Profit Sharing · DOL Form 5500 · 2024

William E. Steinberg Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: William Steinberg Profit Sharing Plan · Sponsored by William E. Steinberg · California · Arts, Entertainment & Recreation

$3M in assets, 2 participants

William E. Steinberg's William Steinberg Profit Sharing Plan reported $3M in total assets and 2 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.

  • #1,646 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, William Steinberg Profit Sharing Plan ranks #1,646 of 2,921 2024 filers by assets (989% of the sector average)-$3M for 2 participants.

#1,646
in Arts, Entertainment & Recreation (2,921 peers)
-1.5%
assets change YoY

The plan reported a net loss of $42K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William Steinberg Profit Sharing Plan among the smaller filed plans by assets

William Steinberg Profit Sharing Plan vs every filed plan by assets

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

$2,809,054 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

William Steinberg 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. William Steinberg Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • William Steinberg Profit Sharing Plan reported net income fell from $296K in the plan year 2023 filing to -$42K in the plan year 2024 filing.
  • William Steinberg Profit Sharing Plan end-of-year assets fell 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 330135011 · William E. Steinberg PY 2024 · Profit Sharing

William Steinberg Profit Sharing Plan · $3M · 2 · 33rd

  • PART $3M
  • PART 2
  • PART 33rd
  • PART Profit Sharing
  • PART near Geimer, Ehrlich & Gross PA Profit Sharing Plan
  • PART ind #1646

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 →

William Steinberg Profit Sharing Plan in the asset neighbourhood

William Steinberg Profit Sharing PlanWilliam Steinberg Profit Sha…$3MGeimer, Ehrlich & Gross PA Profit Sharing PlanGeimer, Ehrlich & Gross PA P…$3MJ. Pica Y Cia Retirement Plan$3MGoldsher Investment Company Inc. Profit Sharing Plan and TrustGoldsher Investment Company …$3MTom E. Smalley Profit Sharing PlanTom E. Smalley Profit Sharin…$3M
End-of-year total assets ($M) among William Steinberg Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$42K
Employer EIN330135011
Plan Effective Date2003-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (William E. Steinberg)

Sponsor-wide plan assets over time

All William E. Steinberg plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.963676278484215% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M 202220232024 $2.55M $2.81M ▲ +10.2%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $3M

Nearby Profit Sharing Plans in California

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

William Steinberg Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants William Steinberg Profit Sharing Plan, Total assets ($B): 0.002809054 · Participants: 2William Steinberg 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
William Steinberg Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare William Steinberg Profit Sharing Plan side-by-side with 3 peers →

William Steinberg Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Geimer, Ehrlich & Gross PA Profit Sharing Plan in MD ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 William Steinberg Profit Sharing Plan assets move in 2024? ▼
William Steinberg Profit Sharing Plan edged down modestly - down 1.5% during 2024, from $3M to $3M. Reported net income was -$42K.
How have William E. Steinberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William E. Steinberg's sponsor-wide assets grew 10.0%, from $3M to $3M.
Which Profit Sharing plans are similar in size to William Steinberg Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Geimer, Ehrlich & Gross PA Profit Sharing Plan in MD ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to William Steinberg Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 330135011.

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.