Profit Sharing · DOL Form 5500 · 2023

The Nikols Company Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
32nd
Percentile by assets National rank
$325,781
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Nikols Company Profit Sharing Plan · Sponsored by The Nikols Company · California · Real Estate

$2M in assets, 7 participants

The Nikols Company's The Nikols Company Profit Sharing Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,440 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, The Nikols Company Profit Sharing Plan ranks #2,440 of 4,727 2023 filers by assets (1139% of the sector average)-$2M for 7 participants.

#2,440
in Real Estate (4,727 peers)
-2.3%
assets change YoY

The plan reported a net loss of $54K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Nikols Company Profit Sharing Plan among the smaller filed plans by assets

The Nikols Company Profit Sharing Plan vs every filed plan by assets

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

$2,280,467 32nd percentile higher than 32% 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

The Nikols Company Profit Sharing 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. The Nikols Company Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Nikols Company Profit Sharing Plan reported net income fell from $351K in the plan year 2022 filing to -$54K in the plan year 2023 filing.
  • The Nikols Company Profit Sharing Plan 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 →

DOL schedule card

Filing strip 201009019 · The Nikols Company PY 2023 · Profit Sharing

The Nikols Company Profit Sharing Plan · $2M · 7 · 32nd

  • ASSETS $2M
  • ASSETS 7
  • ASSETS 32nd
  • ASSETS Profit Sharing
  • ASSETS near USA Softball Profit Sharing Plan
  • ASSETS ind #2440

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 →

The Nikols Company Profit Sharing Plan in the asset neighbourhood

The Nikols Company Profit Sharing PlanThe Nikols Company Profit Sh…$2MUSA Softball Profit Sharing PlanUSA Softball Profit Sharing …$2MInnovative Offerings, Inc. Profit Sharing Plan & TrustInnovative Offerings, Inc. P…$2MStephan Wood Products Profit Sharing PlanStephan Wood Products Profit…$2MBella Pharma Services Inc. Profit Sharing PlanBella Pharma Services Inc. P…$2M
End-of-year total assets ($M) among The Nikols Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$54K
Employer EIN201009019
Plan Effective Date2004-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The Nikols Company)

Sponsor-wide plan assets over time

All The Nikols Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.116824560080616% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M 202220232024 $2.33M $2.71M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 8 $3M

Nearby Profit Sharing Plans in California

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

The Nikols Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants The Nikols Company Profit Sharing Plan, Total assets ($B): 0.002280467 · Participants: 7The Nikols Company Profit Sharing 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
The Nikols Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare The Nikols Company Profit Sharing Plan side-by-side with 3 peers →

The Nikols Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is USA Softball Profit Sharing Plan in OK ($2M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 The Nikols Company Profit Sharing Plan assets move in 2023? ▼
The Nikols Company Profit Sharing Plan edged down modestly - down 2.3% during 2023, from $2M to $2M. Reported net income was -$54K.
How have The Nikols Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Nikols Company's sponsor-wide assets grew 16.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to The Nikols Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is USA Softball Profit Sharing Plan in OK ($2M, 25 participants).
Which Profit Sharing plans cover a similar participant headcount to The Nikols Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 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 201009019.

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.