Profit Sharing · DOL Form 5500 · 2023

Taavon's Lucky Penny Corporation Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
44th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Taavon's Lucky Penny Corporation Retirement Plan · Sponsored by Taavon's Lucky Penny Corporation · California · Administrative & Support Services

$5M in assets, 3 participants

Taavon's Lucky Penny Corporation's Taavon's Lucky Penny Corporation Retirement Plan reported $5M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,900 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Taavon's Lucky Penny Corporation Retirement Plan ranks #2,900 of 4,372 2023 filers by assets (598% of the sector average)-$5M for 3 participants.

#2,900
in Administrative & Support Services (4,372 peers)
+18.0%
assets growth YoY

Taavon's Lucky Penny Corporation Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Taavon's Lucky Penny Corporation Retirement Plan vs every filed plan by assets

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

$4,826,760 44th percentile higher than 44% 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

Taavon's Lucky Penny Corporation 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. Taavon's Lucky Penny Corporation Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taavon's Lucky Penny Corporation Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Taavon's Lucky Penny Corporation Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Taavon's Lucky Penny Corporation Retirement Plan reported net income fell from $875K in the plan year 2022 filing to $736K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 813357958 · Taavon's Lucky Penny Corporation PY 2023 · Profit Sharing

Taavon's Lucky Penny Corporation Retirement Plan · $5M · 3 · 44th

  • SCH $5M
  • SCH 3
  • SCH 44th
  • SCH Profit Sharing
  • SCH near Boys & Girls Clubs of the Valley, Inc. Retirement Plan
  • SCH ind #2900

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 Administrative & Support Services retirement plans → · Plans in California →

Taavon's Lucky Penny Corporation Retirement Plan in the asset neighbourhood

Taavon's Lucky Penny Corporation Retirement PlanTaavon's Lucky Penny Corpora…$5MBoys & Girls Clubs of the Valley, Inc. Retirement PlanBoys & Girls Clubs of the Va…$5MEdward J. Meloney, Inc. Employees' Profit Sharing PlanEdward J. Meloney, Inc. Empl…$5MAppraisal Consultatns Corp 10 Gable Walk Livingston, Nj 07039Appraisal Consultatns Corp 1…$5MWestern Steel, Inc. and Its Affiliates Profit Sharing PlanWestern Steel, Inc. and Its …$5M
End-of-year total assets ($M) among Taavon's Lucky Penny Corporation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$736K
Employer EIN813357958
Plan Effective Date2016-08-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Taavon's Lucky Penny Corporation)

Sponsor-wide plan assets over time

All Taavon's Lucky Penny Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.425745123153648% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.09M $3.75M ▼ -8.3%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 3 $5M
2024 1 6 $4M

Nearby Profit Sharing Plans in California

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

Taavon's Lucky Penny Corporation Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Taavon's Lucky Penny Corporation Retirement Plan, Total assets ($B): 0.00482676 · Participants: 3Taavon's Lucky Penny Corporation Retirement 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
Taavon's Lucky Penny Corporation Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Taavon's Lucky Penny Corporation Retirement Plan side-by-side with 3 peers →

Taavon's Lucky Penny Corporation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Boys & Girls Clubs of the Valley, Inc. Retirement Plan in AZ ($5M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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 Taavon's Lucky Penny Corporation Retirement Plan assets move in 2023? ▼
Taavon's Lucky Penny Corporation Retirement Plan grew sharply - up 18.0% during 2023, from $4M to $5M. Reported net income was $736K.
How have Taavon's Lucky Penny Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taavon's Lucky Penny Corporation's sponsor-wide assets declined 8.4%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Taavon's Lucky Penny Corporation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Boys & Girls Clubs of the Valley, Inc. Retirement Plan in AZ ($5M, 200 participants).
Which Profit Sharing plans cover a similar participant headcount to Taavon's Lucky Penny Corporation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 813357958.

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.