Profit Sharing · DOL Form 5500 · 2023

Robert Broucaret Profit Sharing Plan

Data updated 2026-08-25

$973K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$486,633
Avg per participant High balance/head
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Official DOL plan name: Broucaret Profit Sharing Plan & Trust · Sponsored by Robert Broucaret · California · Professional & Technical Services

$973K in assets, 2 participants

Robert Broucaret's Broucaret Profit Sharing Plan & Trust reported $973K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,766 in Professional & Technical Services (20,321 peers)

Robert Broucaret multi-year trail

Robert Broucaret's plans moved +42.1% in assets from 2022 to 2024; this filing shows Broucaret Profit Sharing Plan & Trust at $973K / 2 participants.

#3,766
in Professional & Technical Services (20,321 peers)
+26.6%
assets growth YoY

Broucaret Profit Sharing Plan & Trust among the smaller filed plans by assets

Broucaret Profit Sharing Plan & Trust vs every filed plan by assets

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

$973,266 23rd percentile higher than 23% 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

Broucaret Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Broucaret Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Broucaret Profit Sharing Plan & Trust reported net income rose from -$118K in the plan year 2022 filing to $204K in the plan year 2023 filing.
  • Broucaret Profit Sharing Plan & Trust end-of-year assets rose from $769K in the plan year 2022 filing to $973K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941519464 · Robert Broucaret PY 2023 · Profit Sharing

Broucaret Profit Sharing Plan & Trust · $973K · 2 · 23rd

  • RANK $973K
  • RANK 2
  • RANK 23rd
  • RANK Profit Sharing
  • RANK near Whippoorwill Associates Inc. Profit Sharing Plan
  • RANK ind #3766

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 →

Broucaret Profit Sharing Plan & Trust in the asset neighbourhood

Broucaret Profit Sharing Plan & TrustBroucaret Profit Sharing Pla…$973KWhippoorwill Associates Inc. Profit Sharing PlanWhippoorwill Associates Inc.…$973KS & K Kitchens Inc. Retirement PlanS & K Kitchens Inc. Retireme…$973KCorporacion Medica Juana Diaz Retirement Plan Series 00-1917Corporacion Medica Juana Dia…$973KYellow Bear Inc. Retirement PlanYellow Bear Inc. Retirement …$974K
End-of-year total assets ($M) among Broucaret Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Robert Broucaret multi-year asset trail

Sponsor-wide plan assets over time

All Robert Broucaret plans reported in each filing year

Latest sponsor-wide plan assets
$1M 42.10088994533416% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.77M $1.09M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 2 $769K
2023 1 2 $973K
2024 1 2 $1M

Robert Broucaret filing trail (2023)

Total Assets (Beginning of Year)$769K
Net Assets (End of Year)$973K
Net Income$204K
Employer EIN941519464
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Broucaret Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Broucaret Profit Sharing Plan & Trust, Total assets ($B): 0.000973266 · Participants: 2Broucaret Profit Sharing Plan & TrustIntel 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
Broucaret Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Broucaret Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside California, the nearest Profit Sharing by assets is Whippoorwill Associates Inc. Profit Sharing Plan in NY ($973K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Broucaret Profit Sharing Plan & Trust assets move in 2023? ▼
Broucaret Profit Sharing Plan & Trust grew sharply - up 26.6% during 2023, from $769K to $973K. Reported net income was $204K.
How have Robert Broucaret plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Broucaret's sponsor-wide assets grew 42.1%, from $769K to $1M.
Where does Broucaret Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Broucaret Profit Sharing Plan & Trust ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Broucaret Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Whippoorwill Associates Inc. Profit Sharing Plan in NY ($973K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Broucaret Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 941519464.

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.