Profit Sharing · DOL Form 5500 · 2023
Dividend Investors, Ltd. Profit Sharing Plan
Data updated 2026-08-11
- $27M
- Total assets
- N/A
- Participants
- 77th
- Percentile by assets
Official DOL plan name: Dividend Investors, Ltd. Profit Sharing Plan · Sponsored by Dividend Investors, Ltd. · California · Construction
$27M in assets, N/A participants
Dividend Investors, Ltd.'s Dividend Investors, Ltd. Profit Sharing Plan reported $27M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 127,072 plans)
- #6,866 in Construction (9,030 peers)
Where Dividend Investors, Ltd. Profit Sharing Plan sits by assets
Dividend Investors, Ltd. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $27M for N/A participants, up 9.7% in 2023.
- $27M
- total plan assets (2023 EOY)
- N/A
- covered participants
- 77th
- percentile by assets (of 127,072 plans)
- +9.7%
- assets growth YoY
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dividend Investors, Ltd. Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Dividend Investors, Ltd. Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
Dividend Investors, Ltd. Profit Sharing Plan vs the 2023 asset distribution
By assets, Dividend Investors, Ltd. Profit Sharing Plan outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 942410310 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dividend Investors, Ltd.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $24M |
| 2023 | 1 | N/A | $27M |
| 2024 | 1 | N/A | $15M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Dividend Investors, Ltd. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Dividend Investors, Ltd. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Dividend Investors, Ltd. Profit Sharing Plan assets move in 2023? ▼
How have Dividend Investors, Ltd. plan assets changed over time? ▼
Where does Dividend Investors, Ltd. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Dividend Investors, Ltd. Profit Sharing Plan? ▼
Next read for Dividend Investors, Ltd. Profit Sharing …
Scale reading
Ways to act on Dividend Investors, Ltd. Profit Sharing Plan's numbers.
- By total assets, Dividend Investors, Ltd. Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Dividend Investors, Ltd.'s sponsor-wide assets have declined 37.3% since 2022 across 3 plan years on file. More Construction plans