Profit Sharing · DOL Form 5500 · 2023

Claudio a Haug Cpa Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1
Participants Small participant base
41st
Percentile by assets National rank
$4.1M
Avg per participant High balance/head
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Official DOL plan name: Claudio a Haug Cpa Profit Sharing Plan - Qrp · Sponsored by Claudio a Haug Cpa · California · Professional & Technical Services

$4M in assets, 1 participants

Claudio a Haug Cpa's Claudio a Haug Cpa Profit Sharing Plan - Qrp reported $4M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,706 in Professional & Technical Services (20,321 peers)

Claudio a Haug Cpa multi-year trail

Claudio a Haug Cpa's plans moved +17.3% in assets from 2022 to 2024; this filing shows Claudio a Haug Cpa Profit Sharing Plan - Qrp at $4M / 1 participant.

#7,706
in Professional & Technical Services (20,321 peers)
+4.4%
assets growth YoY

Claudio a Haug Cpa Profit Sharing Plan - Qrp's mid-pack asset rank among Professional & Technical Services and all filers

Claudio a Haug Cpa Profit Sharing Plan - Qrp vs every filed plan by assets

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

$4,065,192 41st percentile higher than 41% 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

Claudio a Haug Cpa Profit Sharing Plan - Qrp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Claudio a Haug Cpa Profit Sharing Plan - Qrp is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Claudio a Haug Cpa Profit Sharing Plan - Qrp reported net income rose from -$1M in the plan year 2022 filing to $173K in the plan year 2023 filing.
  • Claudio a Haug Cpa Profit Sharing Plan - Qrp end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330333155 · Claudio a Haug Cpa PY 2023 · Profit Sharing

Claudio a Haug Cpa Profit Sharing Plan - Qrp · $4M · 1 · 41st

  • EBSA $4M
  • EBSA 1
  • EBSA 41st
  • EBSA Profit Sharing
  • EBSA near Northland Counseling Center, Inc.403(b) Plan
  • EBSA ind #7706

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 →

Claudio a Haug Cpa Profit Sharing Plan - Qrp in the asset neighbourhood

Claudio a Haug Cpa Profit Sharing Plan - QrpClaudio a Haug Cpa Profit Sh…$4MCharles W. Ruggeroli M.D. Profit Sharing PlanCharles W. Ruggeroli M.D. Pr…$4MNorthland Counseling Center, Inc.403(b) PlanNorthland Counseling Center,…$4MSenior Care Communities 403(b)(7)PlanSenior Care Communities 403(…$4MCoast Medical Northwest, Inc. Profit Sharing PlanCoast Medical Northwest, Inc…$4M
End-of-year total assets ($M) among Claudio a Haug Cpa Profit Sharing Plan - Qrp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Claudio a Haug Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Claudio a Haug Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$5M 17.25767440904578% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.89M $4.56M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 1 $4M
2023 1 1 $4M
2024 1 1 $5M

Claudio a Haug Cpa filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$173K
Employer EIN330333155
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Claudio a Haug Cpa Profit Sharing Plan - Qrp vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Claudio a Haug Cpa Profit Sharing Plan - Qrp, Total assets ($B): 0.004065192 · Participants: 1Claudio a Haug Cpa Profit Sharing Plan - QrpIntel 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
Claudio a Haug Cpa Profit Sharing Plan - Qrp vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Claudio a Haug Cpa Profit Sharing Plan - Qrp side-by-side with 3 peers →

Claudio a Haug Cpa Profit Sharing Plan - Qrp's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Northland Counseling Center, Inc.403(b) Plan in MN ($4M); 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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Claudio a Haug Cpa Profit Sharing Plan - Qrp assets move in 2023? ▼
Claudio a Haug Cpa Profit Sharing Plan - Qrp edged up modestly - up 4.4% during 2023, from $4M to $4M. Reported net income was $173K.
How have Claudio a Haug Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Claudio a Haug Cpa's sponsor-wide assets grew 17.3%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Claudio a Haug Cpa Profit Sharing Plan - Qrp? ▼
Among Profit Sharing plans in other states, the closest by assets is Northland Counseling Center, Inc.403(b) Plan in MN ($4M, 246 participants).
Which Profit Sharing plans cover a similar participant headcount to Claudio a Haug Cpa Profit Sharing Plan - Qrp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 330333155.

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.