Profit Sharing · DOL Form 5500 · 2023
Annual Reviews Profit Sharing Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 92
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $511,605
- Avg per participant High balance/head
Official DOL plan name: Annual Reviews 403(b) DC Plan · Sponsored by Annual Reviews · California · Information & Media
$47M in assets, 92 participants
Annual Reviews's Annual Reviews 403(b) DC Plan reported $47M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #2,221 in Information & Media (2,818 peers)
Where Annual Reviews 403(b) DC Plan sits by assets
Annual Reviews 403(b) DC Plan sits in the top quartile of all filed plans by assets, $47M for 92 participants (~$511,605/participant), up 23.5% in 2023.
- #2,221
- in Information & Media (2,818 peers)
- +23.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Annual Reviews 403(b) DC Plan's outsized position by total assets
Annual Reviews 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$47,067,678 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Annual Reviews 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annual Reviews 403(b) DC Plan is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Annual Reviews 403(b) DC Plan reported net income rose from -$6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Annual Reviews 403(b) DC Plan end-of-year assets rose from $38M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Annual Reviews 403(b) DC Plan reported participants fell from 93 in the plan year 2022 filing to 92 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 941156476 · Annual Reviews PY 2023 · Profit Sharing
Annual Reviews 403(b) DC Plan · $47M · 92 · 85th
- ASSETS $47M
- PCT 92
- EIN 85th
- RANK Profit Sharing
- PHOTO near Regional District Council Retirement Plan
- IND ind #2221
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 Information & Media retirement plans → · Plans in California →
Annual Reviews 403(b) DC Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $9M |
| Employer EIN | 941156476 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Annual Reviews)
Sponsor-wide plan assets over time
All Annual Reviews plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 40.064984264313146% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 93 | $38M |
| 2023 | 1 | 92 | $47M |
| 2024 | 1 | 95 | $53M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Annual Reviews 403(b) DC Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Regional District Council Retirement Plan in OR ($47M); by covered participants it is Cgs Family Partnership, Inc. 403(b) ERISA Plan in NJ (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Regional District Council Retirement Plan (OR) $47M · 1,613
- Sheet Metal Workers Local 44 Annuity Fund (PA) $47M · 333
- The Legal Aid Society Retirement Plan (NY) $47M · 597
- Prent Corporation Employees' Profit Sharing Plan (WI) $47M · 420
Similar participant headcount
Nearest other-state filings by covered participants (92 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.