Profit Sharing · DOL Form 5500 · 2023

Stronghold Equities, Inc. Profit Sharing Plan

Data updated 2026-08-25

$385K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$192,500
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stronghold Equities, Inc. Retirement Plan · Sponsored by Stronghold Equities, Inc. · California · Real Estate

$385K in assets, 2 participants

Stronghold Equities, Inc.'s Stronghold Equities, Inc. Retirement Plan reported $385K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,222 in Real Estate (4,727 peers)

Stronghold Equities, Inc. multi-year trail

Stronghold Equities, Inc.'s plans moved -26.8% in assets from 2022 to 2024; this filing shows Stronghold Equities, Inc. Retirement Plan at $385K / 2 participants.

#1,222
in Real Estate (4,727 peers)
+87.8%
assets growth YoY

Stronghold Equities, Inc. Retirement Plan among the smaller filed plans by assets

Stronghold Equities, Inc. Retirement Plan vs every filed plan by assets

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

$385,000 16th percentile higher than 16% 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

Stronghold Equities, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stronghold Equities, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stronghold Equities, Inc. Retirement Plan end-of-year assets rose from $205K in the plan year 2022 filing to $385K in the plan year 2023 filing.
  • Stronghold Equities, Inc. Retirement Plan reported net income fell from $205K in the plan year 2022 filing to $180K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 872269430 · Stronghold Equities, Inc. PY 2023 · Profit Sharing

Stronghold Equities, Inc. Retirement Plan · $385K · 2 · 16th

  • PART $385K
  • PART 2
  • PART 16th
  • PART Profit Sharing
  • PART near Bisek Family Enterprises Inc. Retirement Plan
  • PART ind #1222

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 →

Stronghold Equities, Inc. Retirement Plan in the asset neighbourhood

Stronghold Equities, Inc. Retirement PlanStronghold Equities, Inc. Re…$385KBisek Family Enterprises Inc. Retirement PlanBisek Family Enterprises Inc…$385KWheeler Ventures, Inc.$385KDob Empire Inc. Retirement PlanDob Empire Inc. Retirement P…$385KJust for Pets Animal Clinic, Inc. Retirement PlanJust for Pets Animal Clinic,…$385K
End-of-year total assets ($M) among Stronghold Equities, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Stronghold Equities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stronghold Equities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$150K 26.829625221340386% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.21M $0.15M ▼ -28.6%
Year Plans Participants Total Assets
2022 1 2 $205K
2023 1 2 $385K
2024 1 2 $150K

Stronghold Equities, Inc. filing trail (2023)

Total Assets (Beginning of Year)$205K
Net Assets (End of Year)$385K
Net Income$180K
Employer EIN872269430
Plan Effective Date2022-05-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Stronghold Equities, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Stronghold Equities, Inc. Retirement Plan, Total assets ($B): 0.000385 · Participants: 2Stronghold Equities, Inc. Retirement PlanIntel 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
Stronghold Equities, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Stronghold Equities, Inc. Retirement Plan side-by-side with 3 peers →

Stronghold Equities, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Bisek Family Enterprises Inc. Retirement Plan in MN ($385K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($385K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Stronghold Equities, Inc. Retirement Plan assets move in 2023? ▼
Stronghold Equities, Inc. Retirement Plan surged - up 87.8% during 2023, from $205K to $385K. Reported net income was $180K.
How have Stronghold Equities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stronghold Equities, Inc.'s sponsor-wide assets declined 26.8%, from $205K to $150K.
Where does Stronghold Equities, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Stronghold Equities, Inc. Retirement Plan ranks in the 16th 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 Stronghold Equities, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bisek Family Enterprises Inc. Retirement Plan in MN ($385K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Stronghold Equities, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 872269430.

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.