Profit Sharing · DOL Form 5500 · 2023

Wachter Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
40th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Wachter Investments, Inc. Profit Sharing Plan · Sponsored by Wachter Investments, Inc. · California · Finance & Insurance

$4M in assets, 3 participants

Wachter Investments, Inc.'s Wachter Investments, Inc. Profit Sharing Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,486 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Wachter Investments, Inc. Profit Sharing Plan holds $4M for 3 participants - about $1.3M per participant, in the lower half of filed plans by assets.

#2,486
in Finance & Insurance (8,869 peers)
+7.5%
assets growth YoY

Wachter Investments, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Wachter Investments, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,905,402 40th percentile higher than 40% 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

Wachter Investments, 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. Wachter Investments, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wachter Investments, Inc. Profit Sharing Plan reported net income rose from -$102K in the plan year 2022 filing to $272K in the plan year 2023 filing.
  • Wachter Investments, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942591848 · Wachter Investments, Inc. PY 2023 · Profit Sharing

Wachter Investments, Inc. Profit Sharing Plan · $4M · 3 · 40th

  • 5500 $4M
  • 5500 3
  • 5500 40th
  • 5500 Profit Sharing
  • 5500 near The Contractors Retirement Plan
  • 5500 ind #2486

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 Finance & Insurance retirement plans → · Plans in California →

Wachter Investments, Inc. Profit Sharing Plan in the asset neighbourhood

Wachter Investments, Inc. Profit Sharing PlanWachter Investments, Inc. Pr…$4MSchomer & Associates, Inc. Profit Sharing Savings PlanSchomer & Associates, Inc. P…$4MCarmen High School 403(b) PlanCarmen High School 403(b) Pl…$4MThe Contractors Retirement PlanThe Contractors Retirement P…$4MSst Corporation Profit Sharing PlanSst Corporation Profit Shari…$4M
End-of-year total assets ($M) among Wachter Investments, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$272K
Employer EIN942591848
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wachter Investments, Inc.)

Sponsor-wide plan assets over time

All Wachter Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.949564169626926% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.63M $3.42M ▼ -5.8%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M
2024 1 3 $3M

Nearby Profit Sharing Plans in California

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

Wachter Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Wachter Investments, Inc. Profit Sharing Plan, Total assets ($B): 0.003905402 · Participants: 3Wachter Investments, 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
Wachter Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Wachter Investments, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest Profit Sharing by assets is The Contractors Retirement Plan in TX ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

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 Wachter Investments, Inc. Profit Sharing Plan assets move in 2023? ▼
Wachter Investments, Inc. Profit Sharing Plan grew at a solid clip - up 7.5% during 2023, from $4M to $4M. Reported net income was $272K.
How have Wachter Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wachter Investments, Inc.'s sponsor-wide assets declined 5.9%, from $4M to $3M.
Which Profit Sharing plans are similar in size to Wachter Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Contractors Retirement Plan in TX ($4M, 273 participants).
Which Profit Sharing plans cover a similar participant headcount to Wachter Investments, Inc. Profit Sharing Plan? ▼
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 942591848.

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.