Profit Sharing · DOL Form 5500 · 2023

Todd a. Fearer Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$776,187
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Montecito Geriatric Medical Group Psp · Sponsored by Todd a. Fearer Profit Sharing Plan · California · Healthcare & Social Assistance

$2M in assets, 3 participants

Todd a. Fearer Profit Sharing Plan's Montecito Geriatric Medical Group Psp reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,612 in Healthcare & Social Assistance (17,684 peers)

Todd a. Fearer Profit Sharing Plan multi-year trail

Todd a. Fearer Profit Sharing Plan's plans moved +15.8% in assets from 2022 to 2023; this filing shows Montecito Geriatric Medical Group Psp at $2M / 3 participants.

#5,612
in Healthcare & Social Assistance (17,684 peers)
+15.8%
assets growth YoY

Montecito Geriatric Medical Group Psp among the smaller filed plans by assets

Montecito Geriatric Medical Group Psp vs every filed plan by assets

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

$2,328,562 32nd percentile higher than 32% 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

Montecito Geriatric Medical Group Psp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montecito Geriatric Medical Group Psp is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montecito Geriatric Medical Group Psp reported net income rose from -$205K in the plan year 2022 filing to $318K in the plan year 2023 filing.
  • Montecito Geriatric Medical Group Psp end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 843167248 · Todd a. Fearer Profit Sharing Plan PY 2023 · Profit Sharing

Montecito Geriatric Medical Group Psp · $2M · 3 · 32nd

  • 5500 $2M
  • ASSETS 3
  • PCT 32nd
  • EIN Profit Sharing
  • RANK near C & L Management, Inc. Et Al Profit Sharing Trust
  • PHOTO ind #5612

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Montecito Geriatric Medical Group Psp in the asset neighbourhood

Montecito Geriatric Medical Group PspMontecito Geriatric Medical …$2MC & L Management, Inc. Et Al Profit Sharing TrustC & L Management, Inc. Et Al…$2MMayaguez Orthopedics, P. S. C. Retirement PlanMayaguez Orthopedics, P. S. …$2MRigney's Hardware Company Retirement PlanRigney's Hardware Company Re…$2MReet Corporation Profit Sharing PlanReet Corporation Profit Shar…$2M
End-of-year total assets ($M) among Montecito Geriatric Medical Group Psp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Todd a. Fearer Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Todd a. Fearer Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.812556263459712% vs 2022
2023 filing year
$1.9M$2M$2.1M$2.2M$2.3M$2.4M 20222023 $2.01M $2.33M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M

Todd a. Fearer Profit Sharing Plan filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$318K
Employer EIN843167248
Plan Effective Date2006-11-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Montecito Geriatric Medical Group Psp vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Montecito Geriatric Medical Group Psp, Total assets ($B): 0.002328562 · Participants: 3Montecito Geriatric Medical Group PspIntel 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
Montecito Geriatric Medical Group Psp vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Montecito Geriatric Medical Group Psp side-by-side with 3 peers →

Montecito Geriatric Medical Group Psp's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is C & L Management, Inc. Et Al Profit Sharing Trust in IN ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Montecito Geriatric Medical Group Psp assets move in 2023? ▼
Montecito Geriatric Medical Group Psp grew sharply - up 15.8% during 2023, from $2M to $2M. Reported net income was $318K.
How have Todd a. Fearer Profit Sharing Plan plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Todd a. Fearer Profit Sharing Plan's sponsor-wide assets grew 15.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Montecito Geriatric Medical Group Psp? ▼
Among Profit Sharing plans in other states, the closest by assets is C & L Management, Inc. Et Al Profit Sharing Trust in IN ($2M, 62 participants).
Which Profit Sharing plans cover a similar participant headcount to Montecito Geriatric Medical Group Psp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 843167248.

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.