Profit Sharing · DOL Form 5500 · 2023

State Financial Corp Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
32nd
Percentile by assets National rank
$375,705
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: State Financial Corp Profit Sharing Plan · Sponsored by State Financial Corp · California · Finance & Insurance

$2M in assets, 6 participants

State Financial Corp's State Financial Corp Profit Sharing Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,932 in Finance & Insurance (8,869 peers)

State Financial Corp multi-year trail

State Financial Corp's plans moved +30.2% in assets from 2022 to 2024; this filing shows State Financial Corp Profit Sharing Plan at $2M / 6 participants.

#1,932
in Finance & Insurance (8,869 peers)
+11.8%
assets growth YoY

State Financial Corp Profit Sharing Plan among the smaller filed plans by assets

State Financial Corp Profit Sharing Plan vs every filed plan by assets

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

$2,254,228 32nd percentile higher than 32% 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

State Financial Corp 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. State Financial Corp Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • State Financial Corp Profit Sharing Plan reported net income rose from -$31K in the plan year 2022 filing to $239K in the plan year 2023 filing.
  • State Financial Corp Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952478454 · State Financial Corp PY 2023 · Profit Sharing

State Financial Corp Profit Sharing Plan · $2M · 6 · 32nd

  • RANK $2M
  • PHOTO 6
  • IND 32nd
  • EOY Profit Sharing
  • 5500 near Luis a. Segarra Financial & Insurance Services Profit Sharing Plan
  • ASSETS ind #1932

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 Finance & Insurance retirement plans → · Plans in California →

State Financial Corp Profit Sharing Plan in the asset neighbourhood

State Financial Corp Profit Sharing PlanState Financial Corp Profit …$2MLuis a. Segarra Financial & Insurance Services Profit Sharing PlanLuis a. Segarra Financial & …$2MRobert a. Motel P.C., Profit Sharing PlanRobert a. Motel P.C., Profit…$2MAmerican Sky Holdings, Inc. Retirement PlanAmerican Sky Holdings, Inc. …$2MHenry Bloom M.D. Profit Sharing PlanHenry Bloom M.D. Profit Shar…$2M
End-of-year total assets ($M) among State Financial Corp Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

State Financial Corp multi-year asset trail

Sponsor-wide plan assets over time

All State Financial Corp plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.237305726214856% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.02M $2.63M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 7 $3M

State Financial Corp filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$239K
Employer EIN952478454
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

State Financial Corp Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants State Financial Corp Profit Sharing Plan, Total assets ($B): 0.002254228 · Participants: 6State Financial Corp 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
State Financial Corp Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare State Financial Corp Profit Sharing Plan side-by-side with 3 peers →

State Financial Corp Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Luis a. Segarra Financial & Insurance Services Profit Sharing Plan in PR ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 State Financial Corp Profit Sharing Plan assets move in 2023? ▼
State Financial Corp Profit Sharing Plan grew at a solid clip - up 11.8% during 2023, from $2M to $2M. Reported net income was $239K.
How have State Financial Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Financial Corp's sponsor-wide assets grew 30.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to State Financial Corp Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Luis a. Segarra Financial & Insurance Services Profit Sharing Plan in PR ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to State Financial Corp Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 952478454.

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.