Profit Sharing · DOL Form 5500 · 2023

Sutton Barth Vennari Agency Inc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
17
Participants Small participant base
25th
Percentile by assets National rank
$70,111
Avg per participant Below avg balance/head
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Official DOL plan name: Sutton Barth Vennari Agency Inc Profit Sharing Plan · Sponsored by Sutton Barth Vennari Agency Inc · California · Arts, Entertainment & Recreation

$1M in assets, 17 participants

Sutton Barth Vennari Agency Inc's Sutton Barth Vennari Agency Inc Profit Sharing Plan reported $1M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,475 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Sutton Barth Vennari Agency Inc Profit Sharing Plan ranks #1,475 of 2,945 2023 filers by assets (2330% of the sector average)-$1M for 17 participants.

#1,475
in Arts, Entertainment & Recreation (2,945 peers)
+27.8%
assets growth YoY

Sutton Barth Vennari Agency Inc Profit Sharing Plan among the smaller filed plans by assets

Sutton Barth Vennari Agency Inc Profit Sharing Plan vs every filed plan by assets

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

$1,191,882 25th percentile higher than 25% 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

Sutton Barth Vennari Agency Inc Profit Sharing 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. Sutton Barth Vennari Agency Inc Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sutton Barth Vennari Agency Inc Profit Sharing Plan reported net income rose from -$205K in the plan year 2022 filing to $271K in the plan year 2023 filing.
  • Sutton Barth Vennari Agency Inc Profit Sharing Plan end-of-year assets rose from $933K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sutton Barth Vennari Agency Inc Profit Sharing Plan reported participants fell from 19 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953204418 · Sutton Barth Vennari Agency Inc PY 2023 · Profit Sharing

Sutton Barth Vennari Agency Inc Profit Sharing Plan · $1M · 17 · 25th

  • PART $1M
  • TYPE 17
  • NET 25th
  • BOOK Profit Sharing
  • VS-ST near Gm Digital Technologies, Inc. Profit Sharing Plan
  • BOY ind #1475

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Sutton Barth Vennari Agency Inc Profit Sharing Plan in the asset neighbourhood

Sutton Barth Vennari Agency Inc Profit Sharing PlanSutton Barth Vennari Agency …$1MGm Digital Technologies, Inc. Profit Sharing PlanGm Digital Technologies, Inc…$1MEvergreen Land, Inc. Profit Sharing PlanEvergreen Land, Inc. Profit …$1MNorth Atlantic Communications, Inc. Profit SharingNorth Atlantic Communication…$1MCs Landscaping Services and Masonry Design, Inc. Retirement PlanCs Landscaping Services and …$1M
End-of-year total assets ($M) among Sutton Barth Vennari Agency Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$933K
Net Assets (End of Year)$1M
Net Income$271K
Employer EIN953204418
Plan Effective Date1990-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sutton Barth Vennari Agency Inc)

Sponsor-wide plan assets over time

All Sutton Barth Vennari Agency Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 50.534711204493796% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.93M $1.4M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 19 $933K
2023 1 17 $1M
2024 1 24 $1M

Nearby Profit Sharing Plans in California

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

Sutton Barth Vennari Agency Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Sutton Barth Vennari Agency Inc Profit Sharing Plan, Total assets ($B): 0.001191882 · Participants: 17Sutton Barth Vennari Agency 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
Sutton Barth Vennari Agency Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Sutton Barth Vennari Agency Inc Profit Sharing Plan side-by-side with 3 peers →

Sutton Barth Vennari Agency Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Gm Digital Technologies, Inc. Profit Sharing Plan in NY ($1M); by covered participants it is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Sutton Barth Vennari Agency Inc Profit Sharing Plan assets move in 2023? ▼
Sutton Barth Vennari Agency Inc Profit Sharing Plan grew sharply - up 27.8% during 2023, from $933K to $1M. Reported net income was $271K.
How have Sutton Barth Vennari Agency Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sutton Barth Vennari Agency Inc's sponsor-wide assets grew 50.5%, from $933K to $1M.
Where does Sutton Barth Vennari Agency Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sutton Barth Vennari Agency Inc Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Sutton Barth Vennari Agency Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gm Digital Technologies, Inc. Profit Sharing Plan in NY ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Sutton Barth Vennari Agency Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 participants, $3M 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 953204418.

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.