Profit Sharing · DOL Form 5500 · 2022

Palm Valley School Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
109
Participants Small participant base
50th
Percentile by assets National rank
$44,968
Avg per participant Low balance/head
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Official DOL plan name: Palm Valley School 403(b) Plan · Sponsored by Palm Valley School · California · Educational Services

$5M in assets, 109 participants

Palm Valley School's Palm Valley School 403(b) Plan reported $5M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,408 in Educational Services (4,024 peers)

Coverage in California

Palm Valley School 403(b) Plan covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $5M.

#1,408
in Educational Services (4,024 peers)
+10.1%
assets growth YoY

Palm Valley School 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Palm Valley School 403(b) Plan vs every filed plan by assets

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

$4,901,472 Top 50% higher than 50% 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

Palm Valley School 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palm Valley School 403(b) Plan sits mid-pack in the medium band (109 participants).

DOL schedule card

Filing strip 952133079 · Palm Valley School PY 2022 · Profit Sharing

Palm Valley School 403(b) Plan · $5M · 109 · 50th

  • SCH $5M
  • EBSA 109
  • PART 50th
  • TYPE Profit Sharing
  • NET near A-J Sheet Metal, Inc. Profit Sharing Plan
  • BOOK ind #1408

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 Educational Services retirement plans → · Plans in California →

Palm Valley School 403(b) Plan in the asset neighbourhood

Palm Valley School 403(b) PlanPalm Valley School 403(b) Pl…$5MA-J Sheet Metal, Inc. Profit Sharing PlanA-J Sheet Metal, Inc. Profit…$5MSterling Supply, Inc. Restated Profit Sharing PlanSterling Supply, Inc. Restat…$5MPritzker Dermatology, PC Retirement PlanPritzker Dermatology, PC Ret…$5MMiddle East Marketing Profit Sharing PlanMiddle East Marketing Profit…$5M
End-of-year total assets ($M) among Palm Valley School 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$451K
Employer EIN952133079
Plan Effective Date1987-10-11
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Palm Valley School 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Palm Valley School 403(b) Plan, Total assets ($B): 0.004901472 · Participants: 109Palm Valley School 403(b) 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
Palm Valley School 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Palm Valley School 403(b) Plan side-by-side with 3 peers →

Palm Valley School 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is A-J Sheet Metal, Inc. Profit Sharing Plan in UT ($5M); by covered participants it is Hope for Youth, Inc. Retirement Plan in NY (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); 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 did Palm Valley School 403(b) Plan assets move in 2022? ▼
Palm Valley School 403(b) Plan grew at a solid clip - up 10.1% during 2022, from $4M to $5M. Reported net income was $451K.
Which Profit Sharing plans are similar in size to Palm Valley School 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is A-J Sheet Metal, Inc. Profit Sharing Plan in UT ($5M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Palm Valley School 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hope for Youth, Inc. Retirement Plan in NY (109 participants, $4M 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 952133079.

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.