Profit Sharing · DOL Form 5500 · 2023

Scott Lyle Realtors Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$948,182
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Scott Lyle Realtors Standardized Profit Sharing Pl · Sponsored by Scott Lyle Realtors · California · Real Estate

$2M in assets, 2 participants

Scott Lyle Realtors's Scott Lyle Realtors Standardized Profit Sharing Pl reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,323 in Real Estate (4,727 peers)

Scott Lyle Realtors multi-year trail

Scott Lyle Realtors's plans moved +157.5% in assets from 2022 to 2024; this filing shows Scott Lyle Realtors Standardized Profit Sharing Pl at $2M / 2 participants.

#2,323
in Real Estate (4,727 peers)
+56.0%
assets growth YoY

Scott Lyle Realtors Standardized Profit Sharing Pl among the smaller filed plans by assets

Scott Lyle Realtors Standardized Profit Sharing Pl vs every filed plan by assets

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

$1,896,364 30th percentile higher than 30% 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

Scott Lyle Realtors Standardized Profit Sharing Pl among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scott Lyle Realtors Standardized Profit Sharing Pl is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scott Lyle Realtors Standardized Profit Sharing Pl reported net income rose from -$399K in the plan year 2022 filing to $678K in the plan year 2023 filing.
  • Scott Lyle Realtors Standardized Profit Sharing Pl end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330696137 · Scott Lyle Realtors PY 2023 · Profit Sharing

Scott Lyle Realtors Standardized Profit Sharing Pl · $2M · 2 · 30th

  • NET $2M
  • BOOK 2
  • VS-ST 30th
  • BOY Profit Sharing
  • SCH near Learnology, Inc. Retirement Plan
  • EBSA ind #2323

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 →

Scott Lyle Realtors Standardized Profit Sharing Pl in the asset neighbourhood

Scott Lyle Realtors Standardized Profit Sharing PlScott Lyle Realtors Standard…$2MLearnology, Inc. Retirement PlanLearnology, Inc. Retirement …$2MJohn S. Maisel Profit Sharing PlanJohn S. Maisel Profit Sharin…$2M403(b) Thrift Plan for Meals on Wheels San Antonio403(b) Thrift Plan for Meals…$2MJames D Acers Company Inc.$2M
End-of-year total assets ($M) among Scott Lyle Realtors Standardized Profit Sharing Pl and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scott Lyle Realtors multi-year asset trail

Sponsor-wide plan assets over time

All Scott Lyle Realtors plans reported in each filing year

Latest sponsor-wide plan assets
$3M 157.45924743361027% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.22M $3.13M ▲ +156.6%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $3M

Scott Lyle Realtors filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$678K
Employer EIN330696137
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Scott Lyle Realtors Standardized Profit Sharing Pl vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Scott Lyle Realtors Standardized Profit Sharing Pl, Total assets ($B): 0.001896364 · Participants: 2Scott Lyle Realtors Standardized Profit Sharing PlIntel 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
Scott Lyle Realtors Standardized Profit Sharing Pl vs. nearby Profit Sharing plans in California, assets vs. participants

Scott Lyle Realtors Standardized Profit Sharing Pl's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Learnology, Inc. Retirement Plan in CO ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

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 Scott Lyle Realtors Standardized Profit Sharing Pl assets move in 2023?
Scott Lyle Realtors Standardized Profit Sharing Pl surged - up 56.0% during 2023, from $1M to $2M. Reported net income was $678K.
How have Scott Lyle Realtors plan assets changed over time?
Across 3 plan years on file (2022-2024), Scott Lyle Realtors's sponsor-wide assets grew 157.5%, from $1M to $3M.
Which Profit Sharing plans are similar in size to Scott Lyle Realtors Standardized Profit Sharing Pl?
Among Profit Sharing plans in other states, the closest by assets is Learnology, Inc. Retirement Plan in CO ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Scott Lyle Realtors Standardized Profit Sharing Pl?
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).