Profit Sharing · DOL Form 5500 · 2023

Interstate Td Investments, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
33rd
Percentile by assets National rank
$184,856
Avg per participant Above avg balance/head
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Official DOL plan name: Interstate Td Investments, LLC Profit Sharing Plan · Sponsored by Interstate Td Investments, LLC · California · Finance & Insurance

$2M in assets, 13 participants

Interstate Td Investments, LLC's Interstate Td Investments, LLC Profit Sharing Plan reported $2M in total assets and 13 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.

  • #1,995 in Finance & Insurance (8,869 peers)

Interstate Td Investments, LLC multi-year trail

Interstate Td Investments, LLC's plans moved +24.0% in assets from 2022 to 2024; this filing shows Interstate Td Investments, LLC Profit Sharing Plan at $2M / 13 participants.

#1,995
in Finance & Insurance (8,869 peers)
+6.7%
assets growth YoY

Interstate Td Investments, LLC Profit Sharing Plan among the smaller filed plans by assets

Interstate Td Investments, LLC Profit Sharing Plan vs every filed plan by assets

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

$2,403,122 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

Interstate Td Investments, LLC Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Interstate Td Investments, LLC Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Interstate Td Investments, LLC Profit Sharing Plan reported net income fell from $454K in the plan year 2022 filing to $152K in the plan year 2023 filing.
  • Interstate Td Investments, LLC Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 651195108 · Interstate Td Investments, LLC PY 2023 · Profit Sharing

Interstate Td Investments, LLC Profit Sharing Plan · $2M · 13 · 33rd

  • 5500 $2M
  • 5500 13
  • 5500 33rd
  • 5500 Profit Sharing
  • 5500 near Dfs Management, Inc. Retirement Plan
  • 5500 ind #1995

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 →

Interstate Td Investments, LLC Profit Sharing Plan in the asset neighbourhood

Interstate Td Investments, LLC Profit Sharing PlanInterstate Td Investments, L…$2MDfs Management, Inc. Retirement PlanDfs Management, Inc. Retirem…$2MSnci, Inc. Retirement Plan$2MCole Papers, Inc. Profit Sharing PlanCole Papers, Inc. Profit Sha…$2MPark Place Associates Retirement PlanPark Place Associates Retire…$2M
End-of-year total assets ($M) among Interstate Td Investments, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Interstate Td Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Interstate Td Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.96304194193917% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.9M $4.83M ▲ +23.8%
Year Plans Participants Total Assets
2022 2 20 $4M
2023 2 19 $4M
2024 2 17 $5M

Interstate Td Investments, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$152K
Employer EIN651195108
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Interstate Td Investments, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Interstate Td Investments, LLC Profit Sharing Plan, Total assets ($B): 0.002403122 · Participants: 13Interstate Td Investments, LLC 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
Interstate Td Investments, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Interstate Td Investments, LLC Profit Sharing Plan side-by-side with 3 peers →

Interstate Td Investments, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Dfs Management, Inc. Retirement Plan in AZ ($2M); by covered participants it is Tile & Light Art of Durango Inc. Retirement Plan in CO (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Interstate Td Investments, LLC Profit Sharing Plan assets move in 2023? ▼
Interstate Td Investments, LLC Profit Sharing Plan grew at a solid clip - up 6.7% during 2023, from $2M to $2M. Reported net income was $152K.
How have Interstate Td Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Interstate Td Investments, LLC's sponsor-wide assets grew 24.0%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Interstate Td Investments, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dfs Management, Inc. Retirement Plan in AZ ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Interstate Td Investments, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Tile & Light Art of Durango Inc. Retirement Plan in CO (13 participants, $2M 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 651195108.

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.