Profit Sharing · DOL Form 5500 · 2023

Kazan, Mcclain, Satterley and Greenwood, Professional Law Corporation Profit Sharing Plan

Data updated 2026-08-11

$55M
Total assets
64
Participants
86th
Percentile by assets
$859,430
Avg per participant
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Official DOL plan name: Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan · Sponsored by Kazan, Mcclain, Satterley and Greenwood, Professional Law Corporation · California · Professional & Technical Services

$55M in assets, 64 participants

Kazan, Mcclain, Satterley and Greenwood, Professional Law Corporation's Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan reported $55M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 127,072 plans)
  • #17,795 in Professional & Technical Services (20,321 peers)

Where Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan sits by assets

Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan sits in the top quartile of all filed plans by assets, $55M for 64 participants (~$859,430/participant), up 11.5% in 2023.

$55M
total plan assets (2023 EOY)
64
covered participants
86th
percentile by assets (of 127,072 plans)
$859,430
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan reported net income rose from -$16M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan end-of-year assets rose from $49M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan reported participants rose from 59 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Professional & Technical Services

Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan vs the 2023 asset distribution

By assets, Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan outranks 86% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$55M
Net Income$6M
Employer EIN942288805
Plan Effective Date1976-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kazan, Mcclain, Satterley and Greenwood, Professional Law Corporation)

$45M$50M$55M$60M$65M 202220232024 $49.3M $61.9M ▲ +25.6%
Total plan assets by year, all Kazan, Mcclain, Satterley and Greenwood, Professional Law Corporation plans on file
Year Plans Participants Total Assets
2022 1 59 $49M
2023 1 64 $55M
2024 1 54 $62M

Nearby Profit Sharing Plans in California

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

Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation 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 Kazan, Mcclain, Satt…Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Disney Retirement Sa…
Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Kazan, Mcclain, Satterley and Greenwood,… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan assets move in 2023? ▼
Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan grew at a solid clip - up 11.5% during 2023, from $49M to $55M. Reported net income was $6M.
How have Kazan, Mcclain, Satterley and Greenwood, Professional Law Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kazan, Mcclain, Satterley and Greenwood, Professional Law Corporation's sponsor-wide assets grew 25.6%, from $49M to $62M.
Where does Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is National Church Residences 3-4-5 401(a) Retirement Plan in OH ($55M, 2,337 participants).

Next read for Kazan, Mcclain, Satterley and Greenwood,…

Scale reading

Ways to act on Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan's numbers.

  • By total assets, Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
  • Kazan, Mcclain, Satterley and Greenwood, Professional Law Corporation's sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 942288805.

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.