Profit Sharing · DOL Form 5500 · 2023

Fredric R. Bocceri Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1
Participants Small participant base
38th
Percentile by assets National rank
$3.6M
Avg per participant High balance/head
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Official DOL plan name: Fredric R. Bocceri Profit Sharing Plan · Sponsored by Fredric R. Bocceri · California · Finance & Insurance

$4M in assets, 1 participants

Fredric R. Bocceri's Fredric R. Bocceri Profit Sharing Plan reported $4M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,381 in Finance & Insurance (8,869 peers)

Fredric R. Bocceri multi-year trail

Fredric R. Bocceri's plans moved +50.1% in assets from 2022 to 2023; this filing shows Fredric R. Bocceri Profit Sharing Plan at $4M / 1 participant.

#2,381
in Finance & Insurance (8,869 peers)
+50.1%
assets growth YoY

Fredric R. Bocceri Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Fredric R. Bocceri Profit Sharing Plan vs every filed plan by assets

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

$3,584,036 38th percentile higher than 38% 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

Fredric R. Bocceri 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. Fredric R. Bocceri Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fredric R. Bocceri Profit Sharing Plan reported net income rose from -$100K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Fredric R. Bocceri Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680077864 · Fredric R. Bocceri PY 2023 · Profit Sharing

Fredric R. Bocceri Profit Sharing Plan · $4M · 1 · 38th

  • PHOTO $4M
  • PHOTO 1
  • PHOTO 38th
  • PHOTO Profit Sharing
  • PHOTO near State Bank of Chandler Employee Profit Sharing Plan
  • PHOTO ind #2381

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 →

Fredric R. Bocceri Profit Sharing Plan in the asset neighbourhood

Fredric R. Bocceri Profit Sharing PlanFredric R. Bocceri Profit Sh…$4MState Bank of Chandler Employee Profit Sharing PlanState Bank of Chandler Emplo…$4MBml, Inc. Profit Sharing Plan$4MThe Frazier Corporation 401(k) Profit Sharing PlanThe Frazier Corporation 401(…$4MZgouvas, Eiring & Associates Consulting Engineers, Inc. Profit Sharing PlanZgouvas, Eiring & Associates…$4M
End-of-year total assets ($M) among Fredric R. Bocceri Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Fredric R. Bocceri multi-year asset trail

Sponsor-wide plan assets over time

All Fredric R. Bocceri plans reported in each filing year

Latest sponsor-wide plan assets
$4M 50.0588673683858% vs 2022
2023 filing year
$2M$2.5M$3M$3.5M$4M 20222023 $2.39M $3.58M ▲ +49.8%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $4M

Fredric R. Bocceri filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN680077864
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Fredric R. Bocceri Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Fredric R. Bocceri Profit Sharing Plan, Total assets ($B): 0.003584036 · Participants: 1Fredric R. Bocceri 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
Fredric R. Bocceri Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Fredric R. Bocceri Profit Sharing Plan side-by-side with 3 peers →

Fredric R. Bocceri Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is State Bank of Chandler Employee Profit Sharing Plan in MN ($4M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Fredric R. Bocceri Profit Sharing Plan assets move in 2023? ▼
Fredric R. Bocceri Profit Sharing Plan surged - up 50.1% during 2023, from $2M to $4M. Reported net income was $1M.
How have Fredric R. Bocceri plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Fredric R. Bocceri's sponsor-wide assets grew 50.1%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Fredric R. Bocceri Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is State Bank of Chandler Employee Profit Sharing Plan in MN ($4M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Fredric R. Bocceri Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 680077864.

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.