Profit Sharing · DOL Form 5500 · 2023

Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
30th
Percentile by assets National rank
$487,481
Avg per participant High balance/head
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Official DOL plan name: Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan · Sponsored by Don Lucas, Fine Silver Jewelry, Inc. · California · Manufacturing

$2M in assets, 4 participants

Don Lucas, Fine Silver Jewelry, Inc.'s Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,762 in Manufacturing (18,722 peers)

What the 2023 filing shows

Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan holds $2M for 4 participants - about $487,481 per participant, in the lower half of filed plans by assets.

#2,762
in Manufacturing (18,722 peers)
-1.2%
assets change YoY

The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan among the smaller filed plans by assets

Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,949,924 30th percentile higher than 30% of 127,068 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 2023

Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan reported net income fell from $116K in the plan year 2022 filing to -$23K in the plan year 2023 filing.
  • Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 770235706 · Don Lucas, Fine Silver Jewelry, Inc. PY 2023 · Profit Sharing

Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan · $2M · 4 · 30th

  • TYPE $2M
  • NET 4
  • BOOK 30th
  • VS-ST Profit Sharing
  • BOY near Storage First Inc. Retirement Plan
  • SCH ind #2762

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 Manufacturing retirement plans → · Plans in California →

Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan in the asset neighbourhood

Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing PlanDon Lucas, Fine Silver Jewel…$2MStorage First Inc. Retirement PlanStorage First Inc. Retiremen…$2MPacific Commercial Equipment, Inc. Profit Sharing PlanPacific Commercial Equipment…$2MBenito Morales Rivera Retirement PlanBenito Morales Rivera Retire…$2MBenito Morales Rivera Retirement PlanBenito Morales Rivera Retire…$2M
End-of-year total assets ($M) among Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$23K
Employer EIN770235706
Plan Effective Date1991-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Don Lucas, Fine Silver Jewelry, Inc.)

Sponsor-wide plan assets over time

All Don Lucas, Fine Silver Jewelry, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.5769870066689637% vs 2022
2024 filing year
$1.93M$1.94M$1.95M$1.96M$1.97M$1.98M 202220232024 $1.97M $1.94M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 4 $2M
2024 1 5 $2M

Nearby Profit Sharing Plans in California

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

Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan, Total assets ($B): 0.001949924 · Participants: 4Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan side-by-side with 3 peers →

Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Storage First Inc. Retirement Plan in PA ($2M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan assets move in 2023? ▼
Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan edged down modestly - down 1.2% during 2023, from $2M to $2M. Reported net income was -$23K.
How have Don Lucas, Fine Silver Jewelry, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Don Lucas, Fine Silver Jewelry, Inc.'s sponsor-wide assets declined 1.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Storage First Inc. Retirement Plan in PA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770235706.

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.