Profit Sharing · DOL Form 5500 · 2023
The Lunada Bay Corporation Profit Sharing Plan
Data updated 2026-08-11
- $6M
- Total assets
- 50
- Participants
- 47th
- Percentile by assets
- $114,717
- Avg per participant
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.
- 47th percentile by assets (of 127,072 plans)
- #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.
- $6M
- total plan assets (2023 EOY)
- 50
- covered participants
- 47th
- percentile by assets (of 127,072 plans)
- $114,717
- avg assets per participant
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.
The Lunada Bay Corporation across 3 plan years on file
Across the 3 plan years The Lunada Bay Corporation has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $6M, a gain of 29.1%, while reported participants moved from 33 to 48 (+45.5%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($5M).
The Lunada Bay Corporation multi-year asset trail
| 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 EIN | 953523550 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING 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
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Lunada Bay Corporation Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on The Lunada Bay Corporation Retirement Plan's numbers.
- By total assets, The Lunada Bay Corporation Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- The Lunada Bay Corporation's sponsor-wide assets have grown 29.1% since 2022 across 3 plan years on file. More Manufacturing plans