Profit Sharing · DOL Form 5500 · 2022

Compassionate Directions, Inc. Profit Sharing Plan

Data updated 2026-08-25

$143K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$142,621
Avg per participant Near avg balance/head
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Official DOL plan name: Compassionate Directions, Inc. Retirement Plan · Sponsored by Compassionate Directions, Inc. · California · Healthcare & Social Assistance

$143K in assets, 1 participants

Compassionate Directions, Inc.'s Compassionate Directions, Inc. Retirement Plan reported $143K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,130 in Healthcare & Social Assistance (20,060 peers)

Compassionate Directions, Inc. multi-year trail

Compassionate Directions, Inc.'s plans moved -11.0% in assets from 2022 to 2024; this filing shows Compassionate Directions, Inc. Retirement Plan at $143K / 1 participant.

#1,130
in Healthcare & Social Assistance (20,060 peers)
$143K
reported net income

Compassionate Directions, Inc. Retirement Plan among the smaller filed plans by assets

Compassionate Directions, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$142,621 8th percentile higher than 8% of 139,123 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 2022

Compassionate Directions, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compassionate Directions, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 920464634 · Compassionate Directions, Inc. PY 2022 · Profit Sharing

Compassionate Directions, Inc. Retirement Plan · $143K · 1 · 8th

  • PART $143K
  • PART 1
  • PART 8th
  • PART Profit Sharing
  • PART near New Vision Home Care Services, LLC Retirement Plan and Trust
  • PART ind #1130

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Compassionate Directions, Inc. Retirement Plan in the asset neighbourhood

Compassionate Directions, Inc. Retirement PlanCompassionate Directions, In…$143KNew Vision Home Care Services, LLC Retirement Plan and TrustNew Vision Home Care Service…$143KBlancre Couture Inc. Retirement PlanBlancre Couture Inc. Retirem…$143KMrm Retirement Plan$143KAlfred M Shiver PA Employees 401-K Profit Sharing Plan and TrustAlfred M Shiver PA Employees…$143K
End-of-year total assets ($M) among Compassionate Directions, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Compassionate Directions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Compassionate Directions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$127K 10.973138598102663% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.14M $0.13M ▼ -7.1%
Year Plans Participants Total Assets
2022 1 1 $143K
2023 1 1 $8K
2024 1 1 $127K

Compassionate Directions, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$143K
Net Income$143K
Employer EIN920464634
Plan Effective Date2022-10-05
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Compassionate Directions, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Compassionate Directions, Inc. Retirement Plan, Total assets ($B): 0.000142621 · Participants: 1Compassionate Directions, Inc. Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Compassionate Directions, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Compassionate Directions, Inc. Retirement Plan side-by-side with 3 peers →

Compassionate Directions, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is New Vision Home Care Services, LLC Retirement Plan and Trust in NY ($143K); 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 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Compassionate Directions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compassionate Directions, Inc.'s sponsor-wide assets declined 11.0%, from $143K to $127K.
Where does Compassionate Directions, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Compassionate Directions, Inc. Retirement Plan ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Compassionate Directions, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is New Vision Home Care Services, LLC Retirement Plan and Trust in NY ($143K, 289 participants).
Which Profit Sharing plans cover a similar participant headcount to Compassionate Directions, Inc. 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, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 920464634.

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.