Profit Sharing · DOL Form 5500 · 2023

Schur Sugarman Professional Corp Profit Sharing Plan

Data updated 2026-08-25

N/A
Total assets
11
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schur Sugarman Professional Corp Profit Sharing Plan · Sponsored by Schur Sugarman Professional Corp · California · Professional & Technical Services

N/A in assets, 11 participants

Schur Sugarman Professional Corp's Schur Sugarman Professional Corp Profit Sharing Plan reported N/A in total assets and 11 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2023 filing shows

Schur Sugarman Professional Corp Profit Sharing Plan holds N/A for 11 participants.

-$282K
reported net income

The plan reported a net loss of $282K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schur Sugarman Professional Corp Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schur Sugarman Professional Corp Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schur Sugarman Professional Corp Profit Sharing Plan reported net income fell from -$79K in the plan year 2022 filing to -$282K in the plan year 2023 filing.
  • Schur Sugarman Professional Corp Profit Sharing Plan reported participants fell from 13 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954389920 · Schur Sugarman Professional Corp PY 2023 · Profit Sharing

Schur Sugarman Professional Corp Profit Sharing Plan · N/A · 11

  • IND N/A
  • IND 11
  • IND PY 2023
  • IND Profit Sharing
  • IND near The Notched Tongue Inc. Retirement Plan
  • IND -$282K

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 →

Filing particulars (2023)

Total Assets (Beginning of Year)$282K
Net Assets (End of Year)N/A
Net Income-$282K
Employer EIN954389920
Plan Effective Date1992-10-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Schur Sugarman Professional Corp)

Sponsor-wide plan assets over time

All Schur Sugarman Professional Corp plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.1M$0.2M$0.3M$0.4M 20222023 $0.28M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 13 $282K
2023 1 11 N/A

Nearby Profit Sharing Plans in California

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

Schur Sugarman Professional Corp Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 5 data points. 020000400006000080000 02468 Total assets ($B) Participants Intel Retirement Contribution Plan, Total assets ($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
Schur Sugarman Professional Corp Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Schur Sugarman Professional Corp Profit Sharing Plan's closest out-of-state Profit Sharing peers by headcount

Outside California, the nearest Profit Sharing by covered participants is The Notched Tongue Inc. Retirement Plan in OK (11 participants; this filing: 11 participants).

Similar participant headcount

Nearest other-state filings by covered participants (11 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

Which Profit Sharing plans cover a similar participant headcount to Schur Sugarman Professional Corp Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is The Notched Tongue Inc. Retirement Plan in OK (11 participants, $707K in assets).