Profit Sharing · DOL Form 5500 · 2023

Heathorn & Associates Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
35th
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heathorn & Associates Profit Sharing Plan · Sponsored by Heathorn & Associates · California · Manufacturing

$3M in assets, 1 participants

Heathorn & Associates's Heathorn & Associates Profit Sharing Plan reported $3M in total assets and 1 participant 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.

  • #3,437 in Manufacturing (18,722 peers)

What the 2023 filing shows

Heathorn & Associates Profit Sharing Plan holds $3M for 1 participant - about $2.8M per participant, in the lower half of filed plans by assets.

#3,437
in Manufacturing (18,722 peers)
-5.3%
assets change YoY

The plan reported a net loss of $155K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heathorn & Associates Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Heathorn & Associates Profit Sharing Plan vs every filed plan by assets

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

$2,782,424 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

Heathorn & Associates 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. Heathorn & Associates Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heathorn & Associates Profit Sharing Plan reported participants fell from 7 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Heathorn & Associates Profit Sharing Plan reported net income rose from -$309K in the plan year 2022 filing to -$155K in the plan year 2023 filing.
  • Heathorn & Associates Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943166225 · Heathorn & Associates PY 2023 · Profit Sharing

Heathorn & Associates Profit Sharing Plan · $3M · 1 · 35th

  • ASSETS $3M
  • ASSETS 1
  • ASSETS 35th
  • ASSETS Profit Sharing
  • ASSETS near Oliver Refractory Inc Profit Sharing Plan
  • ASSETS ind #3437

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 Manufacturing retirement plans → · Plans in California →

Heathorn & Associates Profit Sharing Plan in the asset neighbourhood

Stingray Investment Partners, Inc. Retirement PlanStingray Investment Partners…$3MAlliance Healthcare Services, Inc. EmployerAlliance Healthcare Services…$3MColorado Contractors Open Shop Employers Profit Sharing PlanColorado Contractors Open Sh…$3MHeathorn & Associates Profit Sharing PlanHeathorn & Associates Profit…$3MOliver Refractory Inc Profit Sharing PlanOliver Refractory Inc Profit…$3M
End-of-year total assets ($M) among Heathorn & Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$155K
Employer EIN943166225
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heathorn & Associates)

Sponsor-wide plan assets over time

All Heathorn & Associates plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $2.94M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 1 $3M
2024 1 N/A N/A

Nearby Profit Sharing Plans in California

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

Heathorn & Associates Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Heathorn & Associates Profit Sharing Plan, Total assets ($B): 0.002782424 · Participants: 1Heathorn & Associates 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
Heathorn & Associates Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Heathorn & Associates Profit Sharing Plan side-by-side with 3 peers →

Heathorn & Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Oliver Refractory Inc Profit Sharing Plan in WV ($3M); 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 Heathorn & Associates Profit Sharing Plan assets move in 2023? ▼
Heathorn & Associates Profit Sharing Plan pulled back noticeably - down 5.3% during 2023, from $3M to $3M. Reported net income was -$155K.
Which Profit Sharing plans are similar in size to Heathorn & Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Oliver Refractory Inc Profit Sharing Plan in WV ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Heathorn & Associates Profit Sharing 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, $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 943166225.

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.