Profit Sharing · DOL Form 5500 · 2023
Re Garrison Consulting Profit Sharing Plan
Data updated 2026-08-25
- $999
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $999
- Avg per participant Low balance/head
Official DOL plan name: Re Garrison Consulting Retirement Plan · Sponsored by Re Garrison Consulting · California · Professional & Technical Services
$999 in assets, 1 participants
Re Garrison Consulting's Re Garrison Consulting Retirement Plan reported $999 in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 1st 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.
- #92 in Professional & Technical Services (20,321 peers)
2023 asset change
Re Garrison Consulting Retirement Plan contracted severely 98.0% in 2023 ($50K → $999) for 1 participant.
- #92
- in Professional & Technical Services (20,321 peers)
- -98.0%
- assets change YoY
The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Re Garrison Consulting Retirement Plan among the smaller filed plans by assets
Re Garrison Consulting Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$999 1st percentile higher than 1% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Re Garrison Consulting 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. Re Garrison Consulting Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Re Garrison Consulting Retirement Plan reported net income fell from $18K in the plan year 2022 filing to -$49K in the plan year 2023 filing.
- Re Garrison Consulting Retirement Plan end-of-year assets fell from $50K in the plan year 2022 filing to $999 in the plan year 2023 filing.
DOL schedule card
Filing strip 853476659 · Re Garrison Consulting PY 2023 · Profit Sharing
Re Garrison Consulting Retirement Plan · $999 · 1 · 1st
- VS-ST $999
- VS-ST 1
- VS-ST 1st
- VS-ST Profit Sharing
- VS-ST near Ftm Retirement Plan
- VS-ST ind #92
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 Professional & Technical Services retirement plans → · Plans in California →
Re Garrison Consulting Retirement Plan in the asset neighbourhood
Re Garrison Consulting years around the 2023 move
Sponsor-wide plan assets over time
All Re Garrison Consulting plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $50K |
| 2023 | 1 | 1 | $999 |
| 2024 | 1 | 1 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $50K |
|---|---|
| Net Assets (End of Year) | $999 |
| Net Income | -$49K |
| Employer EIN | 853476659 |
| Plan Effective Date | 2020-10-21 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Re Garrison Consulting Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Ftm Retirement Plan in PR ($998); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($999 here).
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.