Profit Sharing · DOL Form 5500 · 2023

Palmer and Company Business Mgt LLC Profit Sharing Plan

Data updated 2026-08-25

$123K
Total assets Small plan by assets
6
Participants Small participant base
8th
Percentile by assets National rank
$20,581
Avg per participant Low balance/head
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Official DOL plan name: Palmer and Company Business Mgt LLC Profit Sharing Plan · Sponsored by Palmer and Company Business Mgt LLC · California · Professional & Technical Services

$123K in assets, 6 participants

Palmer and Company Business Mgt LLC's Palmer and Company Business Mgt LLC Profit Sharing Plan reported $123K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,270 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Palmer and Company Business Mgt LLC Profit Sharing Plan holds $123K for 6 participants - about $20,581 per participant, among the smaller plans by assets on file.

#1,270
in Professional & Technical Services (20,321 peers)
+1.6%
assets growth YoY

Palmer and Company Business Mgt LLC Profit Sharing Plan among the smaller filed plans by assets

Palmer and Company Business Mgt LLC Profit Sharing Plan vs every filed plan by assets

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

$123,486 8th percentile higher than 8% 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

Palmer and Company Business Mgt LLC 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. Palmer and Company Business Mgt LLC Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palmer and Company Business Mgt LLC Profit Sharing Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Palmer and Company Business Mgt LLC Profit Sharing Plan end-of-year assets rose from $122K in the plan year 2022 filing to $123K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954762156 · Palmer and Company Business Mgt LLC PY 2023 · Profit Sharing

Palmer and Company Business Mgt LLC Profit Sharing Plan · $123K · 6 · 8th

  • PART $123K
  • TYPE 6
  • NET 8th
  • BOOK Profit Sharing
  • VS-ST near S & V Smith, Inc. Retirement Plan
  • BOY ind #1270

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 Professional & Technical Services retirement plans → · Plans in California →

Palmer and Company Business Mgt LLC Profit Sharing Plan in the asset neighbourhood

Palmer and Company Business Mgt LLC Profit Sharing PlanPalmer and Company Business …$123KS & V Smith, Inc. Retirement PlanS & V Smith, Inc. Retirement…$124KTeclaw and Team Dds Sc Profit Sharing PlanTeclaw and Team Dds Sc Profi…$123KPeak Energy Solutions Retirement PlanPeak Energy Solutions Retire…$124KIndependent Medical Examiners, Inc. Profit Sharing Retirement PlanIndependent Medical Examiner…$123K
End-of-year total assets ($M) among Palmer and Company Business Mgt LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$122K
Net Assets (End of Year)$123K
Net Income$2K
Employer EIN954762156
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer and Company Business Mgt LLC)

Sponsor-wide plan assets over time

All Palmer and Company Business Mgt LLC plans reported in each filing year

Latest sponsor-wide plan assets
$124K 1.6921810699588475% vs 2022
2024 filing year
$0.12M 202220232024 $0.12M $0.12M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 7 $122K
2023 1 6 $123K
2024 1 6 $124K

Nearby Profit Sharing Plans in California

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

Palmer and Company Business Mgt LLC Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Palmer and Company Business Mgt LLC Profit Sharing Plan, Total assets ($B): 0.000123486 · Participants: 6Palmer and Company Business Mgt LLC 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
Palmer and Company Business Mgt LLC Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Palmer and Company Business Mgt LLC Profit Sharing Plan side-by-side with 3 peers →

Palmer and Company Business Mgt LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is S & V Smith, Inc. Retirement Plan in FL ($124K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Palmer and Company Business Mgt LLC Profit Sharing Plan assets move in 2023? ▼
Palmer and Company Business Mgt LLC Profit Sharing Plan edged up modestly - up 1.6% during 2023, from $122K to $123K. Reported net income was $2K.
How have Palmer and Company Business Mgt LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer and Company Business Mgt LLC's sponsor-wide assets grew 1.7%, from $122K to $124K.
Where does Palmer and Company Business Mgt LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Palmer and Company Business Mgt LLC Profit Sharing Plan ranks in the 8th 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 Palmer and Company Business Mgt LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is S & V Smith, Inc. Retirement Plan in FL ($124K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Palmer and Company Business Mgt LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 954762156.

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.