Profit Sharing · DOL Form 5500 · 2023

Metcalfe Securtiy, Inc. Profit Sharing Plan

Data updated 2026-08-25

$244K
Total assets Small plan by assets
72
Participants Small participant base
12th
Percentile by assets National rank
$3,386
Avg per participant Low balance/head
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Official DOL plan name: Metcalfe Security, Inc. Profit Sharing Plan · Sponsored by Metcalfe Securtiy, Inc. · California · Finance & Insurance

$244K in assets, 72 participants

Metcalfe Securtiy, Inc.'s Metcalfe Security, Inc. Profit Sharing Plan reported $244K in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #617 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Metcalfe Security, Inc. Profit Sharing Plan holds $244K for 72 participants - about $3,386 per participant, among the smaller plans by assets on file.

#617
in Finance & Insurance (8,869 peers)
+2.1%
assets growth YoY

Metcalfe Security, Inc. Profit Sharing Plan among the smaller filed plans by assets

Metcalfe Security, Inc. Profit Sharing Plan vs every filed plan by assets

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

$243,764 12th percentile higher than 12% 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

Metcalfe Security, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Metcalfe Security, Inc. Profit Sharing Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Metcalfe Security, Inc. Profit Sharing Plan reported net income fell from $7K in the plan year 2022 filing to $5K in the plan year 2023 filing.
  • Metcalfe Security, Inc. Profit Sharing Plan reported participants rose from 57 in the plan year 2022 filing to 72 in the plan year 2023 filing.
  • Metcalfe Security, Inc. Profit Sharing Plan end-of-year assets rose from $239K in the plan year 2022 filing to $244K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 474779379 · Metcalfe Securtiy, Inc. PY 2023 · Profit Sharing

Metcalfe Security, Inc. Profit Sharing Plan · $244K · 72 · 12th

  • VS-ST $244K
  • VS-ST 72
  • VS-ST 12th
  • VS-ST Profit Sharing
  • VS-ST near Creating Legacy Enterprises, Inc. Retirement Plan
  • VS-ST ind #617

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 Finance & Insurance retirement plans → · Plans in California →

Metcalfe Security, Inc. Profit Sharing Plan in the asset neighbourhood

Metcalfe Security, Inc. Profit Sharing PlanMetcalfe Security, Inc. Prof…$244KCreating Legacy Enterprises, Inc. Retirement PlanCreating Legacy Enterprises,…$244KScruffy Company Retirement PlanScruffy Company Retirement P…$244KA.D. Potts & Associates, Inc. Profit Sharing PlanA.D. Potts & Associates, Inc…$244KBlackmon Storage Solutions, Inc. Retirement PlanBlackmon Storage Solutions, …$244K
End-of-year total assets ($M) among Metcalfe Security, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$239K
Net Assets (End of Year)$244K
Net Income$5K
Employer EIN474779379
Plan Effective Date2015-08-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Metcalfe Securtiy, Inc.)

Sponsor-wide plan assets over time

All Metcalfe Securtiy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$244K 2.074879924960952% vs 2022
2023 filing year
$0.24M 20222023 $0.24M $0.24M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 57 $239K
2023 1 72 $244K

Nearby Profit Sharing Plans in California

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

Metcalfe Security, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Metcalfe Security, Inc. Profit Sharing Plan, Total assets ($B): 0.000243764 · Participants: 72Metcalfe Security, Inc. 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
Metcalfe Security, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Metcalfe Security, Inc. Profit Sharing Plan side-by-side with 3 peers →

Metcalfe Security, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Creating Legacy Enterprises, Inc. Retirement Plan in AZ ($244K); by covered participants it is Kraynak's Inc Profit Sharing Plan in PA (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Metcalfe Security, Inc. Profit Sharing Plan assets move in 2023? ▼
Metcalfe Security, Inc. Profit Sharing Plan edged up modestly - up 2.1% during 2023, from $239K to $244K. Reported net income was $5K.
How have Metcalfe Securtiy, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Metcalfe Securtiy, Inc.'s sponsor-wide assets grew 2.1%, from $239K to $244K.
Where does Metcalfe Security, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Metcalfe Security, Inc. Profit Sharing Plan ranks in the 12th 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 Metcalfe Security, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Creating Legacy Enterprises, Inc. Retirement Plan in AZ ($244K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Metcalfe Security, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Kraynak's Inc Profit Sharing Plan in PA (72 participants, $4M 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 474779379.

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.