Profit Sharing · DOL Form 5500 · 2023

David Hockney Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
39th
Percentile by assets National rank
$307,134
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: David Hockney Self Employed Retirement Plan · Sponsored by David Hockney · California · Arts, Entertainment & Recreation

$4M in assets, 12 participants

David Hockney's David Hockney Self Employed Retirement Plan reported $4M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,785 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, David Hockney Self Employed Retirement Plan ranks #1,785 of 2,945 2023 filers by assets (753% of the sector average)-$4M for 12 participants.

#1,785
in Arts, Entertainment & Recreation (2,945 peers)
-19.2%
assets change YoY

The plan reported a net loss of $878K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David Hockney Self Employed Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

David Hockney Self Employed Retirement Plan vs every filed plan by assets

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

$3,685,608 39th percentile higher than 39% 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

David Hockney Self Employed Retirement 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. David Hockney Self Employed Retirement Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David Hockney Self Employed Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to -$878K in the plan year 2023 filing.
  • David Hockney Self Employed Retirement Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • David Hockney Self Employed Retirement Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953400432 · David Hockney PY 2023 · Profit Sharing

David Hockney Self Employed Retirement Plan · $4M · 12 · 39th

  • ASSETS $4M
  • ASSETS 12
  • ASSETS 39th
  • ASSETS Profit Sharing
  • ASSETS near Amphenol Puerto Rico Retirement Plan
  • ASSETS ind #1785

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 →

David Hockney Self Employed Retirement Plan in the asset neighbourhood

David Hockney Self Employed Retirement PlanDavid Hockney Self Employed …$4MBlue Ridge Waste, Inc. Retirement PlanBlue Ridge Waste, Inc. Retir…$4MAmphenol Puerto Rico Retirement PlanAmphenol Puerto Rico Retirem…$4MThe Law Office of Michael J Weiss Profit Sharing PThe Law Office of Michael J …$4MBci 403(b) Retirement Savings PlanBci 403(b) Retirement Saving…$4M
End-of-year total assets ($M) among David Hockney Self Employed Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$878K
Employer EIN953400432
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Hockney)

Sponsor-wide plan assets over time

All David Hockney plans reported in each filing year

Latest sponsor-wide plan assets
$4M 13.612913065314741% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.56M $3.94M ▼ -13.6%
Year Plans Participants Total Assets
2022 1 13 $5M
2023 1 12 $4M
2024 1 12 $4M

Nearby Profit Sharing Plans in California

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

David Hockney Self Employed Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants David Hockney Self Employed Retirement Plan, Total assets ($B): 0.003685608 · Participants: 12David Hockney Self Employed 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
David Hockney Self Employed Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

David Hockney Self Employed Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Amphenol Puerto Rico Retirement Plan in CT ($4M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 David Hockney Self Employed Retirement Plan assets move in 2023?
David Hockney Self Employed Retirement Plan declined sharply - down 19.2% during 2023, from $5M to $4M. Reported net income was -$878K.
How have David Hockney plan assets changed over time?
Across 3 plan years on file (2022-2024), David Hockney's sponsor-wide assets declined 13.6%, from $5M to $4M.
Which Profit Sharing plans are similar in size to David Hockney Self Employed Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Amphenol Puerto Rico Retirement Plan in CT ($4M, 135 participants).
Which Profit Sharing plans cover a similar participant headcount to David Hockney Self Employed Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants, $389K in assets).