Profit Sharing · DOL Form 5500 · 2023

Glorietta Management Group Inc. Profit Sharing Plan

Data updated 2026-08-25

$400K
Total assets Small plan by assets
14
Participants Small participant base
16th
Percentile by assets National rank
$28,586
Avg per participant Low balance/head
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Official DOL plan name: Glorietta Management Group Inc. Retirement Plan · Sponsored by Glorietta Management Group Inc. · California · Other Services

$400K in assets, 14 participants

Glorietta Management Group Inc.'s Glorietta Management Group Inc. Retirement Plan reported $400K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,744 in Other Services (7,857 peers)

Glorietta Management Group Inc. multi-year trail

Glorietta Management Group Inc.'s plans moved -99.8% in assets from 2022 to 2024; this filing shows Glorietta Management Group Inc. Retirement Plan at $400K / 14 participants.

#2,744
in Other Services (7,857 peers)
+11.1%
assets growth YoY

Glorietta Management Group Inc. Retirement Plan among the smaller filed plans by assets

Glorietta Management Group Inc. Retirement Plan vs every filed plan by assets

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

$400,199 16th percentile higher than 16% 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

Glorietta Management Group Inc. Retirement 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. Glorietta Management Group Inc. Retirement Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Glorietta Management Group Inc. Retirement Plan reported net income rose from $320 in the plan year 2022 filing to $40K in the plan year 2023 filing.
  • Glorietta Management Group Inc. Retirement Plan reported participants fell from 20 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Glorietta Management Group Inc. Retirement Plan end-of-year assets rose from $360K in the plan year 2022 filing to $400K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 820641027 · Glorietta Management Group Inc. PY 2023 · Profit Sharing

Glorietta Management Group Inc. Retirement Plan · $400K · 14 · 16th

  • VS-ST $400K
  • VS-ST 14
  • VS-ST 16th
  • VS-ST Profit Sharing
  • VS-ST near Pecan Valley Enterprises, Inc. Profit Sharing Plan
  • VS-ST ind #2744

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 Other Services retirement plans → · Plans in California →

Glorietta Management Group Inc. Retirement Plan in the asset neighbourhood

Glorietta Management Group Inc. Retirement PlanGlorietta Management Group I…$400KPecan Valley Enterprises, Inc. Profit Sharing PlanPecan Valley Enterprises, In…$400KJ. Williams 710 Corporation Retirement PlanJ. Williams 710 Corporation …$400KHerbert G. Mitchell Jr., Profit Sharing PlanHerbert G. Mitchell Jr., Pro…$400K210 Pets Inc Retirement Plan$400K
End-of-year total assets ($M) among Glorietta Management Group Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Glorietta Management Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Glorietta Management Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1K 99.84906191865072% vs 2022
2024 filing year
$0M$0.5M$1M 202220232024 $0.85M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 29 $852K
2023 1 14 $400K
2024 1 2 $1K

Glorietta Management Group Inc. filing trail (2023)

Total Assets (Beginning of Year)$360K
Net Assets (End of Year)$400K
Net Income$40K
Employer EIN820641027
Plan Effective Date2017-02-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Glorietta Management Group Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Glorietta Management Group Inc. Retirement Plan, Total assets ($B): 0.000400199 · Participants: 14Glorietta Management Group Inc. Retirement 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
Glorietta Management Group Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Glorietta Management Group Inc. Retirement Plan side-by-side with 3 peers →

Glorietta Management Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Pecan Valley Enterprises, Inc. Profit Sharing Plan in OK ($400K); by covered participants it is Three Cities Management LLC Retirement Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Glorietta Management Group Inc. Retirement Plan assets move in 2023? ▼
Glorietta Management Group Inc. Retirement Plan grew at a solid clip - up 11.1% during 2023, from $360K to $400K. Reported net income was $40K.
How have Glorietta Management Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Glorietta Management Group Inc.'s sponsor-wide assets declined 99.8%, from $852K to $1K.
Where does Glorietta Management Group Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Glorietta Management Group Inc. Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Glorietta Management Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pecan Valley Enterprises, Inc. Profit Sharing Plan in OK ($400K, 22 participants).
Which Profit Sharing plans cover a similar participant headcount to Glorietta Management Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Three Cities Management LLC Retirement Plan in NY (14 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 820641027.

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.