Profit Sharing · DOL Form 5500 · 2023

Calbiz Development Corp. Profit Sharing Plan

Data updated 2026-08-25

$210K
Total assets Small plan by assets
14
Participants Small participant base
11th
Percentile by assets National rank
$14,971
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Calbiz Development Corp. Profit Sharing Plan & Trust · Sponsored by Calbiz Development Corp. · California · Food Services & Accommodation

$210K in assets, 14 participants

Calbiz Development Corp.'s Calbiz Development Corp. Profit Sharing Plan & Trust reported $210K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,101 in Food Services & Accommodation (3,828 peers)

2023 asset change

Calbiz Development Corp. Profit Sharing Plan & Trust grew at a solid clip 9.6% in 2023 ($191K → $210K) for 14 participants.

#1,101
in Food Services & Accommodation (3,828 peers)
+9.6%
assets growth YoY

Calbiz Development Corp. Profit Sharing Plan & Trust among the smaller filed plans by assets

Calbiz Development Corp. Profit Sharing Plan & Trust vs every filed plan by assets

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

$209,592 11th percentile higher than 11% 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

Calbiz Development Corp. Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calbiz Development Corp. Profit Sharing Plan & Trust is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calbiz Development Corp. Profit Sharing Plan & Trust reported net income rose from $5K in the plan year 2022 filing to $18K in the plan year 2023 filing.
  • Calbiz Development Corp. Profit Sharing Plan & Trust reported participants fell from 17 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Calbiz Development Corp. Profit Sharing Plan & Trust end-of-year assets rose from $191K in the plan year 2022 filing to $210K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208524512 · Calbiz Development Corp. PY 2023 · Profit Sharing

Calbiz Development Corp. Profit Sharing Plan & Trust · $210K · 14 · 11th

  • BOY $210K
  • BOY 14
  • BOY 11th
  • BOY Profit Sharing
  • BOY near Tdt Innovative Solutions, Inc. Profit Sharing Plan
  • BOY ind #1101

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 Food Services & Accommodation retirement plans → · Plans in California →

Calbiz Development Corp. Profit Sharing Plan & Trust in the asset neighbourhood

Calbiz Development Corp. Profit Sharing Plan & TrustCalbiz Development Corp. Pro…$210KTdt Innovative Solutions, Inc. Profit Sharing PlanTdt Innovative Solutions, In…$210KShands Medical Staffing Inc. Retirement PlanShands Medical Staffing Inc.…$210KSimmons Chiropractic Clinic, P.a. Profit Sharing PlanSimmons Chiropractic Clinic,…$209KBusiness Integrity Services 401(k) PlanBusiness Integrity Services …$210K
End-of-year total assets ($M) among Calbiz Development Corp. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Calbiz Development Corp. years around the 2023 move

Sponsor-wide plan assets over time

All Calbiz Development Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$205K 7.072999801261466% vs 2022
2024 filing year
$0.18M$0.19M$0.2M$0.21M$0.22M 202220232024 $0.19M $0.2M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 17 $191K
2023 1 14 $210K
2024 1 16 $205K

2023 asset-move particulars

Total Assets (Beginning of Year)$191K
Net Assets (End of Year)$210K
Net Income$18K
Employer EIN208524512
Plan Effective Date2007-02-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Calbiz Development Corp. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Calbiz Development Corp. Profit Sharing Plan & Trust, Total assets ($B): 0.000209592 · Participants: 14Calbiz Development Corp. 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
Calbiz Development Corp. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Calbiz Development Corp. Profit Sharing Plan & Trust side-by-side with 3 peers →

Calbiz Development Corp. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Tdt Innovative Solutions, Inc. Profit Sharing Plan in NC ($210K); by covered participants it is Three Cities Management LLC Retirement Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Calbiz Development Corp. Profit Sharing Plan & Trust assets move in 2023? ▼
Calbiz Development Corp. Profit Sharing Plan & Trust grew at a solid clip - up 9.6% during 2023, from $191K to $210K. Reported net income was $18K.
How have Calbiz Development Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calbiz Development Corp.'s sponsor-wide assets grew 7.1%, from $191K to $205K.
Where does Calbiz Development Corp. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Calbiz Development Corp. Profit Sharing Plan & Trust ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Calbiz Development Corp. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Tdt Innovative Solutions, Inc. Profit Sharing Plan in NC ($210K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Calbiz Development Corp. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Three Cities Management LLC Retirement Plan in NY (14 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 208524512.

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.