Profit Sharing · DOL Form 5500 · 2023

Executive Direction, Inc. Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
2
Participants Small participant base
62nd
Percentile by assets National rank
$5.8M
Avg per participant High balance/head
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Official DOL plan name: Executive Direction, Inc. - Profit Sharing Plan · Sponsored by Executive Direction, Inc. · California · Administrative & Support Services

$12M in assets, 2 participants

Executive Direction, Inc.'s Executive Direction, Inc. - Profit Sharing Plan reported $12M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,457 in Administrative & Support Services (4,372 peers)

What the 2023 filing shows

Executive Direction, Inc. - Profit Sharing Plan holds $12M for 2 participants - about $5.8M per participant, above the median plan by assets.

#3,457
in Administrative & Support Services (4,372 peers)
+5.6%
assets growth YoY

Executive Direction, Inc. - Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Executive Direction, Inc. - Profit Sharing Plan vs every filed plan by assets

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

$11,603,293 Top 38% higher than 62% 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

Executive Direction, 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. Executive Direction, Inc. - Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Executive Direction, Inc. - Profit Sharing Plan reported net income rose from $71K in the plan year 2022 filing to $417K in the plan year 2023 filing.
  • Executive Direction, Inc. - Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942596747 · Executive Direction, Inc. PY 2023 · Profit Sharing

Executive Direction, Inc. - Profit Sharing Plan · $12M · 2 · 62nd

  • TYPE $12M
  • TYPE 2
  • TYPE 62nd
  • TYPE Profit Sharing
  • TYPE near Lord Electric Company of Puerto Rico, Employees Retirement Plan
  • TYPE ind #3457

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 Administrative & Support Services retirement plans → · Plans in California →

Executive Direction, Inc. - Profit Sharing Plan in the asset neighbourhood

Lord Electric Company of Puerto Rico, Employees Retirement PlanLord Electric Company of Pue…$12MExecutive Direction, Inc. - Profit Sharing PlanExecutive Direction, Inc. - …$12MGreat Bay Distributors, Inc. Profit Sharing PlanGreat Bay Distributors, Inc.…$12MAboud & Aboud, P.C. Profit Sharing PlanAboud & Aboud, P.C. Profit S…$12MNorthwest Medical Physics Center 401(a) DC PlanNorthwest Medical Physics Ce…$12M
End-of-year total assets ($M) among Executive Direction, 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)$11M
Net Assets (End of Year)$11M
Net Income$417K
Employer EIN942596747
Plan Effective Date1979-08-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Executive Direction, Inc.)

Sponsor-wide plan assets over time

All Executive Direction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 4.391476236382079% vs 2022
2024 filing year
$11.2M$11.4M$11.6M$11.8M$12M 202220232024 $11.3M $11.8M ▲ +4.4%
Year Plans Participants Total Assets
2022 2 3 $11M
2023 2 3 $12M
2024 2 3 $12M

Nearby Profit Sharing Plans in California

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

Executive Direction, Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Executive Direction, Inc. - Profit Sharing Plan, Total assets ($B): 0.011603293 · Participants: 2Executive Direction, 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
Executive Direction, Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Executive Direction, Inc. - Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest Profit Sharing by assets is Lord Electric Company of Puerto Rico, Employees Retirement Plan in PR ($12M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Executive Direction, Inc. - Profit Sharing Plan assets move in 2023? ▼
Executive Direction, Inc. - Profit Sharing Plan grew at a solid clip - up 5.6% during 2023, from $11M to $12M. Reported net income was $417K.
How have Executive Direction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Executive Direction, Inc.'s sponsor-wide assets grew 4.4%, from $11M to $12M.
Which Profit Sharing plans are similar in size to Executive Direction, Inc. - Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lord Electric Company of Puerto Rico, Employees Retirement Plan in PR ($12M, 79 participants).
Which Profit Sharing plans cover a similar participant headcount to Executive Direction, Inc. - Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 942596747.

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.