Profit Sharing · DOL Form 5500 · 2023

Stephanie Younger Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$412K
Total assets Small plan by assets
10
Participants Small participant base
16th
Percentile by assets National rank
$41,204
Avg per participant Low balance/head
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Official DOL plan name: Stephanie Younger Group, Inc. Profit Sharing Plan · Sponsored by Stephanie Younger Group, Inc. · California · Real Estate

$412K in assets, 10 participants

Stephanie Younger Group, Inc.'s Stephanie Younger Group, Inc. Profit Sharing Plan reported $412K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,301 in Real Estate (4,727 peers)

Stephanie Younger Group, Inc. multi-year trail

Stephanie Younger Group, Inc.'s plans moved +27.2% in assets from 2023 to 2024; this filing shows Stephanie Younger Group, Inc. Profit Sharing Plan at $412K / 10 participants.

#1,301
in Real Estate (4,727 peers)
+4.3%
assets growth YoY

Stephanie Younger Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

Stephanie Younger Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$412,040 16th percentile higher than 16% 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

Stephanie Younger Group, 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. Stephanie Younger Group, Inc. Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

DOL schedule card

Filing strip 454064376 · Stephanie Younger Group, Inc. PY 2023 · Profit Sharing

Stephanie Younger Group, Inc. Profit Sharing Plan · $412K · 10 · 16th

  • EBSA $412K
  • PART 10
  • TYPE 16th
  • NET Profit Sharing
  • BOOK near Ithaca Group Inc. Retirement Plan
  • VS-ST ind #1301

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 Real Estate retirement plans → · Plans in California →

Stephanie Younger Group, Inc. Profit Sharing Plan in the asset neighbourhood

Stephanie Younger Group, Inc. Profit Sharing PlanStephanie Younger Group, Inc…$412KIthaca Group Inc. Retirement PlanIthaca Group Inc. Retirement…$412KDougherty Auto Sales, Inc. Retirement PlanDougherty Auto Sales, Inc. R…$412KCross Valley, Inc. Retirement PlanCross Valley, Inc. Retiremen…$412KThree Dogs Group, Inc. Retirement PlanThree Dogs Group, Inc. Retir…$412K
End-of-year total assets ($M) among Stephanie Younger Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Stephanie Younger Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stephanie Younger Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$524K 27.163624890787304% vs 2023
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M 20232024 $0.41M $0.52M ▲ +26.8%
Year Plans Participants Total Assets
2023 1 10 $412K
2024 1 12 $524K

Stephanie Younger Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$395K
Net Assets (End of Year)$412K
Net Income$17K
Employer EIN454064376
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Stephanie Younger Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Stephanie Younger Group, Inc. Profit Sharing Plan, Total assets ($B): 0.00041204 · Participants: 10Stephanie Younger Group, 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
Stephanie Younger Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Stephanie Younger Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Stephanie Younger Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Ithaca Group Inc. Retirement Plan in NJ ($412K); by covered participants it is Dibs Co. Retirement Plan in MA (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($412K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Stephanie Younger Group, Inc. Profit Sharing Plan assets move in 2023? ▼
Stephanie Younger Group, Inc. Profit Sharing Plan edged up modestly - up 4.3% during 2023, from $395K to $412K. Reported net income was $17K.
How have Stephanie Younger Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Stephanie Younger Group, Inc.'s sponsor-wide assets grew 27.2%, from $412K to $524K.
Where does Stephanie Younger Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Stephanie Younger Group, Inc. Profit Sharing Plan ranks in the 16th 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 Stephanie Younger Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ithaca Group Inc. Retirement Plan in NJ ($412K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Stephanie Younger Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dibs Co. Retirement Plan in MA (10 participants, $348K 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 454064376.

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.