Profit Sharing · DOL Form 5500 · 2023

Guggenheim Asher Associates Inc Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
33rd
Percentile by assets National rank
$507,787
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Guggenheim Asher Associates Inc Profit Sharing Plan · Sponsored by Guggenheim Asher Associates Inc · California · Retail Trade

$3M in assets, 5 participants

Guggenheim Asher Associates Inc's Guggenheim Asher Associates Inc Profit Sharing Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,797 in Retail Trade (8,414 peers)

What the 2023 filing shows

Guggenheim Asher Associates Inc Profit Sharing Plan holds $3M for 5 participants - about $507,787 per participant, in the lower half of filed plans by assets.

#3,797
in Retail Trade (8,414 peers)
+2.1%
assets growth YoY

Guggenheim Asher Associates Inc Profit Sharing Plan among the smaller filed plans by assets

Guggenheim Asher Associates Inc Profit Sharing Plan vs every filed plan by assets

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

$2,538,937 33rd percentile higher than 33% 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

Guggenheim Asher Associates 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. Guggenheim Asher Associates Inc Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Guggenheim Asher Associates Inc Profit Sharing Plan reported net income rose from -$63K in the plan year 2022 filing to $52K in the plan year 2023 filing.
  • Guggenheim Asher Associates Inc Profit Sharing Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Guggenheim Asher Associates Inc Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133086420 · Guggenheim Asher Associates Inc PY 2023 · Profit Sharing

Guggenheim Asher Associates Inc Profit Sharing Plan · $3M · 5 · 33rd

  • BOY $3M
  • BOY 5
  • BOY 33rd
  • BOY Profit Sharing
  • BOY near Perfetto Vita, Inc. Retirement Plan
  • BOY ind #3797

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 Retail Trade retirement plans → · Plans in California →

Guggenheim Asher Associates Inc Profit Sharing Plan in the asset neighbourhood

Guggenheim Asher Associates Inc Profit Sharing PlanGuggenheim Asher Associates …$3MPerfetto Vita, Inc. Retirement PlanPerfetto Vita, Inc. Retireme…$3MRoger Blackwelder Self Employed Profit Sharing PlanRoger Blackwelder Self Emplo…$3MMayborn Enterprises Thrift Incentive Plan and TrustMayborn Enterprises Thrift I…$3MBabco International Inc Profit Sharing Plan & Trust AgreementBabco International Inc Prof…$3M
End-of-year total assets ($M) among Guggenheim Asher Associates 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)$2M
Net Assets (End of Year)$3M
Net Income$52K
Employer EIN133086420
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Guggenheim Asher Associates Inc)

Sponsor-wide plan assets over time

All Guggenheim Asher Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.370467970420438% vs 2022
2024 filing year
$2.45M$2.5M$2.55M$2.6M 202220232024 $2.49M $2.57M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 5 $3M
2024 1 2 $3M

Nearby Profit Sharing Plans in California

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

Guggenheim Asher Associates Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Guggenheim Asher Associates Inc Profit Sharing Plan, Total assets ($B): 0.002538937 · Participants: 5Guggenheim Asher Associates 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
Guggenheim Asher Associates Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Guggenheim Asher Associates Inc Profit Sharing Plan side-by-side with 3 peers →

Guggenheim Asher Associates Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Perfetto Vita, Inc. Retirement Plan in SC ($3M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Guggenheim Asher Associates Inc Profit Sharing Plan assets move in 2023? ▼
Guggenheim Asher Associates Inc Profit Sharing Plan edged up modestly - up 2.1% during 2023, from $2M to $3M. Reported net income was $52K.
How have Guggenheim Asher Associates Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Guggenheim Asher Associates Inc's sponsor-wide assets grew 3.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Guggenheim Asher Associates Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Perfetto Vita, Inc. Retirement Plan in SC ($3M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Guggenheim Asher Associates Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 133086420.

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.