Profit Sharing · DOL Form 5500 · 2024
Dividend Investors, Ltd. Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 65th
- Percentile by assets National rank
Official DOL plan name: Dividend Investors, Ltd. Profit Sharing Plan · Sponsored by Dividend Investors, Ltd. · California · Construction
$15M in assets, N/A participants
Dividend Investors, Ltd.'s Dividend Investors, Ltd. Profit Sharing Plan reported $15M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #5,718 in Construction (9,039 peers)
Dividend Investors, Ltd. multi-year trail
Dividend Investors, Ltd.'s plans moved -37.3% in assets from 2022 to 2024; this filing shows Dividend Investors, Ltd. Profit Sharing Plan at $15M / N/A participants.
- #5,718
- in Construction (9,039 peers)
- -42.8%
- assets change YoY
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dividend Investors, Ltd. Profit Sharing Plan's mid-pack asset rank among Construction and all filers
Dividend Investors, Ltd. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,260,617 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dividend Investors, Ltd. Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
- Dividend Investors, Ltd. Profit Sharing Plan end-of-year assets fell from $27M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 942410310 · Dividend Investors, Ltd. PY 2024 · Profit Sharing
Dividend Investors, Ltd. Profit Sharing Plan · $15M · N/A · 65th
- VS-ST $15M
- VS-ST N/A
- VS-ST 65th
- VS-ST Profit Sharing
- VS-ST near Health Partners of Western Ohio 403(b) Plan
- VS-ST ind #5718
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 Construction retirement plans → · Plans in California →
Dividend Investors, Ltd. Profit Sharing Plan in the asset neighbourhood
Dividend Investors, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Dividend Investors, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 37.27746370511538% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $24M |
| 2023 | 1 | N/A | $27M |
| 2024 | 1 | N/A | $15M |
Dividend Investors, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$11M |
| Employer EIN | 942410310 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Dividend Investors, Ltd. Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets
Outside California, the nearest Profit Sharing by end-of-year assets is Health Partners of Western Ohio 403(b) Plan in OH at $15M (this filing: $15M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Health Partners of Western Ohio 403(b) Plan (OH) $15M · 478
- Asc Retirement Plan (PR) $15M · 108
- The Employees Retirement Plan of Coburn Supply Company, Inc. (TX) $15M · 40
- Bac 1 Supplemental Retirement Fund (MN) $15M · 358
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.