Profit Sharing · DOL Form 5500 · 2023

Southern California Health & Rehabilitation Program Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
161
Participants Small participant base
35th
Percentile by assets National rank
$17,233
Avg per participant Low balance/head
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Official DOL plan name: Southern California Health & Rehabilitation Program Profit Sharing Plan · Sponsored by Southern California Health & Rehabilitation Program · California · Healthcare & Social Assistance

$3M in assets, 161 participants

Southern California Health & Rehabilitation Program's Southern California Health & Rehabilitation Program Profit Sharing Plan reported $3M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,202 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Southern California Health & Rehabilitation Program Profit Sharing Plan covers 161 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $3M.

#6,202
in Healthcare & Social Assistance (17,684 peers)
+37.5%
assets growth YoY

Southern California Health & Rehabilitation Program Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southern California Health & Rehabilitation Program Profit Sharing Plan vs every filed plan by assets

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

$2,774,501 35th percentile higher than 35% 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

Southern California Health & Rehabilitation Program Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern California Health & Rehabilitation Program Profit Sharing Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern California Health & Rehabilitation Program Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southern California Health & Rehabilitation Program Profit Sharing Plan reported net income rose from $623K in the plan year 2022 filing to $757K in the plan year 2023 filing.
  • Southern California Health & Rehabilitation Program Profit Sharing Plan reported participants rose from 144 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954482413 · Southern California Health & Rehabilitation Program PY 2023 · Profit Sharing

Southern California Health & Rehabilitation Program Profit Sharing Plan · $3M · 161 · 35th

  • PCT $3M
  • PCT 161
  • PCT 35th
  • PCT Profit Sharing
  • PCT near Juan C. Portela Arraiza Retirement Plan
  • PCT ind #6202

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Southern California Health & Rehabilitation Program Profit Sharing Plan in the asset neighbourhood

Juan C. Portela Arraiza Retirement PlanJuan C. Portela Arraiza Reti…$3MSouthern California Health & Rehabilitation Program Profit Sharing PlanSouthern California Health &…$3MLawrence L Jeckel Md PC Keogh PlanLawrence L Jeckel Md PC Keog…$3MSteven H. Vogel Retirement PlanSteven H. Vogel Retirement P…$3MMichael Bigg Jr. Inc Profit SharingMichael Bigg Jr. Inc Profit …$3M
End-of-year total assets ($M) among Southern California Health & Rehabilitation Program Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$757K
Employer EIN954482413
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern California Health & Rehabilitation Program)

Sponsor-wide plan assets over time

All Southern California Health & Rehabilitation Program plans reported in each filing year

Latest sponsor-wide plan assets
$6M 199.0305199879682% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $2.02M $6.03M ▲ +198.5%
Year Plans Participants Total Assets
2022 1 144 $2M
2023 1 161 $3M
2024 2 453 $6M

Nearby Profit Sharing Plans in California

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

Southern California Health & Rehabilitation Program Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Southern California Health & Rehabilitation Program Profit Sharing Plan, Total assets ($B): 0.002774501 · Participants: 161Southern California Health & Rehabilitation Program 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
Southern California Health & Rehabilitation Program Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Southern California Health & Rehabilitation Program Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Juan C. Portela Arraiza Retirement Plan in PR ($3M); by covered participants it is Analytical Graphics, Inc. Profit Sharing Plan in PA (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Southern California Health & Rehabilitation Program Profit Sharing Plan assets move in 2023?
Southern California Health & Rehabilitation Program Profit Sharing Plan surged - up 37.5% during 2023, from $2M to $3M. Reported net income was $757K.
How have Southern California Health & Rehabilitation Program plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern California Health & Rehabilitation Program's sponsor-wide assets grew 199.0%, from $2M to $6M.
Which Profit Sharing plans are similar in size to Southern California Health & Rehabilitation Program Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Juan C. Portela Arraiza Retirement Plan in PR ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Southern California Health & Rehabilitation Program Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Analytical Graphics, Inc. Profit Sharing Plan in PA (161 participants, $684K in assets).