Profit Sharing · DOL Form 5500 · 2023

Ragsdale Asset Management LLC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$435,226
Avg per participant High balance/head
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Official DOL plan name: Ragsdale Asset Management LLC Profit Sharing Plan & Trust · Sponsored by Ragsdale Asset Management LLC · California · Finance & Insurance

$1M in assets, 3 participants

Ragsdale Asset Management LLC's Ragsdale Asset Management LLC Profit Sharing Plan & Trust reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,514 in Finance & Insurance (8,869 peers)

Ragsdale Asset Management LLC multi-year trail

Ragsdale Asset Management LLC's plans moved +38.8% in assets from 2023 to 2024; this filing shows Ragsdale Asset Management LLC Profit Sharing Plan & Trust at $1M / 3 participants.

#1,514
in Finance & Insurance (8,869 peers)
+4.6%
assets growth YoY

Ragsdale Asset Management LLC Profit Sharing Plan & Trust among the smaller filed plans by assets

Ragsdale Asset Management LLC Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,305,677 26th percentile higher than 26% 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

Ragsdale Asset Management LLC Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ragsdale Asset Management LLC Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 831663676 · Ragsdale Asset Management LLC PY 2023 · Profit Sharing

Ragsdale Asset Management LLC Profit Sharing Plan & Trust · $1M · 3 · 26th

  • EOY $1M
  • EOY 3
  • EOY 26th
  • EOY Profit Sharing
  • EOY near Caribbean Cinemas Savings and Retirement Plan
  • EOY ind #1514

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 Finance & Insurance retirement plans → · Plans in California →

Ragsdale Asset Management LLC Profit Sharing Plan & Trust in the asset neighbourhood

Ragsdale Asset Management LLC Profit Sharing Plan & TrustRagsdale Asset Management LL…$1MCaribbean Cinemas Savings and Retirement PlanCaribbean Cinemas Savings an…$1MEdward W. Armstrong, PC Profit Sharing PlanEdward W. Armstrong, PC Prof…$1MEliel Ortho Medical Corp. Retirement PlanEliel Ortho Medical Corp. Re…$1MJcw Enterprises Inc. Retirement PlanJcw Enterprises Inc. Retirem…$1M
End-of-year total assets ($M) among Ragsdale Asset Management LLC Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ragsdale Asset Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ragsdale Asset Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 38.795046554392854% vs 2023
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 20232024 $1.31M $1.81M ▲ +38.2%
Year Plans Participants Total Assets
2023 1 3 $1M
2024 1 3 $2M

Ragsdale Asset Management LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$57K
Employer EIN831663676
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Ragsdale Asset Management LLC Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Ragsdale Asset Management LLC Profit Sharing Plan & Trust, Total assets ($B): 0.001305677 · Participants: 3Ragsdale Asset Management LLC Profit Sharing Plan & TrustIntel 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
Ragsdale Asset Management LLC Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Ragsdale Asset Management LLC Profit Sharing Plan & Trust side-by-side with 3 peers →

Ragsdale Asset Management LLC Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Caribbean Cinemas Savings and Retirement Plan in PR ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Ragsdale Asset Management LLC Profit Sharing Plan & Trust assets move in 2023? ▼
Ragsdale Asset Management LLC Profit Sharing Plan & Trust edged up modestly - up 4.6% during 2023, from $1M to $1M. Reported net income was $57K.
How have Ragsdale Asset Management LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ragsdale Asset Management LLC's sponsor-wide assets grew 38.8%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Ragsdale Asset Management LLC Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Caribbean Cinemas Savings and Retirement Plan in PR ($1M, 1,479 participants).
Which Profit Sharing plans cover a similar participant headcount to Ragsdale Asset Management LLC Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 831663676.

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.