Profit Sharing · DOL Form 5500 · 2023

Pomeroy Recreation & Rehabilitation Center Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
123
Participants Small participant base
32nd
Percentile by assets National rank
$19,278
Avg per participant Low balance/head
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Official DOL plan name: Pomeroy Recreation & Rehabilitation Center 403(b) Plan · Sponsored by Pomeroy Recreation & Rehabilitation Center · California · Arts, Entertainment & Recreation

$2M in assets, 123 participants

Pomeroy Recreation & Rehabilitation Center's Pomeroy Recreation & Rehabilitation Center 403(b) Plan reported $2M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,643 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

Pomeroy Recreation & Rehabilitation Center 403(b) Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $2M.

#1,643
in Arts, Entertainment & Recreation (2,945 peers)
+33.3%
assets growth YoY

Pomeroy Recreation & Rehabilitation Center 403(b) Plan among the smaller filed plans by assets

Pomeroy Recreation & Rehabilitation Center 403(b) Plan vs every filed plan by assets

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

$2,371,209 32nd percentile higher than 32% 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

Pomeroy Recreation & Rehabilitation Center 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pomeroy Recreation & Rehabilitation Center 403(b) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pomeroy Recreation & Rehabilitation Center 403(b) Plan reported net income rose from $36K in the plan year 2022 filing to $592K in the plan year 2023 filing.
  • Pomeroy Recreation & Rehabilitation Center 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pomeroy Recreation & Rehabilitation Center 403(b) Plan reported participants fell from 125 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941394025 · Pomeroy Recreation & Rehabilitation Center PY 2023 · Profit Sharing

Pomeroy Recreation & Rehabilitation Center 403(b) Plan · $2M · 123 · 32nd

  • EOY $2M
  • 5500 123
  • ASSETS 32nd
  • PCT Profit Sharing
  • EIN near All at Home Healthcare Retirement Plan
  • RANK ind #1643

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Pomeroy Recreation & Rehabilitation Center 403(b) Plan in the asset neighbourhood

Pomeroy Recreation & Rehabilitation Center 403(b) PlanPomeroy Recreation & Rehabil…$2MAll at Home Healthcare Retirement PlanAll at Home Healthcare Retir…$2MTexas Home Improvement, Inc. Restated Profit Sharing PlanTexas Home Improvement, Inc.…$2MWilly, Pooch & Petunia Corp. Retirement PlanWilly, Pooch & Petunia Corp.…$2MEnterprises of Frank Banko 401(k) Profit Sharing PlanEnterprises of Frank Banko 4…$2M
End-of-year total assets ($M) among Pomeroy Recreation & Rehabilitation Center 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$592K
Employer EIN941394025
Plan Effective Date2020-10-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Pomeroy Recreation & Rehabilitation Center)

Sponsor-wide plan assets over time

All Pomeroy Recreation & Rehabilitation Center plans reported in each filing year

Latest sponsor-wide plan assets
$3M 76.34051368981444% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.78M $3.14M ▲ +76.4%
Year Plans Participants Total Assets
2022 1 125 $2M
2023 1 123 $2M
2024 1 130 $3M

Nearby Profit Sharing Plans in California

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

Pomeroy Recreation & Rehabilitation Center 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Pomeroy Recreation & Rehabilitation Center 403(b) Plan, Total assets ($B): 0.002371209 · Participants: 123Pomeroy Recreation & Rehabilitation Center 403(b) 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
Pomeroy Recreation & Rehabilitation Center 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Pomeroy Recreation & Rehabilitation Center 403(b) Plan side-by-side with 3 peers →

Pomeroy Recreation & Rehabilitation Center 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is All at Home Healthcare Retirement Plan in FL ($2M); by covered participants it is 403(b) Plan for United Way of Greater St. Louis, Inc. in MO (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Pomeroy Recreation & Rehabilitation Center 403(b) Plan assets move in 2023? ▼
Pomeroy Recreation & Rehabilitation Center 403(b) Plan surged - up 33.3% during 2023, from $2M to $2M. Reported net income was $592K.
How have Pomeroy Recreation & Rehabilitation Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pomeroy Recreation & Rehabilitation Center's sponsor-wide assets grew 76.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Pomeroy Recreation & Rehabilitation Center 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is All at Home Healthcare Retirement Plan in FL ($2M, 25 participants).
Which Profit Sharing plans cover a similar participant headcount to Pomeroy Recreation & Rehabilitation Center 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 403(b) Plan for United Way of Greater St. Louis, Inc. in MO (123 participants, $9M 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 941394025.

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.