Profit Sharing · DOL Form 5500 · 2023

Jane S Lee Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Essex Obg Profit Share · Sponsored by Jane S Lee · California · Healthcare & Social Assistance

$2M in assets, 1 participants

Jane S Lee's Essex Obg Profit Share reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,644 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Essex Obg Profit Share grew sharply 20.1% in 2023 ($1M → $2M) for 1 participant.

#4,644
in Healthcare & Social Assistance (17,684 peers)
+20.1%
assets growth YoY

Essex Obg Profit Share among the smaller filed plans by assets

Essex Obg Profit Share vs every filed plan by assets

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

$1,684,202 29th percentile higher than 29% 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

Essex Obg Profit Share among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Essex Obg Profit Share is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 223451255 · Jane S Lee PY 2023 · Profit Sharing

Essex Obg Profit Share · $2M · 1 · 29th

  • EIN $2M
  • RANK 1
  • PHOTO 29th
  • IND Profit Sharing
  • EOY near Cdn Surgical Associates, Ltd. Profit Sharing Plan
  • 5500 ind #4644

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Essex Obg Profit Share in the asset neighbourhood

Maritime Association - I.L.a Pension, Retirement, Welfare and Vacation Funds Retirement PlanMaritime Association - I.L.a…$2MEssex Obg Profit Share$2MCdn Surgical Associates, Ltd. Profit Sharing PlanCdn Surgical Associates, Ltd…$2MH R Griffiths Land Contracts Inc Employees Profit Sharing TrustH R Griffiths Land Contracts…$2MWylie Communications, Inc. Profit Sharing PlanWylie Communications, Inc. P…$2M
End-of-year total assets ($M) among Essex Obg Profit Share and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$282K
Employer EIN223451255
Plan Effective Date2002-12-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Essex Obg Profit Share vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Essex Obg Profit Share, Total assets ($B): 0.001684202 · Participants: 1Essex Obg Profit ShareIntel 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
Essex Obg Profit Share vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Essex Obg Profit Share side-by-side with 3 peers →

Essex Obg Profit Share's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Cdn Surgical Associates, Ltd. Profit Sharing Plan in IL ($2M); 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 Essex Obg Profit Share assets move in 2023? ▼
Essex Obg Profit Share grew sharply - up 20.1% during 2023, from $1M to $2M. Reported net income was $282K.
Which Profit Sharing plans are similar in size to Essex Obg Profit Share? ▼
Among Profit Sharing plans in other states, the closest by assets is Cdn Surgical Associates, Ltd. Profit Sharing Plan in IL ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Essex Obg Profit Share? ▼
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 223451255.

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.