Profit Sharing · DOL Form 5500 · 2023

Family Tree Productions Inc Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
3
Participants Small participant base
68th
Percentile by assets National rank
$5.2M
Avg per participant High balance/head
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Official DOL plan name: Family Tree Productions Inc Profit Sharing Plan · Sponsored by Family Tree Productions Inc · California · Arts, Entertainment & Recreation

$16M in assets, 3 participants

Family Tree Productions Inc's Family Tree Productions Inc Profit Sharing Plan reported $16M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,374 in Arts, Entertainment & Recreation (2,945 peers)

Family Tree Productions Inc multi-year trail

Family Tree Productions Inc's plans moved +29.9% in assets from 2022 to 2024; this filing shows Family Tree Productions Inc Profit Sharing Plan at $16M / 3 participants.

#2,374
in Arts, Entertainment & Recreation (2,945 peers)
+14.7%
assets growth YoY

Family Tree Productions Inc Profit Sharing Plan's outsized position by total assets

Family Tree Productions Inc Profit Sharing Plan vs every filed plan by assets

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

$15,560,833 Top 32% higher than 68% 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

Family Tree Productions Inc 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. Family Tree Productions Inc Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Family Tree Productions Inc Profit Sharing Plan reported net income rose from $108K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Family Tree Productions Inc Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953619441 · Family Tree Productions Inc PY 2023 · Profit Sharing

Family Tree Productions Inc Profit Sharing Plan · $16M · 3 · 68th

  • TYPE $16M
  • TYPE 3
  • TYPE 68th
  • TYPE Profit Sharing
  • TYPE near Connors Group Safe Harbor 401(k) Profit Sharing Plan
  • TYPE ind #2374

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Family Tree Productions Inc Profit Sharing Plan in the asset neighbourhood

Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing PlanPerenich, Caulfield, Avril &…$16MLocal 840 IBEW Annuity Fund$16MUnited Finance Co. Profit Sharing and Retirement PlanUnited Finance Co. Profit Sh…$16MFamily Tree Productions Inc Profit Sharing PlanFamily Tree Productions Inc …$16MConnors Group Safe Harbor 401(k) Profit Sharing PlanConnors Group Safe Harbor 40…$16M
End-of-year total assets ($M) among Family Tree Productions Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Family Tree Productions Inc multi-year asset trail

Sponsor-wide plan assets over time

All Family Tree Productions Inc plans reported in each filing year

Latest sponsor-wide plan assets
$18M 29.89617720215244% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.6M $17.6M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 3 $14M
2023 1 3 $16M
2024 1 3 $18M

Family Tree Productions Inc filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN953619441
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Family Tree Productions Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Family Tree Productions Inc Profit Sharing Plan, Total assets ($B): 0.015560833 · Participants: 3Family Tree Productions 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
Family Tree Productions Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Family Tree Productions Inc Profit Sharing Plan side-by-side with 3 peers →

Family Tree Productions Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Connors Group Safe Harbor 401(k) Profit Sharing Plan in PA ($16M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Family Tree Productions Inc Profit Sharing Plan assets move in 2023? ▼
Family Tree Productions Inc Profit Sharing Plan grew at a solid clip - up 14.7% during 2023, from $14M to $16M. Reported net income was $2M.
How have Family Tree Productions Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Tree Productions Inc's sponsor-wide assets grew 29.9%, from $14M to $18M.
Which Profit Sharing plans are similar in size to Family Tree Productions Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Connors Group Safe Harbor 401(k) Profit Sharing Plan in PA ($16M, 121 participants).
Which Profit Sharing plans cover a similar participant headcount to Family Tree Productions Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 953619441.

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.