Profit Sharing · DOL Form 5500 · 2023

Dividend Investors, Ltd. Profit Sharing Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size: N/A
Participants Small participant base: 77th
Percentile by assets National rank

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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.

#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.

#6,866
in Construction (9,030 peers): +9.7%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Dividend Investors, Ltd. Profit Sharing Plan's outsized position by total assets

Dividend Investors, Ltd. Profit Sharing Plan vs every filed plan by assets

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

$26,684,019 Top 23% higher than 77% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942410310 · Dividend Investors, Ltd. PY 2023 · Profit Sharing

Dividend Investors, Ltd. Profit Sharing Plan · $27M · N/A · 77th

BOOK $27M
BOOK N/A
BOOK 77th
BOOK Profit Sharing
BOOK near Laborers Union Local No. 1174 Annuity Fund
BOOK ind #6866

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 Construction retirement plans → · Plans in California →

End-of-year total assets ($M) among Dividend Investors, Ltd. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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.)

Latest sponsor-wide plan assets: $15M 37.27746370511538% vs 2022; 2024 filing year

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

Compare Dividend Investors, Ltd. Profit Sharing Plan side-by-side with 3 peers →

Dividend Investors, Ltd. Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside California, the nearest Profit Sharing by end-of-year assets is Laborers Union Local No. 1174 Annuity Fund in PA at $27M (this filing: $27M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Laborers Union Local No. 1174 Annuity Fund (PA) $27M · 837
Adelphoi USA, Inc. Tax Deferred Annuity Plan (PA) $27M · 630
Coastal Agrobusiness, Inc. Employee Profit-Sharing Plan (NC) $27M · 224
Impax Asset Management 401(k) Retirement Plan (NH) $27M · 103

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 Dividend Investors, Ltd. Profit Sharing Plan assets move in 2023? ▼

Dividend Investors, Ltd. Profit Sharing Plan grew at a solid clip - up 9.7% during 2023, from $24M to $27M. Reported net income was $2M.

How have Dividend Investors, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Dividend Investors, Ltd.'s sponsor-wide assets declined 37.3%, from $24M to $15M.

Where does Dividend Investors, Ltd. Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Dividend Investors, Ltd. Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Dividend Investors, Ltd. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Laborers Union Local No. 1174 Annuity Fund in PA ($27M, 837 participants).

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 942410310.