Profit Sharing · DOL Form 5500 · 2023

The Paper Boat Profit Sharing Plan

Data updated 2026-08-25

$927K
Total assets Small plan by assets
8
Participants Small participant base
23rd
Percentile by assets National rank
$115,869
Avg per participant Below avg balance/head
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Official DOL plan name: The Paper Boat Retirement Plan · Sponsored by The Paper Boat · California · Educational Services

$927K in assets, 8 participants

The Paper Boat's The Paper Boat Retirement Plan reported $927K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #564 in Educational Services (3,735 peers)

The Paper Boat multi-year trail

The Paper Boat's plans moved +28.5% in assets from 2022 to 2024; this filing shows The Paper Boat Retirement Plan at $927K / 8 participants.

#564
in Educational Services (3,735 peers)
+11.9%
assets growth YoY

The Paper Boat Retirement Plan among the smaller filed plans by assets

The Paper Boat Retirement Plan vs every filed plan by assets

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

$926,952 23rd percentile higher than 23% 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

The Paper Boat 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. The Paper Boat Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Paper Boat Retirement Plan reported net income fell from $224K in the plan year 2022 filing to $98K in the plan year 2023 filing.
  • The Paper Boat Retirement Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • The Paper Boat Retirement Plan end-of-year assets rose from $829K in the plan year 2022 filing to $927K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 301200765 · The Paper Boat PY 2023 · Profit Sharing

The Paper Boat Retirement Plan · $927K · 8 · 23rd

  • EOY $927K
  • 5500 8
  • ASSETS 23rd
  • PCT Profit Sharing
  • EIN near Capezio Contractors, Inc. Psp
  • RANK ind #564

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 Educational Services retirement plans → · Plans in California →

The Paper Boat Retirement Plan in the asset neighbourhood

The Paper Boat Retirement PlanThe Paper Boat Retirement Pl…$927KCapezio Contractors, Inc. Psp$927KWilliam L. Lowrance, M.D. D/B/a Foothills Urology Profit Sharing Plan & TrustWilliam L. Lowrance, M.D. D/…$927KEleos Inc. Retirement Plan$926KYamamoto & Nishimura, D.D.S., Inc. Retirement PlanYamamoto & Nishimura, D.D.S.…$926K
End-of-year total assets ($M) among The Paper Boat Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Paper Boat multi-year asset trail

Sponsor-wide plan assets over time

All The Paper Boat plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.4744134749625% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M 202220232024 $0.83M $1.06M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 7 $829K
2023 1 8 $927K
2024 1 10 $1M

The Paper Boat filing trail (2023)

Total Assets (Beginning of Year)$829K
Net Assets (End of Year)$927K
Net Income$98K
Employer EIN301200765
Plan Effective Date2019-06-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

The Paper Boat Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants The Paper Boat Retirement Plan, Total assets ($B): 0.000926952 · Participants: 8The Paper Boat 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
The Paper Boat Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare The Paper Boat Retirement Plan side-by-side with 3 peers →

The Paper Boat Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Capezio Contractors, Inc. Psp in MD ($927K); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 The Paper Boat Retirement Plan assets move in 2023? ▼
The Paper Boat Retirement Plan grew at a solid clip - up 11.9% during 2023, from $829K to $927K. Reported net income was $98K.
How have The Paper Boat plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Paper Boat's sponsor-wide assets grew 28.5%, from $829K to $1M.
Where does The Paper Boat Retirement Plan rank by assets among Form 5500 filers? ▼
The Paper Boat Retirement Plan ranks in the 23rd 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 The Paper Boat Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Capezio Contractors, Inc. Psp in MD ($927K, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to The Paper Boat Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 301200765.

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.