Profit Sharing · DOL Form 5500 · 2023

The Lunada Bay Corporation Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
50
Participants Small participant base
47th
Percentile by assets National rank
$114,717
Avg per participant Below avg balance/head
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Official DOL plan name: The Lunada Bay Corporation Retirement Plan · Sponsored by The Lunada Bay Corporation · California · Manufacturing

$6M in assets, 50 participants

The Lunada Bay Corporation's The Lunada Bay Corporation Retirement Plan reported $6M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,711 in Manufacturing (18,722 peers)

The Lunada Bay Corporation multi-year trail

The Lunada Bay Corporation's plans moved +29.1% in assets from 2022 to 2024; this filing shows The Lunada Bay Corporation Retirement Plan at $6M / 50 participants.

#5,711
in Manufacturing (18,722 peers)
+17.8%
assets growth YoY

The Lunada Bay Corporation Retirement Plan's mid-pack asset rank among Manufacturing and all filers

The Lunada Bay Corporation Retirement Plan vs every filed plan by assets

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

$5,735,854 47th percentile higher than 47% 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

The Lunada Bay Corporation Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lunada Bay Corporation Retirement Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lunada Bay Corporation Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $865K in the plan year 2023 filing.
  • The Lunada Bay Corporation Retirement Plan reported participants rose from 33 in the plan year 2022 filing to 50 in the plan year 2023 filing.
  • The Lunada Bay Corporation Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953523550 · The Lunada Bay Corporation PY 2023 · Profit Sharing

The Lunada Bay Corporation Retirement Plan · $6M · 50 · 47th

  • RANK $6M
  • PHOTO 50
  • IND 47th
  • EOY Profit Sharing
  • 5500 near C.J. Dannemiller Co., Inc. Profit Sharing Plan
  • ASSETS ind #5711

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 Manufacturing retirement plans → · Plans in California →

The Lunada Bay Corporation Retirement Plan in the asset neighbourhood

The Lunada Bay Corporation Retirement PlanThe Lunada Bay Corporation R…$6MSaint Johns School 1165 (E) Plan 1165(e) PlanSaint Johns School 1165 (E) …$6MKalb Equipment Company, Inc. Profit Sharing PlanKalb Equipment Company, Inc.…$6MC.J. Dannemiller Co., Inc. Profit Sharing PlanC.J. Dannemiller Co., Inc. P…$6MAsbestos Workers Local 133 Retirement PlanAsbestos Workers Local 133 R…$6M
End-of-year total assets ($M) among The Lunada Bay Corporation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Lunada Bay Corporation multi-year asset trail

Sponsor-wide plan assets over time

All The Lunada Bay Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 29.126203825965852% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.87M $6.29M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 33 $5M
2023 1 50 $6M
2024 1 48 $6M

The Lunada Bay Corporation filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$865K
Employer EIN953523550
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

The Lunada Bay Corporation Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants The Lunada Bay Corporation Retirement Plan, Total assets ($B): 0.005735854 · Participants: 50The Lunada Bay Corporation Retirement 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
The Lunada Bay Corporation Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare The Lunada Bay Corporation Retirement Plan side-by-side with 3 peers →

The Lunada Bay Corporation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is C.J. Dannemiller Co., Inc. Profit Sharing Plan in OH ($6M); by covered participants it is Snyder Associated Companies Inc Employee Profit Sharing Plan in PA (50 participants). Same-state nearby plans are listed separately above.

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 The Lunada Bay Corporation Retirement Plan assets move in 2023? ▼
The Lunada Bay Corporation Retirement Plan grew sharply - up 17.8% during 2023, from $5M to $6M. Reported net income was $865K.
How have The Lunada Bay Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lunada Bay Corporation's sponsor-wide assets grew 29.1%, from $5M to $6M.
Which Profit Sharing plans are similar in size to The Lunada Bay Corporation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is C.J. Dannemiller Co., Inc. Profit Sharing Plan in OH ($6M, 27 participants).
Which Profit Sharing plans cover a similar participant headcount to The Lunada Bay Corporation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Snyder Associated Companies Inc Employee Profit Sharing Plan in PA (50 participants, $28M 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 953523550.

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.