Profit Sharing · DOL Form 5500 · 2023

San Francisco Builders Exchange Profit Sharing Plan

Data updated 2026-08-25

$685K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$342,313
Avg per participant High balance/head
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Official DOL plan name: San Francisco Builders Exchange Profit Sharing Plan · Sponsored by San Francisco Builders Exchange · California · Professional & Technical Services

$685K in assets, 2 participants

San Francisco Builders Exchange's San Francisco Builders Exchange Profit Sharing Plan reported $685K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,148 in Professional & Technical Services (20,321 peers)

San Francisco Builders Exchange multi-year trail

San Francisco Builders Exchange's plans moved +21.5% in assets from 2022 to 2023; this filing shows San Francisco Builders Exchange Profit Sharing Plan at $685K / 2 participants.

#3,148
in Professional & Technical Services (20,321 peers)
+21.5%
assets growth YoY

San Francisco Builders Exchange Profit Sharing Plan among the smaller filed plans by assets

San Francisco Builders Exchange Profit Sharing Plan vs every filed plan by assets

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

$684,626 20th percentile higher than 20% 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

San Francisco Builders Exchange 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. San Francisco Builders Exchange 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

  • San Francisco Builders Exchange Profit Sharing Plan reported net income rose from -$17K in the plan year 2022 filing to $121K in the plan year 2023 filing.
  • San Francisco Builders Exchange Profit Sharing Plan end-of-year assets rose from $564K in the plan year 2022 filing to $685K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 940348040 · San Francisco Builders Exchange PY 2023 · Profit Sharing

San Francisco Builders Exchange Profit Sharing Plan · $685K · 2 · 20th

  • EOY $685K
  • EOY 2
  • EOY 20th
  • EOY Profit Sharing
  • EOY near Profit Sharing Plan
  • EOY ind #3148

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 Professional & Technical Services retirement plans → · Plans in California →

San Francisco Builders Exchange Profit Sharing Plan in the asset neighbourhood

San Francisco Builders Exchange Profit Sharing PlanSan Francisco Builders Excha…$685KProfit Sharing Plan$685KNalu 'aio, Inc. Retirement PlanNalu 'aio, Inc. Retirement P…$685KMime Ventures Inc. Profit Sharing PlanMime Ventures Inc. Profit Sh…$685KCsk Realty 401(k) Trust 142 Oceanview Road East Rockaway, Ny 11518Csk Realty 401(k) Trust 142 …$684K
End-of-year total assets ($M) among San Francisco Builders Exchange Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

San Francisco Builders Exchange multi-year asset trail

Sponsor-wide plan assets over time

All San Francisco Builders Exchange plans reported in each filing year

Latest sponsor-wide plan assets
$685K 21.46468857892066% vs 2022
2023 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M 20222023 $0.56M $0.68M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 2 $564K
2023 1 2 $685K

San Francisco Builders Exchange filing trail (2023)

Total Assets (Beginning of Year)$564K
Net Assets (End of Year)$685K
Net Income$121K
Employer EIN940348040
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

San Francisco Builders Exchange Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants San Francisco Builders Exchange Profit Sharing Plan, Total assets ($B): 0.000684626 · Participants: 2San Francisco Builders Exchange 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
San Francisco Builders Exchange Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare San Francisco Builders Exchange Profit Sharing Plan side-by-side with 3 peers →

San Francisco Builders Exchange Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Profit Sharing Plan in MI ($685K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($685K here).

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 San Francisco Builders Exchange Profit Sharing Plan assets move in 2023? ▼
San Francisco Builders Exchange Profit Sharing Plan grew sharply - up 21.5% during 2023, from $564K to $685K. Reported net income was $121K.
How have San Francisco Builders Exchange plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), San Francisco Builders Exchange's sponsor-wide assets grew 21.5%, from $564K to $685K.
Where does San Francisco Builders Exchange Profit Sharing Plan rank by assets among Form 5500 filers? ▼
San Francisco Builders Exchange Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to San Francisco Builders Exchange Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan in MI ($685K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to San Francisco Builders Exchange 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 940348040.

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.