Profit Sharing · DOL Form 5500 · 2023

Williiam E Steinberg Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
35th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: William Steinberg Profit Sharing Plan · Sponsored by Williiam E Steinberg · California · Arts, Entertainment & Recreation

$3M in assets, 2 participants

Williiam E Steinberg's William Steinberg Profit Sharing Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,703 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, William Steinberg Profit Sharing Plan ranks #1,703 of 2,945 2023 filers by assets (974% of the sector average)-$3M for 2 participants.

#1,703
in Arts, Entertainment & Recreation (2,945 peers)
+11.6%
assets growth YoY

William Steinberg Profit Sharing Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

William Steinberg Profit Sharing Plan vs every filed plan by assets

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

$2,850,725 35th percentile higher than 35% 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

William Steinberg 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. William Steinberg Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • William Steinberg Profit Sharing Plan reported net income rose from -$391K in the plan year 2022 filing to $296K in the plan year 2023 filing.
  • William Steinberg Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330135011 · Williiam E Steinberg PY 2023 · Profit Sharing

William Steinberg Profit Sharing Plan · $3M · 2 · 35th

  • IND $3M
  • IND 2
  • IND 35th
  • IND Profit Sharing
  • IND near Somerset Pulmonary & Critical Care Associates PA Profit Sharing Plan
  • IND ind #1703

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

William Steinberg Profit Sharing Plan in the asset neighbourhood

William Steinberg Profit Sharing PlanWilliam Steinberg Profit Sha…$3MSomerset Pulmonary & Critical Care Associates PA Profit Sharing PlanSomerset Pulmonary & Critica…$3MRetirement Plan for Employee of Deya Elevators Services, Inc.Retirement Plan for Employee…$3MCare Advantage, Inc. Profit Sharing PlanCare Advantage, Inc. Profit …$3MGray Holdings, Inc. Retirement PlanGray Holdings, Inc. Retireme…$3M
End-of-year total assets ($M) among William Steinberg Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$296K
Employer EIN330135011
Plan Effective Date2003-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Williiam E Steinberg)

Sponsor-wide plan assets over time

All Williiam E Steinberg plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.963676278484215% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M 202220232024 $2.55M $2.81M ▲ +10.2%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $3M

Nearby Profit Sharing Plans in California

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

William Steinberg Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants William Steinberg Profit Sharing Plan, Total assets ($B): 0.002850725 · Participants: 2William Steinberg 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
William Steinberg Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare William Steinberg Profit Sharing Plan side-by-side with 3 peers →

William Steinberg Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Somerset Pulmonary & Critical Care Associates PA Profit Sharing Plan in NJ ($3M); 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 William Steinberg Profit Sharing Plan assets move in 2023? ▼
William Steinberg Profit Sharing Plan grew at a solid clip - up 11.6% during 2023, from $3M to $3M. Reported net income was $296K.
How have Williiam E Steinberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Williiam E Steinberg's sponsor-wide assets grew 10.0%, from $3M to $3M.
Which Profit Sharing plans are similar in size to William Steinberg Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Somerset Pulmonary & Critical Care Associates PA Profit Sharing Plan in NJ ($3M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to William Steinberg Profit Sharing 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 330135011.

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.