Profit Sharing · DOL Form 5500 · 2023

Metro Bookkeeping Service, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$448,263
Avg per participant High balance/head
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Official DOL plan name: Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust · Sponsored by Metro Bookkeeping Service, Inc. · California · Real Estate

$2M in assets, 4 participants

Metro Bookkeeping Service, Inc.'s Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,293 in Real Estate (4,727 peers)

2023 asset change

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust pulled back noticeably 8.9% in 2023 ($2M → $2M) for 4 participants.

#2,293
in Real Estate (4,727 peers)
-8.9%
assets change YoY

The plan reported a net loss of $176K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust among the smaller filed plans by assets

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,793,051 29th percentile higher than 29% 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

Metro Bookkeeping Service, Inc. Employees 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. Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust reported net income fell from $96K in the plan year 2022 filing to -$176K in the plan year 2023 filing.
  • Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954305345 · Metro Bookkeeping Service, Inc. PY 2023 · Profit Sharing

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust · $2M · 4 · 29th

  • PHOTO $2M
  • IND 4
  • EOY 29th
  • 5500 Profit Sharing
  • ASSETS near Raff & Masone Profit Sharing Plan
  • PCT ind #2293

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 Real Estate retirement plans → · Plans in California →

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust in the asset neighbourhood

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & TrustMetro Bookkeeping Service, I…$2MRaff & Masone Profit Sharing PlanRaff & Masone Profit Sharing…$2MR&l Cornerstone Enterprises, Inc. Retirement PlanR&l Cornerstone Enterprises,…$2MWadland & Associates Profit Sharing PlanWadland & Associates Profit …$2MChicago Strategy Associates, Inc.-Profit Sharing PlanChicago Strategy Associates,…$2M
End-of-year total assets ($M) among Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Metro Bookkeeping Service, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Metro Bookkeeping Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.317531486708997% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M 202220232024 $1.97M $1.88M ▼ -4.6%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$176K
Employer EIN954305345
Plan Effective Date1978-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust, Total assets ($B): 0.001793051 · Participants: 4Metro Bookkeeping Service, Inc. Employees 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
Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust side-by-side with 3 peers →

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Raff & Masone Profit Sharing Plan in NJ ($2M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust assets move in 2023? ▼
Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust pulled back noticeably - down 8.9% during 2023, from $2M to $2M. Reported net income was -$176K.
How have Metro Bookkeeping Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Metro Bookkeeping Service, Inc.'s sponsor-wide assets declined 4.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Raff & Masone Profit Sharing Plan in NJ ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 954305345.

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.