Profit Sharing · DOL Form 5500 · 2023

Truitt Enterprises Profit Sharing Plan

Data updated 2026-08-25

$577K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$288,292
Avg per participant High balance/head
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Official DOL plan name: Truitt Enterprises Retirement Plan · Sponsored by Truitt Enterprises · California · Real Estate

$577K in assets, 2 participants

Truitt Enterprises's Truitt Enterprises Retirement Plan reported $577K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,558 in Real Estate (4,727 peers)

Truitt Enterprises multi-year trail

Truitt Enterprises's plans moved +56.0% in assets from 2022 to 2024; this filing shows Truitt Enterprises Retirement Plan at $577K / 2 participants.

#1,558
in Real Estate (4,727 peers)
+23.1%
assets growth YoY

Truitt Enterprises Retirement Plan among the smaller filed plans by assets

Truitt Enterprises Retirement Plan vs every filed plan by assets

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

$576,584 19th percentile higher than 19% 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

Truitt Enterprises 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. Truitt Enterprises Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Truitt Enterprises Retirement Plan end-of-year assets rose from $468K in the plan year 2022 filing to $577K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 821183023 · Truitt Enterprises PY 2023 · Profit Sharing

Truitt Enterprises Retirement Plan · $577K · 2 · 19th

  • EOY $577K
  • 5500 2
  • ASSETS 19th
  • PCT Profit Sharing
  • EIN near Integrity Automotive Services II, Inc. Profit Sharing Plan
  • RANK ind #1558

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 Real Estate retirement plans → · Plans in California →

Truitt Enterprises Retirement Plan in the asset neighbourhood

Truitt Enterprises Retirement PlanTruitt Enterprises Retiremen…$577KIntegrity Automotive Services II, Inc. Profit Sharing PlanIntegrity Automotive Service…$577KJb Loc Home Services Inc. Retirement PlanJb Loc Home Services Inc. Re…$576KEkr Inc. Profit Sharing Plan$576KAnthony L. Verrelli Profit Sharing PlanAnthony L. Verrelli Profit S…$576K
End-of-year total assets ($M) among Truitt Enterprises Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Truitt Enterprises multi-year asset trail

Sponsor-wide plan assets over time

All Truitt Enterprises plans reported in each filing year

Latest sponsor-wide plan assets
$731K 55.97185095353186% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.47M $0.73M ▲ +55.3%
Year Plans Participants Total Assets
2022 1 2 $468K
2023 1 2 $577K
2024 1 2 $731K

Truitt Enterprises filing trail (2023)

Total Assets (Beginning of Year)$468K
Net Assets (End of Year)$577K
Net Income$108K
Employer EIN821183023
Plan Effective Date2017-04-14
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Truitt Enterprises Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Truitt Enterprises Retirement Plan, Total assets ($B): 0.000576584 · Participants: 2Truitt Enterprises 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
Truitt Enterprises Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Truitt Enterprises Retirement Plan side-by-side with 3 peers →

Truitt Enterprises Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Integrity Automotive Services II, Inc. Profit Sharing Plan in CO ($577K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Truitt Enterprises Retirement Plan assets move in 2023? ▼
Truitt Enterprises Retirement Plan grew sharply - up 23.1% during 2023, from $468K to $577K. Reported net income was $108K.
How have Truitt Enterprises plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truitt Enterprises's sponsor-wide assets grew 56.0%, from $468K to $731K.
Where does Truitt Enterprises Retirement Plan rank by assets among Form 5500 filers? ▼
Truitt Enterprises Retirement Plan ranks in the 19th 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 Truitt Enterprises Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Integrity Automotive Services II, Inc. Profit Sharing Plan in CO ($577K, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Truitt Enterprises Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 821183023.

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.