Profit Sharing · DOL Form 5500 · 2023

Poser Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
40th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Poser Investments, Inc. Profit Sharing Plan · Sponsored by Poser Investments, Inc. · California · Finance & Insurance

$4M in assets, 3 participants

Poser Investments, Inc.'s Poser Investments, Inc. Profit Sharing Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,504 in Finance & Insurance (8,869 peers)

Poser Investments, Inc. multi-year trail

Poser Investments, Inc.'s plans moved -14.2% in assets from 2022 to 2024; this filing shows Poser Investments, Inc. Profit Sharing Plan at $4M / 3 participants.

#2,504
in Finance & Insurance (8,869 peers)
-8.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Poser Investments, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Poser Investments, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,964,053 40th percentile higher than 40% 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

Poser Investments, 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. Poser Investments, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Poser Investments, Inc. Profit Sharing Plan reported net income fell from -$715K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Poser Investments, Inc. Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953896204 · Poser Investments, Inc. PY 2023 · Profit Sharing

Poser Investments, Inc. Profit Sharing Plan · $4M · 3 · 40th

  • EBSA $4M
  • EBSA 3
  • EBSA 40th
  • EBSA Profit Sharing
  • EBSA near Sara E Dysart PC Vip Basic Profit Sharing Plan
  • EBSA ind #2504

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 Finance & Insurance retirement plans → · Plans in California →

Poser Investments, Inc. Profit Sharing Plan in the asset neighbourhood

Sara E Dysart PC Vip Basic Profit Sharing PlanSara E Dysart PC Vip Basic P…$4MBaird Self Directed Profit Sharing Plan Fbo Gary S GreenbergBaird Self Directed Profit S…$4MPoser Investments, Inc. Profit Sharing PlanPoser Investments, Inc. Prof…$4MSbf Staffing Solutions, Inc. Retirement PlanSbf Staffing Solutions, Inc.…$4MProfit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc.Profit Sharing Plan and Trus…$4M
End-of-year total assets ($M) among Poser Investments, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Poser Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Poser Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.189867941376155% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $4.34M $3.72M ▼ -14.3%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M
2024 1 4 $4M

Poser Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN953896204
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Poser Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Poser Investments, Inc. Profit Sharing Plan, Total assets ($B): 0.003964053 · Participants: 3Poser Investments, 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
Poser Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Poser Investments, Inc. Profit Sharing Plan side-by-side with 3 peers →

Poser Investments, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Sara E Dysart PC Vip Basic Profit Sharing Plan in TX ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Poser Investments, Inc. Profit Sharing Plan assets move in 2023? ▼
Poser Investments, Inc. Profit Sharing Plan pulled back noticeably - down 8.6% during 2023, from $4M to $4M. Reported net income was -$1M.
How have Poser Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Poser Investments, Inc.'s sponsor-wide assets declined 14.2%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Poser Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sara E Dysart PC Vip Basic Profit Sharing Plan in TX ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Poser Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 953896204.

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.