Profit Sharing · DOL Form 5500 · 2024

Barbara Guggenheim Associates Inc Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
32nd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Barbara Guggenheim Associates Inc Profit Sharing Plan · Sponsored by Barbara Guggenheim Associates Inc · California · Retail Trade

$3M in assets, 2 participants

Barbara Guggenheim Associates Inc's Barbara Guggenheim Associates Inc Profit Sharing Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,550 in Retail Trade (8,048 peers)

What the 2024 filing shows

Barbara Guggenheim Associates Inc Profit Sharing Plan holds $3M for 2 participants - about $1.3M per participant, in the lower half of filed plans by assets.

#3,550
in Retail Trade (8,048 peers)
+1.2%
assets growth YoY

Barbara Guggenheim Associates Inc Profit Sharing Plan among the smaller filed plans by assets

Barbara Guggenheim Associates Inc Profit Sharing Plan vs every filed plan by assets

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

$2,570,531 32nd percentile higher than 32% 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

Barbara Guggenheim Associates 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. Barbara Guggenheim Associates Inc 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

  • Barbara Guggenheim Associates Inc Profit Sharing Plan reported participants fell from 5 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Barbara Guggenheim Associates Inc Profit Sharing Plan reported net income fell from $52K in the plan year 2023 filing to $32K in the plan year 2024 filing.
  • Barbara Guggenheim Associates 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 →

Form 5500 schedule snapshot

Filing strip 133086420 · Barbara Guggenheim Associates Inc PY 2024 · Profit Sharing

Barbara Guggenheim Associates Inc Profit Sharing Plan · $3M · 2 · 32nd

  • SCH $3M
  • SCH 2
  • SCH 32nd
  • SCH Profit Sharing
  • SCH near Louis Devito Jr Dmd Retirement Plan
  • SCH ind #3550

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 Retail Trade retirement plans → · Plans in California →

Barbara Guggenheim Associates Inc Profit Sharing Plan in the asset neighbourhood

Barbara Guggenheim Associates Inc Profit Sharing PlanBarbara Guggenheim Associate…$3MLouis Devito Jr Dmd Retirement PlanLouis Devito Jr Dmd Retireme…$3MCrouse Community Center Employee Retirement Plan and TrustCrouse Community Center Empl…$3MRichard Specialty Co Inc Profit Sharing PlanRichard Specialty Co Inc Pro…$3MEric L. Sappenfield Profit Sharing PlanEric L. Sappenfield Profit S…$3M
End-of-year total assets ($M) among Barbara Guggenheim Associates 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$32K
Employer EIN133086420
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barbara Guggenheim Associates Inc)

Sponsor-wide plan assets over time

All Barbara Guggenheim Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.370467970420438% vs 2022
2024 filing year
$2.45M$2.5M$2.55M$2.6M 202220232024 $2.49M $2.57M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 5 $3M
2024 1 2 $3M

Nearby Profit Sharing Plans in California

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

Barbara Guggenheim Associates Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Barbara Guggenheim Associates Inc Profit Sharing Plan, Total assets ($B): 0.002570531 · Participants: 2Barbara Guggenheim Associates 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
Barbara Guggenheim Associates Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Barbara Guggenheim Associates Inc Profit Sharing Plan side-by-side with 3 peers →

Barbara Guggenheim Associates Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Louis Devito Jr Dmd Retirement Plan in MA ($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 Barbara Guggenheim Associates Inc Profit Sharing Plan assets move in 2024? ▼
Barbara Guggenheim Associates Inc Profit Sharing Plan edged up modestly - up 1.2% during 2024, from $3M to $3M. Reported net income was $32K.
How have Barbara Guggenheim Associates Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barbara Guggenheim Associates Inc's sponsor-wide assets grew 3.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Barbara Guggenheim Associates Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Louis Devito Jr Dmd Retirement Plan in MA ($3M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Barbara Guggenheim Associates Inc 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 133086420.

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.