Other · DOL Form 5500 · 2023

James B. Preston, a Professional Corporation Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
35th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: James B. Preston, a Professional Corporation Profit Sharing Plan · Sponsored by James B. Preston, a Professional Corporation · California · Professional & Technical Services

$3M in assets, 2 participants

James B. Preston, a Professional Corporation's James B. Preston, a Professional Corporation Profit Sharing Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,409 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

James B. Preston, a Professional Corporation Profit Sharing Plan holds $3M for 2 participants - about $1.4M per participant, in the lower half of filed plans by assets.

#6,409
in Professional & Technical Services (20,321 peers)
+5.4%
assets growth YoY

James B. Preston, a Professional Corporation Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

James B. Preston, a Professional Corporation Profit Sharing Plan vs every filed plan by assets

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

$2,825,016 35th percentile higher than 35% 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

James B. Preston, a Professional Corporation 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. James B. Preston, a Professional Corporation Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James B. Preston, a Professional Corporation Profit Sharing Plan reported net income rose from -$725K in the plan year 2022 filing to $145K in the plan year 2023 filing.
  • James B. Preston, a Professional Corporation Profit Sharing Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • James B. Preston, a Professional Corporation Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942657859 · James B. Preston, a Professional Corporation PY 2023 · Other

James B. Preston, a Professional Corporation Profit Sharing Plan · $3M · 2 · 35th

  • EBSA $3M
  • EBSA 2
  • EBSA 35th
  • EBSA Other
  • EBSA near 403(b)Thrift Plan of Cedarcrest, Inc.
  • EBSA ind #6409

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 →

James B. Preston, a Professional Corporation Profit Sharing Plan in the asset neighbourhood

James B. Preston, a Professional Corporation Profit Sharing PlanJames B. Preston, a Professi…$3M403(b)Thrift Plan of Cedarcrest, Inc.403(b)Thrift Plan of Cedarcr…$3M403(b) Thrift Plan for Employees of Open Door Health Center403(b) Thrift Plan for Emplo…$3MAnibic 403(b) Plan$3MGoodwill Industries of North Florida Retirement Savings PlanGoodwill Industries of North…$3M
End-of-year total assets ($M) among James B. Preston, a Professional Corporation Profit Sharing Plan and nearest nationwide Other 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$145K
Employer EIN942657859
Plan Effective Date1980-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James B. Preston, a Professional Corporation)

Sponsor-wide plan assets over time

All James B. Preston, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.113803375179833% vs 2022
2024 filing year
$2.6M$2.7M$2.8M$2.9M$3M 202220232024 $2.68M $2.9M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 2 $3M
2024 1 2 $3M

Nearby Other Plans in California

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

James B. Preston, a Professional Corporation Profit Sharing Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants James B. Preston, a Professional Corporation Profit Sharing Plan, Total assets ($B): 0.002825016 · Participants: 2James B. Preston, a Professional Corporation Profit Sharing PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
James B. Preston, a Professional Corporation Profit Sharing Plan vs. nearby Other plans in California, assets vs. participants
Compare James B. Preston, a Professional Corporation Profit Sharing Plan side-by-side with 3 peers →

James B. Preston, a Professional Corporation Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b)Thrift Plan of Cedarcrest, Inc. in NH ($3M); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (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 James B. Preston, a Professional Corporation Profit Sharing Plan assets move in 2023? ▼
James B. Preston, a Professional Corporation Profit Sharing Plan grew at a solid clip - up 5.4% during 2023, from $3M to $3M. Reported net income was $145K.
How have James B. Preston, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James B. Preston, a Professional Corporation's sponsor-wide assets grew 8.1%, from $3M to $3M.
Which Other plans are similar in size to James B. Preston, a Professional Corporation Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is 403(b)Thrift Plan of Cedarcrest, Inc. in NH ($3M, 142 participants).
Which Other plans cover a similar participant headcount to James B. Preston, a Professional Corporation Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 942657859.

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.