Profit Sharing · DOL Form 5500 · 2022

Atchison Advisory, Inc. Profit Sharing Plan

Data updated 2026-08-25

$206K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$68,500
Avg per participant Below avg balance/head
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Official DOL plan name: Atchison Advisory, Inc. Profit Sharing Plan & Trust · Sponsored by Atchison Advisory, Inc. · California · Real Estate

$206K in assets, 3 participants

Atchison Advisory, Inc.'s Atchison Advisory, Inc. Profit Sharing Plan & Trust reported $206K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #842 in Real Estate (5,057 peers)

Atchison Advisory, Inc. multi-year trail

Atchison Advisory, Inc.'s plans moved +10.8% in assets from 2022 to 2024; this filing shows Atchison Advisory, Inc. Profit Sharing Plan & Trust at $206K / 3 participants.

#842
in Real Estate (5,057 peers)
-7.3%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Atchison Advisory, Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets

Atchison Advisory, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$205,500 11th percentile higher than 11% 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

Atchison Advisory, Inc. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atchison Advisory, Inc. Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 200884836 · Atchison Advisory, Inc. PY 2022 · Profit Sharing

Atchison Advisory, Inc. Profit Sharing Plan & Trust · $206K · 3 · 11th

  • EBSA $206K
  • EBSA 3
  • EBSA 11th
  • EBSA Profit Sharing
  • EBSA near Ld Recovery Solutions, Inc. Retirement Plan
  • EBSA ind #842

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 Real Estate retirement plans → · Plans in California →

Atchison Advisory, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Atchison Advisory, Inc. Profit Sharing Plan & TrustAtchison Advisory, Inc. Prof…$206KLd Recovery Solutions, Inc. Retirement PlanLd Recovery Solutions, Inc. …$206KCentral Mills, Inc. Union Profit Sharing PlanCentral Mills, Inc. Union Pr…$206KR. Maldonado Retirement Plan$205KCorbicula Ent. Inc. Retirement PlanCorbicula Ent. Inc. Retireme…$205K
End-of-year total assets ($M) among Atchison Advisory, Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Atchison Advisory, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Atchison Advisory, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$228K 10.83698296836983% vs 2022
2024 filing year
$0.2M$0.21M$0.22M$0.23M$0.24M 202220232024 $0.21M $0.23M ▲ +9.5%
Year Plans Participants Total Assets
2022 1 3 $206K
2023 1 3 $210K
2024 1 3 $228K

Atchison Advisory, Inc. filing trail (2022)

Total Assets (Beginning of Year)$222K
Net Assets (End of Year)$206K
Net Income-$16K
Employer EIN200884836
Plan Effective Date2004-03-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Atchison Advisory, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Atchison Advisory, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.0002055 · Participants: 3Atchison Advisory, Inc. Profit Sharing Plan & TrustIntel 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
Atchison Advisory, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Atchison Advisory, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Atchison Advisory, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Ld Recovery Solutions, Inc. Retirement Plan in NJ ($206K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($206K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Atchison Advisory, Inc. Profit Sharing Plan & Trust assets move in 2022? ▼
Atchison Advisory, Inc. Profit Sharing Plan & Trust pulled back noticeably - down 7.3% during 2022, from $222K to $206K. Reported net income was -$16K.
How have Atchison Advisory, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atchison Advisory, Inc.'s sponsor-wide assets grew 10.8%, from $206K to $228K.
Where does Atchison Advisory, Inc. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Atchison Advisory, Inc. Profit Sharing Plan & Trust ranks in the 11th 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 Atchison Advisory, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Ld Recovery Solutions, Inc. Retirement Plan in NJ ($206K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Atchison Advisory, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 200884836.

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.