Profit Sharing · DOL Form 5500 · 2023
Appellate Defenders Inc. Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $236,972
- Avg per participant Above avg balance/head
Official DOL plan name: Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan · Sponsored by Appellate Defenders Inc. · California · Professional & Technical Services
$6M in assets, 26 participants
Appellate Defenders Inc.'s Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan reported $6M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #9,489 in Professional & Technical Services (20,321 peers)
Appellate Defenders Inc. multi-year trail
Appellate Defenders Inc.'s plans moved -19.0% in assets from 2022 to 2024; this filing shows Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan at $6M / 26 participants.
- #9,489
- in Professional & Technical Services (20,321 peers)
- -2.7%
- assets change YoY
The plan reported a net loss of $171K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan's mid-pack asset rank among Professional & Technical Services and all filers
Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,161,282 48th percentile higher than 48% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Appellate Defenders, Inc. Discretionary Contribution Ee Benefit 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. Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan is a small filing (26 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan reported net income rose from -$1M in the plan year 2022 filing to -$171K in the plan year 2023 filing.
- Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan reported participants fell from 28 in the plan year 2022 filing to 26 in the plan year 2023 filing.
- Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 952788316 · Appellate Defenders Inc. PY 2023 · Profit Sharing
Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan · $6M · 26 · 48th
- TYPE $6M
- NET 26
- BOOK 48th
- VS-ST Profit Sharing
- BOY near The Krell Institute Retirement Plan
- SCH ind #9489
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 Professional & Technical Services retirement plans → · Plans in California →
Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan in the asset neighbourhood
Appellate Defenders Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Appellate Defenders Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 18.96879052444105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $6M |
| 2023 | 1 | 26 | $6M |
| 2024 | 1 | 23 | $5M |
Appellate Defenders Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$171K |
| Employer EIN | 952788316 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is The Krell Institute Retirement Plan in IA ($6M); by covered participants it is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.
- First Bank of Coastal Georgia Profit Sharing Plan (GA) 26 · 0 off
- Del Premier Care Inc. Retirement Plan (DE) 26 · 0 off
- Eye Clinic of Bellevue Profit Sharing Plan (WA) 26 · 0 off
- Palisades Hudson Financial Group LLC Psp (FL) 26 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.