Profit Sharing · DOL Form 5500 · 2023

Phillip G. Svalya, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
34th
Percentile by assets National rank
$893,052
Avg per participant High balance/head
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Official DOL plan name: Phillip G. Svalya, Inc. Profit Sharing Plan · Sponsored by Phillip G. Svalya, Inc. · California · Professional & Technical Services

$3M in assets, 3 participants

Phillip G. Svalya, Inc.'s Phillip G. Svalya, Inc. Profit Sharing Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,246 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Phillip G. Svalya, Inc. Profit Sharing Plan holds $3M for 3 participants - about $893,052 per participant, in the lower half of filed plans by assets.

#6,246
in Professional & Technical Services (20,321 peers)
+0.5%
assets growth YoY

Phillip G. Svalya, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Phillip G. Svalya, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,679,157 34th percentile higher than 34% 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

Phillip G. Svalya, Inc. 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. Phillip G. Svalya, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phillip G. Svalya, Inc. Profit Sharing Plan reported net income rose from -$340K in the plan year 2022 filing to $13K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942764688 · Phillip G. Svalya, Inc. PY 2023 · Profit Sharing

Phillip G. Svalya, Inc. Profit Sharing Plan · $3M · 3 · 34th

  • RANK $3M
  • RANK 3
  • RANK 34th
  • RANK Profit Sharing
  • RANK near Minnesota Council of Nonprofits, Inc. 403(b) Plan
  • RANK ind #6246

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 →

Phillip G. Svalya, Inc. Profit Sharing Plan in the asset neighbourhood

Phillip G. Svalya, Inc. Profit Sharing PlanPhillip G. Svalya, Inc. Prof…$3MMinnesota Council of Nonprofits, Inc. 403(b) PlanMinnesota Council of Nonprof…$3MEl Dorado Holdings, Inc. Profit Sharing PlanEl Dorado Holdings, Inc. Pro…$3MHenry M. Sweeny Company Profit Sharing PlanHenry M. Sweeny Company Prof…$3MRamon Ponte Tapanes Retirement PlanRamon Ponte Tapanes Retireme…$3M
End-of-year total assets ($M) among Phillip G. Svalya, Inc. 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$13K
Employer EIN942764688
Plan Effective Date1981-08-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Phillip G. Svalya, Inc.)

Sponsor-wide plan assets over time

All Phillip G. Svalya, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.7793515700734455% vs 2022
2024 filing year
$2.65M$2.7M$2.75M$2.8M 202220232024 $2.67M $2.77M ▲ +3.7%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $3M

Nearby Profit Sharing Plans in California

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

Phillip G. Svalya, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Phillip G. Svalya, Inc. Profit Sharing Plan, Total assets ($B): 0.002679157 · Participants: 3Phillip G. Svalya, Inc. 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
Phillip G. Svalya, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Phillip G. Svalya, Inc. Profit Sharing Plan side-by-side with 3 peers →

Phillip G. Svalya, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Minnesota Council of Nonprofits, Inc. 403(b) Plan in MN ($3M); 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 Phillip G. Svalya, Inc. Profit Sharing Plan assets move in 2023? ▼
Phillip G. Svalya, Inc. Profit Sharing Plan held essentially flat - up 0.5% during 2023, from $3M to $3M. Reported net income was $13K.
How have Phillip G. Svalya, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillip G. Svalya, Inc.'s sponsor-wide assets grew 3.8%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Phillip G. Svalya, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Minnesota Council of Nonprofits, Inc. 403(b) Plan in MN ($3M, 27 participants).
Which Profit Sharing plans cover a similar participant headcount to Phillip G. Svalya, Inc. Profit Sharing 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 942764688.

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.