Profit Sharing · DOL Form 5500 · 2023

Huffman R.E. Investments Profit Sharing Plan

Data updated 2026-08-25

$600K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$600,000
Avg per participant High balance/head
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Official DOL plan name: Huffman R.E. Investments Retirement Plan · Sponsored by Huffman R.E. Investments · California · Other Services

$600K in assets, 1 participants

Huffman R.E. Investments's Huffman R.E. Investments Retirement Plan reported $600K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,246 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Huffman R.E. Investments Retirement Plan ranks #3,246 of 7,857 2023 filers by assets (3345% of the sector average)-$600K for 1 participant.

#3,246
in Other Services (7,857 peers)
-7.7%
assets change YoY

The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Huffman R.E. Investments Retirement Plan among the smaller filed plans by assets

Huffman R.E. Investments Retirement Plan vs every filed plan by assets

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

$600,000 19th percentile higher than 19% 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

Huffman R.E. Investments Retirement 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. Huffman R.E. Investments Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Huffman R.E. Investments Retirement Plan reported net income rose from -$65K in the plan year 2022 filing to -$50K in the plan year 2023 filing.
  • Huffman R.E. Investments Retirement Plan end-of-year assets fell from $650K in the plan year 2022 filing to $600K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814701062 · Huffman R.E. Investments PY 2023 · Profit Sharing

Huffman R.E. Investments Retirement Plan · $600K · 1 · 19th

  • PHOTO $600K
  • IND 1
  • EOY 19th
  • 5500 Profit Sharing
  • ASSETS near Part Two Enterprises Inc. Retirement Plan
  • PCT ind #3246

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 Other Services retirement plans → · Plans in California →

Huffman R.E. Investments Retirement Plan in the asset neighbourhood

Huffman R.E. Investments Retirement PlanHuffman R.E. Investments Ret…$600KPart Two Enterprises Inc. Retirement PlanPart Two Enterprises Inc. Re…$600KNj Business Development Co. Retirement PlanNj Business Development Co. …$600KRuhlin Enterprises Inc. Retirement PlanRuhlin Enterprises Inc. Reti…$600KBhn Holdings Inc. Retirement PlanBhn Holdings Inc. Retirement…$600K
End-of-year total assets ($M) among Huffman R.E. Investments Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$650K
Net Assets (End of Year)$600K
Net Income-$50K
Employer EIN814701062
Plan Effective Date2016-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Huffman R.E. Investments)

Sponsor-wide plan assets over time

All Huffman R.E. Investments plans reported in each filing year

Latest sponsor-wide plan assets
$575K 11.538461538461538% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M 202220232024 $0.65M $0.57M ▼ -12.3%
Year Plans Participants Total Assets
2022 1 1 $650K
2023 1 1 $600K
2024 1 1 $575K

Nearby Profit Sharing Plans in California

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

Huffman R.E. Investments Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Huffman R.E. Investments Retirement Plan, Total assets ($B): 0.0006 · Participants: 1Huffman R.E. Investments Retirement 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
Huffman R.E. Investments Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Huffman R.E. Investments Retirement Plan side-by-side with 3 peers →

Huffman R.E. Investments Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Part Two Enterprises Inc. Retirement Plan in IL ($600K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($600K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Huffman R.E. Investments Retirement Plan assets move in 2023? ▼
Huffman R.E. Investments Retirement Plan pulled back noticeably - down 7.7% during 2023, from $650K to $600K. Reported net income was -$50K.
How have Huffman R.E. Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Huffman R.E. Investments's sponsor-wide assets declined 11.5%, from $650K to $575K.
Where does Huffman R.E. Investments Retirement Plan rank by assets among Form 5500 filers? ▼
Huffman R.E. Investments Retirement Plan ranks in the 19th 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 Huffman R.E. Investments Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Part Two Enterprises Inc. Retirement Plan in IL ($600K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Huffman R.E. Investments Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 814701062.

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.