Profit Sharing · DOL Form 5500 · 2023

Fidel Santa Cruz Professional Corp Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$644,290
Avg per participant High balance/head
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Official DOL plan name: Fidel Santa Cruz Professional Corp Profit Sharing Plan · Sponsored by Fidel Santa Cruz Professional Corp · California · Healthcare & Social Assistance

$1M in assets, 2 participants

Fidel Santa Cruz Professional Corp's Fidel Santa Cruz Professional Corp Profit Sharing Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,945 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Fidel Santa Cruz Professional Corp Profit Sharing Plan holds $1M for 2 participants - about $644,290 per participant, in the lower half of filed plans by assets.

#3,945
in Healthcare & Social Assistance (17,684 peers)
-3.4%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fidel Santa Cruz Professional Corp Profit Sharing Plan among the smaller filed plans by assets

Fidel Santa Cruz Professional Corp Profit Sharing Plan vs every filed plan by assets

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

$1,288,580 26th percentile higher than 26% 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

Fidel Santa Cruz Professional Corp 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. Fidel Santa Cruz Professional Corp 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

  • Fidel Santa Cruz Professional Corp Profit Sharing Plan reported net income rose from -$72K in the plan year 2022 filing to -$45K in the plan year 2023 filing.
  • Fidel Santa Cruz Professional Corp Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953763662 · Fidel Santa Cruz Professional Corp PY 2023 · Profit Sharing

Fidel Santa Cruz Professional Corp Profit Sharing Plan · $1M · 2 · 26th

  • SCH $1M
  • EBSA 2
  • PART 26th
  • TYPE Profit Sharing
  • NET near 7 Skips, Inc. Retirement Plan
  • BOOK ind #3945

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Fidel Santa Cruz Professional Corp Profit Sharing Plan in the asset neighbourhood

Fidel Santa Cruz Professional Corp Profit Sharing PlanFidel Santa Cruz Professiona…$1M7 Skips, Inc. Retirement Plan$1MSemco Tool & Manufacturing Co.Inc. Profit Sharing PlanSemco Tool & Manufacturing C…$1MOperating Engineers Local 318 Supplemental Retirement PlanOperating Engineers Local 31…$1MJuster Pope Frazier Profit Sharing PlanJuster Pope Frazier Profit S…$1M
End-of-year total assets ($M) among Fidel Santa Cruz Professional Corp Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$45K
Employer EIN953763662
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fidel Santa Cruz Professional Corp)

Sponsor-wide plan assets over time

All Fidel Santa Cruz Professional Corp plans reported in each filing year

Latest sponsor-wide plan assets
$1M 4.753462927801544% vs 2022
2024 filing year
$1.26M$1.28M$1.3M$1.32M$1.34M 202220232024 $1.33M $1.27M ▼ -4.5%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 3 $1M

Nearby Profit Sharing Plans in California

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

Fidel Santa Cruz Professional Corp Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Fidel Santa Cruz Professional Corp Profit Sharing Plan, Total assets ($B): 0.00128858 · Participants: 2Fidel Santa Cruz Professional Corp 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
Fidel Santa Cruz Professional Corp Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Fidel Santa Cruz Professional Corp Profit Sharing Plan side-by-side with 3 peers →

Fidel Santa Cruz Professional Corp Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is 7 Skips, Inc. Retirement Plan in NC ($1M); 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 Fidel Santa Cruz Professional Corp Profit Sharing Plan assets move in 2023? ▼
Fidel Santa Cruz Professional Corp Profit Sharing Plan edged down modestly - down 3.4% during 2023, from $1M to $1M. Reported net income was -$45K.
How have Fidel Santa Cruz Professional Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fidel Santa Cruz Professional Corp's sponsor-wide assets declined 4.8%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Fidel Santa Cruz Professional Corp Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 7 Skips, Inc. Retirement Plan in NC ($1M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Fidel Santa Cruz Professional Corp 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 953763662.

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.