Profit Sharing · DOL Form 5500 · 2023

Specialized Realty, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
12
Participants Small participant base
46th
Percentile by assets National rank
$450,268
Avg per participant High balance/head
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Official DOL plan name: Specialized Realty, Inc. Profit Sharing Plan · Sponsored by Specialized Realty, Inc. · California · Real Estate

$5M in assets, 12 participants

Specialized Realty, Inc.'s Specialized Realty, Inc. Profit Sharing Plan reported $5M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,085 in Real Estate (4,727 peers)

Specialized Realty, Inc. multi-year trail

Specialized Realty, Inc.'s plans moved +26.8% in assets from 2022 to 2024; this filing shows Specialized Realty, Inc. Profit Sharing Plan at $5M / 12 participants.

#3,085
in Real Estate (4,727 peers)
+18.3%
assets growth YoY

Specialized Realty, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Specialized Realty, Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,403,211 46th percentile higher than 46% 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

Specialized Realty, Inc. 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. Specialized Realty, Inc. Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Specialized Realty, Inc. Profit Sharing Plan reported net income rose from $278K in the plan year 2022 filing to $837K in the plan year 2023 filing.
  • Specialized Realty, Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Specialized Realty, Inc. Profit Sharing Plan reported participants rose from 11 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954766808 · Specialized Realty, Inc. PY 2023 · Profit Sharing

Specialized Realty, Inc. Profit Sharing Plan · $5M · 12 · 46th

  • 5500 $5M
  • 5500 12
  • 5500 46th
  • 5500 Profit Sharing
  • 5500 near Miller Helpers Inc. Profit Sharing Plan
  • 5500 ind #3085

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 →

Specialized Realty, Inc. Profit Sharing Plan in the asset neighbourhood

Specialized Realty, Inc. Profit Sharing PlanSpecialized Realty, Inc. Pro…$5MMiller Helpers Inc. Profit Sharing PlanMiller Helpers Inc. Profit S…$5MIneos Pigments Supplemental Savings and Investment PlanIneos Pigments Supplemental …$5MRoberto Perez Gutierrez Retirement PlanRoberto Perez Gutierrez Reti…$5MRace Forward 403(b) Plan$5M
End-of-year total assets ($M) among Specialized Realty, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Specialized Realty, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Specialized Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 26.82374733065145% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.57M $5.79M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 11 $5M
2023 1 12 $5M
2024 1 13 $6M

Specialized Realty, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$837K
Employer EIN954766808
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Specialized Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Specialized Realty, Inc. Profit Sharing Plan, Total assets ($B): 0.005403211 · Participants: 12Specialized Realty, 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
Specialized Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Specialized Realty, Inc. Profit Sharing Plan side-by-side with 3 peers →

Specialized Realty, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Miller Helpers Inc. Profit Sharing Plan in TN ($5M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Specialized Realty, Inc. Profit Sharing Plan assets move in 2023? ▼
Specialized Realty, Inc. Profit Sharing Plan grew sharply - up 18.3% during 2023, from $5M to $5M. Reported net income was $837K.
How have Specialized Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Specialized Realty, Inc.'s sponsor-wide assets grew 26.8%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Specialized Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Miller Helpers Inc. Profit Sharing Plan in TN ($5M, 59 participants).
Which Profit Sharing plans cover a similar participant headcount to Specialized Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants, $389K 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 954766808.

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.