Profit Sharing · DOL Form 5500 · 2023

R. Stevens Peters, Inc., Apc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
27th
Percentile by assets National rank
$281,339
Avg per participant High balance/head
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Official DOL plan name: R. Steven Peters, Inc., Profit Sharing Plan · Sponsored by R. Stevens Peters, Inc., Apc · California · Professional & Technical Services

$1M in assets, 5 participants

R. Stevens Peters, Inc., Apc's R. Steven Peters, Inc., Profit Sharing Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,516 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

R. Steven Peters, Inc., Profit Sharing Plan holds $1M for 5 participants - about $281,339 per participant, in the lower half of filed plans by assets.

#4,516
in Professional & Technical Services (20,321 peers)
+7.8%
assets growth YoY

R. Steven Peters, Inc., Profit Sharing Plan among the smaller filed plans by assets

R. Steven Peters, Inc., Profit Sharing Plan vs every filed plan by assets

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

$1,406,696 27th percentile higher than 27% 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

R. Steven Peters, Inc., 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. R. Steven Peters, Inc., Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R. Steven Peters, Inc., Profit Sharing Plan reported net income rose from $16K in the plan year 2022 filing to $131K in the plan year 2023 filing.
  • R. Steven Peters, Inc., Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953589300 · R. Stevens Peters, Inc., Apc PY 2023 · Profit Sharing

R. Steven Peters, Inc., Profit Sharing Plan · $1M · 5 · 27th

  • EBSA $1M
  • EBSA 5
  • EBSA 27th
  • EBSA Profit Sharing
  • EBSA near Caraballo Enterprises Inc. Retirement Plan
  • EBSA ind #4516

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 →

R. Steven Peters, Inc., Profit Sharing Plan in the asset neighbourhood

R. Steven Peters, Inc., Profit Sharing PlanR. Steven Peters, Inc., Prof…$1MCaraballo Enterprises Inc. Retirement PlanCaraballo Enterprises Inc. R…$1MJoseph R. Pozzuolo Associates, PC Profit Sharing PlanJoseph R. Pozzuolo Associate…$1MCircleh2 Investments Inc. Retirement PlanCircleh2 Investments Inc. Re…$1MTs Cafe Incorporated Retirement PlanTs Cafe Incorporated Retirem…$1M
End-of-year total assets ($M) among R. Steven Peters, Inc., 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$131K
Employer EIN953589300
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R. Stevens Peters, Inc., Apc)

Sponsor-wide plan assets over time

All R. Stevens Peters, Inc., Apc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 9.58971369655987% vs 2022
2024 filing year
$1.25M$1.3M$1.35M$1.4M$1.45M 202220232024 $1.31M $1.43M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $1M
2024 1 5 $1M

Nearby Profit Sharing Plans in California

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

R. Steven Peters, Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants R. Steven Peters, Inc., Profit Sharing Plan, Total assets ($B): 0.001406696 · Participants: 5R. Steven Peters, 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
R. Steven Peters, Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare R. Steven Peters, Inc., Profit Sharing Plan side-by-side with 3 peers →

R. Steven Peters, Inc., Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Caraballo Enterprises Inc. Retirement Plan in NY ($1M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 R. Steven Peters, Inc., Profit Sharing Plan assets move in 2023? ▼
R. Steven Peters, Inc., Profit Sharing Plan grew at a solid clip - up 7.8% during 2023, from $1M to $1M. Reported net income was $131K.
How have R. Stevens Peters, Inc., Apc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R. Stevens Peters, Inc., Apc's sponsor-wide assets grew 9.6%, from $1M to $1M.
Which Profit Sharing plans are similar in size to R. Steven Peters, Inc., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Caraballo Enterprises Inc. Retirement Plan in NY ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to R. Steven Peters, Inc., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 953589300.

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.