Profit Sharing · DOL Form 5500 · 2023

Robert H. King Profit Sharing Plan

Data updated 2026-08-25

$674K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$168,450
Avg per participant Above avg balance/head
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Official DOL plan name: Robert H. King, a Sole Proprietor Profit Sharing Plan · Sponsored by Robert H. King · California · Real Estate

$674K in assets, 4 participants

Robert H. King's Robert H. King, a Sole Proprietor Profit Sharing Plan reported $674K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,681 in Real Estate (4,727 peers)

What the 2023 filing shows

Robert H. King, a Sole Proprietor Profit Sharing Plan holds $674K for 4 participants - about $168,450 per participant, among the smaller plans by assets on file.

#1,681
in Real Estate (4,727 peers)
-3.1%
assets change YoY

The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert H. King, a Sole Proprietor Profit Sharing Plan among the smaller filed plans by assets

Robert H. King, a Sole Proprietor Profit Sharing Plan vs every filed plan by assets

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

$673,800 20th percentile higher than 20% 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

Robert H. King, a Sole Proprietor 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. Robert H. King, a Sole Proprietor Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert H. King, a Sole Proprietor Profit Sharing Plan reported net income rose from -$62K in the plan year 2022 filing to -$22K in the plan year 2023 filing.
  • Robert H. King, a Sole Proprietor Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Robert H. King, a Sole Proprietor Profit Sharing Plan end-of-year assets fell from $695K in the plan year 2022 filing to $674K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680120551 · Robert H. King PY 2023 · Profit Sharing

Robert H. King, a Sole Proprietor Profit Sharing Plan · $674K · 4 · 20th

  • PCT $674K
  • EIN 4
  • RANK 20th
  • PHOTO Profit Sharing
  • IND near Robert L Samse Multiline Insurance Agency
  • EOY ind #1681

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 →

Robert H. King, a Sole Proprietor Profit Sharing Plan in the asset neighbourhood

Robert H. King, a Sole Proprietor Profit Sharing PlanRobert H. King, a Sole Propr…$674KRobert L Samse Multiline Insurance AgencyRobert L Samse Multiline Ins…$673KVapjr Inc.$674KIdeal Construction & Realty Corp Employee's Profit Sharing PlanIdeal Construction & Realty …$673KDynamic Merhandising Retirement PlanDynamic Merhandising Retirem…$673K
End-of-year total assets ($M) among Robert H. King, a Sole Proprietor Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$695K
Net Assets (End of Year)$674K
Net Income-$22K
Employer EIN680120551
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert H. King)

Sponsor-wide plan assets over time

All Robert H. King plans reported in each filing year

Latest sponsor-wide plan assets
$671K 3.471342479620728% vs 2022
2024 filing year
$0.66M$0.67M$0.68M$0.69M$0.7M$0.71M 202220232024 $0.7M $0.67M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 5 $695K
2023 1 4 $674K
2024 1 4 $671K

Nearby Profit Sharing Plans in California

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

Robert H. King, a Sole Proprietor Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Robert H. King, a Sole Proprietor Profit Sharing Plan, Total assets ($B): 0.0006738 · Participants: 4Robert H. King, a Sole Proprietor 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
Robert H. King, a Sole Proprietor Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Robert H. King, a Sole Proprietor Profit Sharing Plan side-by-side with 3 peers →

Robert H. King, a Sole Proprietor Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Robert L Samse Multiline Insurance Agency in WI ($673K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($674K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Robert H. King, a Sole Proprietor Profit Sharing Plan assets move in 2023? ▼
Robert H. King, a Sole Proprietor Profit Sharing Plan edged down modestly - down 3.1% during 2023, from $695K to $674K. Reported net income was -$22K.
How have Robert H. King plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert H. King's sponsor-wide assets declined 3.5%, from $695K to $671K.
Where does Robert H. King, a Sole Proprietor Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Robert H. King, a Sole Proprietor Profit Sharing Plan ranks in the 20th 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 Robert H. King, a Sole Proprietor Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Robert L Samse Multiline Insurance Agency in WI ($673K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert H. King, a Sole Proprietor Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 680120551.

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.