Profit Sharing · DOL Form 5500 · 2023

Bearko Investments Profit Sharing Plan

Data updated 2026-08-25

$708K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$708,028
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bearko Investments Retirement Plan · Sponsored by Bearko Investments · California · Retail Trade

$708K in assets, 1 participants

Bearko Investments's Bearko Investments Retirement Plan reported $708K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,740 in Retail Trade (8,414 peers)

Bearko Investments multi-year trail

Bearko Investments's plans moved -11.1% in assets from 2022 to 2024; this filing shows Bearko Investments Retirement Plan at $708K / 1 participant.

#2,740
in Retail Trade (8,414 peers)
+28.9%
assets growth YoY

Bearko Investments Retirement Plan among the smaller filed plans by assets

Bearko Investments Retirement Plan vs every filed plan by assets

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

$708,028 21st percentile higher than 21% 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

Bearko Investments Retirement 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. Bearko Investments Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bearko Investments Retirement Plan reported net income rose from -$99K in the plan year 2022 filing to $159K in the plan year 2023 filing.
  • Bearko Investments Retirement Plan end-of-year assets rose from $549K in the plan year 2022 filing to $708K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 830613585 · Bearko Investments PY 2023 · Profit Sharing

Bearko Investments Retirement Plan · $708K · 1 · 21st

  • PHOTO $708K
  • IND 1
  • EOY 21st
  • 5500 Profit Sharing
  • ASSETS near Goldstein Diamonds, Inc. Profit Sharing Plan
  • PCT ind #2740

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 Retail Trade retirement plans → · Plans in California →

Bearko Investments Retirement Plan in the asset neighbourhood

Bearko Investments Retirement PlanBearko Investments Retiremen…$708KGoldstein Diamonds, Inc. Profit Sharing PlanGoldstein Diamonds, Inc. Pro…$708KChildstein Corporation Retirement PlanChildstein Corporation Retir…$708KThe Country Press, Inc. Employee Profit Sharing PlanThe Country Press, Inc. Empl…$708KGej Realty, Inc. Profit Sharing PlanGej Realty, Inc. Profit Shar…$709K
End-of-year total assets ($M) among Bearko Investments Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bearko Investments multi-year asset trail

Sponsor-wide plan assets over time

All Bearko Investments plans reported in each filing year

Latest sponsor-wide plan assets
$489K 11.062632307997546% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.55M $0.49M ▼ -10.9%
Year Plans Participants Total Assets
2022 1 1 $549K
2023 1 1 $708K
2024 1 1 $489K

Bearko Investments filing trail (2023)

Total Assets (Beginning of Year)$549K
Net Assets (End of Year)$708K
Net Income$159K
Employer EIN830613585
Plan Effective Date2018-05-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Bearko Investments Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Bearko Investments Retirement Plan, Total assets ($B): 0.000708028 · Participants: 1Bearko Investments 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
Bearko Investments Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Bearko Investments Retirement Plan side-by-side with 3 peers →

Bearko Investments Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Goldstein Diamonds, Inc. Profit Sharing Plan in AZ ($708K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Bearko Investments Retirement Plan assets move in 2023? ▼
Bearko Investments Retirement Plan grew sharply - up 28.9% during 2023, from $549K to $708K. Reported net income was $159K.
How have Bearko Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bearko Investments's sponsor-wide assets declined 11.1%, from $549K to $489K.
Where does Bearko Investments Retirement Plan rank by assets among Form 5500 filers? ▼
Bearko Investments Retirement Plan ranks in the 21st 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 Bearko Investments Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Goldstein Diamonds, Inc. Profit Sharing Plan in AZ ($708K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Bearko Investments Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 830613585.

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.