Profit Sharing · DOL Form 5500 · 2023

Tulita Monsees Profit Sharing Plan

Data updated 2026-08-25

$111K
Total assets Small plan by assets
5
Participants Small participant base
7th
Percentile by assets National rank
$22,224
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Monsees and Company, Inc. Profit Sharing Plan · Sponsored by Tulita Monsees · California · Retail Trade

$111K in assets, 5 participants

Tulita Monsees's Monsees and Company, Inc. Profit Sharing Plan reported $111K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #917 in Retail Trade (8,414 peers)

Tulita Monsees multi-year trail

Tulita Monsees's plans moved -88.0% in assets from 2022 to 2024; this filing shows Monsees and Company, Inc. Profit Sharing Plan at $111K / 5 participants.

#917
in Retail Trade (8,414 peers)
-90.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monsees and Company, Inc. Profit Sharing Plan among the smaller filed plans by assets

Monsees and Company, Inc. Profit Sharing Plan vs every filed plan by assets

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

$111,120 7th percentile higher than 7% 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

Monsees and Company, Inc. 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. Monsees and Company, Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monsees and Company, Inc. Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $111K in the plan year 2023 filing.
  • Monsees and Company, Inc. Profit Sharing Plan reported net income fell from -$619K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Monsees and Company, Inc. Profit Sharing Plan reported participants fell from 7 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680307773 · Tulita Monsees PY 2023 · Profit Sharing

Monsees and Company, Inc. Profit Sharing Plan · $111K · 5 · 7th

  • VS-ST $111K
  • BOY 5
  • SCH 7th
  • EBSA Profit Sharing
  • PART near Bahry Building Company Retirement Plan
  • TYPE ind #917

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 Retail Trade retirement plans → · Plans in California →

Monsees and Company, Inc. Profit Sharing Plan in the asset neighbourhood

Monsees and Company, Inc. Profit Sharing PlanMonsees and Company, Inc. Pr…$111KBahry Building Company Retirement PlanBahry Building Company Retir…$111KDr. Jorge O. Torres Guzman, Specialist in Pediatric Dentistry, Psc Retirement PlanDr. Jorge O. Torres Guzman, …$111KCirca 72 Corporation Retirement PlanCirca 72 Corporation Retirem…$111KAdrian Scott Industries, Inc. Profit Sharing PlanAdrian Scott Industries, Inc…$111K
End-of-year total assets ($M) among Monsees and Company, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tulita Monsees multi-year asset trail

Sponsor-wide plan assets over time

All Tulita Monsees plans reported in each filing year

Latest sponsor-wide plan assets
$140K 88.00411998869224% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.17M $0.14M ▼ -88.0%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 5 $111K
2024 1 4 $140K

Tulita Monsees filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$111K
Net Income-$1M
Employer EIN680307773
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Monsees and Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Monsees and Company, Inc. Profit Sharing Plan, Total assets ($B): 0.00011112 · Participants: 5Monsees and Company, Inc. 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
Monsees and Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Monsees and Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

Monsees and Company, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Bahry Building Company Retirement Plan in RI ($111K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Monsees and Company, Inc. Profit Sharing Plan assets move in 2023? ▼
Monsees and Company, Inc. Profit Sharing Plan contracted severely - down 90.5% during 2023, from $1M to $111K. Reported net income was -$1M.
How have Tulita Monsees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tulita Monsees's sponsor-wide assets declined 88.0%, from $1M to $140K.
Where does Monsees and Company, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Monsees and Company, Inc. Profit Sharing Plan ranks in the 7th 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 Monsees and Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bahry Building Company Retirement Plan in RI ($111K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Monsees and Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 680307773.

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.