Profit Sharing · DOL Form 5500 · 2023

Irwin a. Oberman Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$869,285
Avg per participant High balance/head
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Official DOL plan name: Irwin a. Oberman Profit-Sharing Plan · Sponsored by Irwin a. Oberman · California · Professional & Technical Services

$2M in assets, 2 participants

Irwin a. Oberman's Irwin a. Oberman Profit-Sharing Plan reported $2M in total assets and 2 participants 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.

  • #4,982 in Professional & Technical Services (20,321 peers)

2023 asset change

Irwin a. Oberman Profit-Sharing Plan grew at a solid clip 8.9% in 2023 ($2M → $2M) for 2 participants.

#4,982
in Professional & Technical Services (20,321 peers)
+8.9%
assets growth YoY

Irwin a. Oberman Profit-Sharing Plan among the smaller filed plans by assets

Irwin a. Oberman Profit-Sharing Plan vs every filed plan by assets

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

$1,738,569 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

Irwin a. Oberman 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. Irwin a. Oberman Profit-Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 953370647 · Irwin a. Oberman PY 2023 · Profit Sharing

Irwin a. Oberman Profit-Sharing Plan · $2M · 2 · 29th

  • IND $2M
  • IND 2
  • IND 29th
  • IND Profit Sharing
  • IND near Martha a Rosenberg Profit Sharing Plan
  • IND ind #4982

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 →

Irwin a. Oberman Profit-Sharing Plan in the asset neighbourhood

Irwin a. Oberman Profit-Sharing PlanIrwin a. Oberman Profit-Shar…$2MMartha a Rosenberg Profit Sharing PlanMartha a Rosenberg Profit Sh…$2MMichael P. Caffery Attorney at Law Retirement PlanMichael P. Caffery Attorney …$2MWright & Brown Corporation Profit Sharing PlanWright & Brown Corporation P…$2MStellar Designs, Inc. Profit Sharing PlanStellar Designs, Inc. Profit…$2M
End-of-year total assets ($M) among Irwin a. Oberman Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$143K
Employer EIN953370647
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Irwin a. Oberman Profit-Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Irwin a. Oberman Profit-Sharing Plan, Total assets ($B): 0.001738569 · Participants: 2Irwin a. Oberman Profit-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
Irwin a. Oberman Profit-Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Irwin a. Oberman Profit-Sharing Plan side-by-side with 3 peers →

Irwin a. Oberman Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Martha a Rosenberg Profit Sharing Plan in KY ($2M); 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 Irwin a. Oberman Profit-Sharing Plan assets move in 2023? ▼
Irwin a. Oberman Profit-Sharing Plan grew at a solid clip - up 8.9% during 2023, from $2M to $2M. Reported net income was $143K.
Which Profit Sharing plans are similar in size to Irwin a. Oberman Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Martha a Rosenberg Profit Sharing Plan in KY ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Irwin a. Oberman Profit-Sharing Plan? ▼
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 953370647.

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.