Profit Sharing · DOL Form 5500 · 2023

Alex W. Tom Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$492,425
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Profit Sharing Plan · Sponsored by Alex W. Tom · California · Healthcare & Social Assistance

$1M in assets, 3 participants

Alex W. Tom's Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,267 in Healthcare & Social Assistance (17,684 peers)

Alex W. Tom multi-year trail

Alex W. Tom's plans moved +81.9% in assets from 2022 to 2024; this filing shows Profit Sharing Plan at $1M / 3 participants.

#4,267
in Healthcare & Social Assistance (17,684 peers)
+50.1%
assets growth YoY

Profit Sharing Plan among the smaller filed plans by assets

Profit Sharing Plan vs every filed plan by assets

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

$1,477,274 27th percentile higher than 27% 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

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. 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

  • Profit Sharing Plan reported net income rose from -$462K in the plan year 2022 filing to $493K in the plan year 2023 filing.
  • Profit Sharing Plan end-of-year assets rose from $984K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770333145 · Alex W. Tom PY 2023 · Profit Sharing

Profit Sharing Plan · $1M · 3 · 27th

  • BOY $1M
  • BOY 3
  • BOY 27th
  • BOY Profit Sharing
  • BOY near Dr Robert J Lynch Md Keogh
  • BOY ind #4267

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 →

Profit Sharing Plan in the asset neighbourhood

Profit Sharing Plan$1MDr Robert J Lynch Md Keogh$1MDrs. Wayne & Kozicky Fidelity Money Purchase PlanDrs. Wayne & Kozicky Fidelit…$1MMario Ramirez Carmoega Retirement PlanMario Ramirez Carmoega Retir…$1MFrazer Inc Profit Sharing$1M
End-of-year total assets ($M) among Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Alex W. Tom multi-year asset trail

Sponsor-wide plan assets over time

All Alex W. Tom plans reported in each filing year

Latest sponsor-wide plan assets
$6M 81.86634493734293% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.49M $6.35M ▲ +81.9%
Year Plans Participants Total Assets
2022 2 6 $3M
2023 2 5 $5M
2024 2 5 $6M

Alex W. Tom filing trail (2023)

Total Assets (Beginning of Year)$984K
Net Assets (End of Year)$1M
Net Income$493K
Employer EIN770333145
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Profit Sharing Plan, Total assets ($B): 0.001477274 · Participants: 3Profit 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
Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest Profit Sharing by assets is Dr Robert J Lynch Md Keogh in WV ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

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 Profit Sharing Plan assets move in 2023? ▼
Profit Sharing Plan surged - up 50.1% during 2023, from $984K to $1M. Reported net income was $493K.
How have Alex W. Tom plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alex W. Tom's sponsor-wide assets grew 81.9%, from $3M to $6M.
Which Profit Sharing plans are similar in size to Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dr Robert J Lynch Md Keogh in WV ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to 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 770333145.

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.