Profit Sharing · DOL Form 5500 · 2024

Phillip G. Svalya, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
33rd
Percentile by assets National rank
$922,458
Avg per participant High balance/head
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Official DOL plan name: Phillip G. Svalya, Inc. Profit Sharing Plan · Sponsored by Phillip G. Svalya, Inc. · California · Professional & Technical Services

$3M in assets, 3 participants

Phillip G. Svalya, Inc.'s Phillip G. Svalya, Inc. Profit Sharing Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,948 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Phillip G. Svalya, Inc. Profit Sharing Plan holds $3M for 3 participants - about $922,458 per participant, in the lower half of filed plans by assets.

#5,948
in Professional & Technical Services (20,173 peers)
+3.3%
assets growth YoY

Phillip G. Svalya, Inc. Profit Sharing Plan among the smaller filed plans by assets

Phillip G. Svalya, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,767,375 33rd percentile higher than 33% of 123,620 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 2024

Phillip G. Svalya, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phillip G. Svalya, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phillip G. Svalya, Inc. Profit Sharing Plan reported net income rose from $13K in the plan year 2023 filing to $88K in the plan year 2024 filing.
  • Phillip G. Svalya, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942764688 · Phillip G. Svalya, Inc. PY 2024 · Profit Sharing

Phillip G. Svalya, Inc. Profit Sharing Plan · $3M · 3 · 33rd

  • IND $3M
  • EOY 3
  • 5500 33rd
  • ASSETS Profit Sharing
  • PCT near Martin Cement Company 401(k) and Profit Sharing Trust
  • EIN ind #5948

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 Professional & Technical Services retirement plans → · Plans in California →

Phillip G. Svalya, Inc. Profit Sharing Plan in the asset neighbourhood

Phillip G. Svalya, Inc. Profit Sharing PlanPhillip G. Svalya, Inc. Prof…$3MHenderson Federal Savings Bank Profit Sharing PlanHenderson Federal Savings Ba…$3MJose Roberto Fumero-Perez Retirement PlanJose Roberto Fumero-Perez Re…$3MMartin Cement Company 401(k) and Profit Sharing TrustMartin Cement Company 401(k)…$3MRiverside Chiropractic LLC Employees' Retirement PlanRiverside Chiropractic LLC E…$3M
End-of-year total assets ($M) among Phillip G. Svalya, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$88K
Employer EIN942764688
Plan Effective Date1981-08-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Phillip G. Svalya, Inc.)

Sponsor-wide plan assets over time

All Phillip G. Svalya, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.7793515700734455% vs 2022
2024 filing year
$2.65M$2.7M$2.75M$2.8M 202220232024 $2.67M $2.77M ▲ +3.7%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $3M

Nearby Profit Sharing Plans in California

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

Phillip G. Svalya, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Phillip G. Svalya, Inc. Profit Sharing Plan, Total assets ($B): 0.002767375 · Participants: 3Phillip G. Svalya, Inc. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Phillip G. Svalya, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Phillip G. Svalya, Inc. Profit Sharing Plan side-by-side with 3 peers →

Phillip G. Svalya, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Martin Cement Company 401(k) and Profit Sharing Trust in IL ($3M); 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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Phillip G. Svalya, Inc. Profit Sharing Plan assets move in 2024? ▼
Phillip G. Svalya, Inc. Profit Sharing Plan edged up modestly - up 3.3% during 2024, from $3M to $3M. Reported net income was $88K.
How have Phillip G. Svalya, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillip G. Svalya, Inc.'s sponsor-wide assets grew 3.8%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Phillip G. Svalya, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Martin Cement Company 401(k) and Profit Sharing Trust in IL ($3M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Phillip G. Svalya, 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, $796K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942764688.

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.