Profit Sharing · DOL Form 5500 · 2023
Gursey Schneider LLP Profit Sharing Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 201
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $116,443
- Avg per participant Below avg balance/head
Official DOL plan name: Gursey Schneider LLP Retirement Savings Plan · Sponsored by Gursey Schneider LLP · California · Professional & Technical Services
$23M in assets, 201 participants
Gursey Schneider LLP's Gursey Schneider LLP Retirement Savings Plan reported $23M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #15,368 in Professional & Technical Services (20,321 peers)
Coverage in California
Gursey Schneider LLP Retirement Savings Plan covers 201 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $23M.
- #15,368
- in Professional & Technical Services (20,321 peers)
- +20.2%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Gursey Schneider LLP Retirement Savings Plan's outsized position by total assets
Gursey Schneider LLP Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,404,980 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Gursey Schneider LLP Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gursey Schneider LLP Retirement Savings Plan sits mid-pack in the medium band (201 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gursey Schneider LLP Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Gursey Schneider LLP Retirement Savings Plan reported participants rose from 164 in the plan year 2022 filing to 201 in the plan year 2023 filing.
- Gursey Schneider LLP Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 953309779 · Gursey Schneider LLP PY 2023 · Profit Sharing
Gursey Schneider LLP Retirement Savings Plan · $23M · 201 · 75th
- PHOTO $23M
- IND 201
- EOY 75th
- 5500 Profit Sharing
- ASSETS near Healthspan Retirement Savings Plan 403(b)
- PCT ind #15368
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 →
Gursey Schneider LLP Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 953309779 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gursey Schneider LLP)
Sponsor-wide plan assets over time
All Gursey Schneider LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 59.38105864503438% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 363 | $31M |
| 2023 | 2 | 435 | $40M |
| 2024 | 2 | 474 | $50M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Gursey Schneider LLP Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Healthspan Retirement Savings Plan 403(b) in OH ($23M); by covered participants it is First Farmers & Merchants Bank Profit Sharing Plan in TN (201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (201 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.