Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

American Equity Service Inc multi-year asset trail

Sponsor-wide plan assets over time

All American Equity Service Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 17.051314399490835% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.68M $1.96M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

American Equity Service Inc filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$112K
Employer EIN680086046
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

American Equity Service Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants American Equity Service Inc Profit Sharing Plan, Total assets ($B): 0.001676469 · Participants: 2American Equity Service 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
American Equity Service Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare American Equity Service Inc Profit Sharing Plan side-by-side with 3 peers →

American Equity Service Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Trickles Firestone Store Employees Profit Sharing Plan in IA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 American Equity Service Inc Profit Sharing Plan assets move in 2022? ▼
American Equity Service Inc Profit Sharing Plan grew at a solid clip - up 7.3% during 2022, from $2M to $2M. Reported net income was $112K.
How have American Equity Service Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Equity Service Inc's sponsor-wide assets grew 17.1%, from $2M to $2M.
Which Profit Sharing plans are similar in size to American Equity Service Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Trickles Firestone Store Employees Profit Sharing Plan in IA ($2M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to American Equity Service Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 680086046.

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.