Profit Sharing · DOL Form 5500 · 2023

Amaris Investment Management, LLC Profit Sharing Plan

Data updated 2026-08-25

$294K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$146,959
Avg per participant Above avg balance/head
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Official DOL plan name: Amaris Investment Management Employee Profit Sharing Plan 401(k) · Sponsored by Amaris Investment Management, LLC · California · Real Estate

$294K in assets, 2 participants

Amaris Investment Management, LLC's Amaris Investment Management Employee Profit Sharing Plan 401(k) reported $294K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,013 in Real Estate (4,727 peers)

Amaris Investment Management, LLC multi-year trail

Amaris Investment Management, LLC's plans moved -11.6% in assets from 2022 to 2024; this filing shows Amaris Investment Management Employee Profit Sharing Plan 401(k) at $294K / 2 participants.

#1,013
in Real Estate (4,727 peers)
+1.5%
assets growth YoY

Amaris Investment Management Employee Profit Sharing Plan 401(k) among the smaller filed plans by assets

Amaris Investment Management Employee Profit Sharing Plan 401(k) vs every filed plan by assets

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

$293,917 14th percentile higher than 14% 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

Amaris Investment Management Employee Profit Sharing Plan 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amaris Investment Management Employee Profit Sharing Plan 401(k) is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amaris Investment Management Employee Profit Sharing Plan 401(k) reported net income rose from $8K in the plan year 2022 filing to $12K in the plan year 2023 filing.
  • Amaris Investment Management Employee Profit Sharing Plan 401(k) end-of-year assets rose from $290K in the plan year 2022 filing to $294K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 833504045 · Amaris Investment Management, LLC PY 2023 · Profit Sharing

Amaris Investment Management Employee Profit Sharing Plan 401(k) · $294K · 2 · 14th

  • 5500 $294K
  • 5500 2
  • 5500 14th
  • 5500 Profit Sharing
  • 5500 near Sijo Holdings Corp. Retirement Plan
  • 5500 ind #1013

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 Real Estate retirement plans → · Plans in California →

Amaris Investment Management Employee Profit Sharing Plan 401(k) in the asset neighbourhood

Amaris Investment Management Employee Profit Sharing Plan 401(k)Amaris Investment Management…$294KSijo Holdings Corp. Retirement PlanSijo Holdings Corp. Retireme…$294KDiandy Inc. Retirement Plan$294KMcding Holdings, Inc. Profit Sharing PlanMcding Holdings, Inc. Profit…$294KMmlp Incorporated Retirement PlanMmlp Incorporated Retirement…$294K
End-of-year total assets ($M) among Amaris Investment Management Employee Profit Sharing Plan 401(k) and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Amaris Investment Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Amaris Investment Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$256K 11.605295606912058% vs 2022
2024 filing year
$0.25M$0.26M$0.27M$0.28M$0.29M$0.3M 202220232024 $0.29M $0.26M ▼ -10.3%
Year Plans Participants Total Assets
2022 1 2 $290K
2023 1 2 $294K
2024 1 2 $256K

Amaris Investment Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$290K
Net Assets (End of Year)$202K
Net Income$12K
Employer EIN833504045
Plan Effective Date2019-02-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Amaris Investment Management Employee Profit Sharing Plan 401(k) vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Amaris Investment Management Employee Profit Sharing Plan 401(k), Total assets ($B): 0.000293917 · Participants: 2Amaris Investment Management Employee Profit Sharing Plan 401(k)Intel 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
Amaris Investment Management Employee Profit Sharing Plan 401(k) vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Amaris Investment Management Employee Profit Sharing Plan 401(k) side-by-side with 3 peers →

Amaris Investment Management Employee Profit Sharing Plan 401(k)'s out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Sijo Holdings Corp. Retirement Plan in FL ($294K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($294K here).

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 Amaris Investment Management Employee Profit Sharing Plan 401(k) assets move in 2023? ▼
Amaris Investment Management Employee Profit Sharing Plan 401(k) edged up modestly - up 1.5% during 2023, from $290K to $294K. Reported net income was $12K.
How have Amaris Investment Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amaris Investment Management, LLC's sponsor-wide assets declined 11.6%, from $290K to $256K.
Where does Amaris Investment Management Employee Profit Sharing Plan 401(k) rank by assets among Form 5500 filers? ▼
Amaris Investment Management Employee Profit Sharing Plan 401(k) ranks in the 14th 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 Amaris Investment Management Employee Profit Sharing Plan 401(k)? ▼
Among Profit Sharing plans in other states, the closest by assets is Sijo Holdings Corp. Retirement Plan in FL ($294K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Amaris Investment Management Employee Profit Sharing Plan 401(k)? ▼
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 833504045.

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.