Profit Sharing · DOL Form 5500 · 2023

Energy for Success Institute Ltd. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$542,574
Avg per participant High balance/head
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Official DOL plan name: Barry Morguelan, M.D., PC Pension Plan · Sponsored by Energy for Success Institute Ltd. · California · Healthcare & Social Assistance

$1M in assets, 2 participants

Energy for Success Institute Ltd.'s Barry Morguelan, M.D., PC Pension Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,592 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Barry Morguelan, M.D., PC Pension Plan holds $1M for 2 participants - about $542,574 per participant, among the smaller plans by assets on file.

#3,592
in Healthcare & Social Assistance (17,684 peers)
+5.9%
assets growth YoY

Barry Morguelan, M.D., PC Pension Plan among the smaller filed plans by assets

Barry Morguelan, M.D., PC Pension Plan vs every filed plan by assets

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

$1,085,148 24th percentile higher than 24% 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

Barry Morguelan, M.D., PC Pension 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. Barry Morguelan, M.D., PC Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barry Morguelan, M.D., PC Pension Plan reported net income rose from -$222K in the plan year 2022 filing to $60K in the plan year 2023 filing.
  • Barry Morguelan, M.D., PC Pension 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 →

DOL schedule card

Filing strip 814880202 · Energy for Success Institute Ltd. PY 2023 · Profit Sharing

Barry Morguelan, M.D., PC Pension Plan · $1M · 2 · 24th

  • ASSETS $1M
  • PCT 2
  • EIN 24th
  • RANK Profit Sharing
  • PHOTO near Analytical Answers, Inc. Investment and Retirement Plan
  • IND ind #3592

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Barry Morguelan, M.D., PC Pension Plan in the asset neighbourhood

Barry Morguelan, M.D., PC Pension PlanBarry Morguelan, M.D., PC Pe…$1MAnalytical Answers, Inc. Investment and Retirement PlanAnalytical Answers, Inc. Inv…$1MCarport Structures, Inc. Profit Sharing PlanCarport Structures, Inc. Pro…$1MProfit Sharing Retirement Plan of Davis, Davis & Davis Attorneys PCProfit Sharing Retirement Pl…$1MCea Logistics & Management Inc. Retirement PlanCea Logistics & Management I…$1M
End-of-year total assets ($M) among Barry Morguelan, M.D., PC Pension 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$60K
Employer EIN814880202
Plan Effective Date1983-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy for Success Institute Ltd.)

Sponsor-wide plan assets over time

All Energy for Success Institute Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.497043844757947% vs 2022
2024 filing year
$1M$1.05M$1.1M$1.15M 202220232024 $1.02M $1.11M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Profit Sharing Plans in California

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

Barry Morguelan, M.D., PC Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Barry Morguelan, M.D., PC Pension Plan, Total assets ($B): 0.001085148 · Participants: 2Barry Morguelan, M.D., PC Pension 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
Barry Morguelan, M.D., PC Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Barry Morguelan, M.D., PC Pension Plan side-by-side with 3 peers →

Barry Morguelan, M.D., PC Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Analytical Answers, Inc. Investment and Retirement Plan in MA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Barry Morguelan, M.D., PC Pension Plan assets move in 2023? ▼
Barry Morguelan, M.D., PC Pension Plan grew at a solid clip - up 5.9% during 2023, from $1M to $1M. Reported net income was $60K.
How have Energy for Success Institute Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy for Success Institute Ltd.'s sponsor-wide assets grew 8.5%, from $1M to $1M.
Where does Barry Morguelan, M.D., PC Pension Plan rank by assets among Form 5500 filers? ▼
Barry Morguelan, M.D., PC Pension Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Barry Morguelan, M.D., PC Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Analytical Answers, Inc. Investment and Retirement Plan in MA ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Barry Morguelan, M.D., PC Pension Plan? ▼
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).

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 814880202.

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.