Profit Sharing · DOL Form 5500 · 2024

Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$864,311
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan · Sponsored by Kathleen Taylor the Lotus Collection, LLC · California · Retail Trade

$2M in assets, 2 participants

Kathleen Taylor the Lotus Collection, LLC's Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #3,271 in Retail Trade (8,048 peers)

What the 2024 filing shows

Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan holds $2M for 2 participants - about $864,311 per participant, in the lower half of filed plans by assets.

#3,271
in Retail Trade (8,048 peers)
-5.7%
assets change YoY

The plan reported a net loss of $104K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan among the smaller filed plans by assets

Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan vs every filed plan by assets

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

$1,728,622 28th percentile higher than 28% 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

Kathleen Taylor the Lotus Collection, LLC 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. Kathleen Taylor the Lotus Collection, LLC 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

  • Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan reported net income fell from -$29K in the plan year 2023 filing to -$104K in the plan year 2024 filing.
  • Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 452236322 · Kathleen Taylor the Lotus Collection, LLC PY 2024 · Profit Sharing

Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan · $2M · 2 · 28th

  • RANK $2M
  • RANK 2
  • RANK 28th
  • RANK Profit Sharing
  • RANK near S. Marshall Cushman Md Sc Profit Sharing Plan
  • RANK ind #3271

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 →

Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan in the asset neighbourhood

Kathleen Taylor the Lotus Collection, LLC Profit Sharing PlanKathleen Taylor the Lotus Co…$2MS. Marshall Cushman Md Sc Profit Sharing PlanS. Marshall Cushman Md Sc Pr…$2MManumatrix, Inc. Retirement PlanManumatrix, Inc. Retirement …$2MGarten Services Retirement PlanGarten Services Retirement P…$2MWright & Brown Corporation Profit Sharing PlanWright & Brown Corporation P…$2M
End-of-year total assets ($M) among Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$104K
Employer EIN452236322
Plan Effective Date2011-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Kathleen Taylor the Lotus Collection, LLC)

Sponsor-wide plan assets over time

All Kathleen Taylor the Lotus Collection, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.173776576578511% vs 2022
2024 filing year
$1.7M$1.75M$1.8M$1.85M$1.9M 202220232024 $1.86M $1.73M ▼ -7.0%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in California

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

Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan, Total assets ($B): 0.001728622 · Participants: 2Kathleen Taylor the Lotus Collection, LLC 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
Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan side-by-side with 3 peers →

Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is S. Marshall Cushman Md Sc Profit Sharing Plan in WI ($2M); 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 Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan assets move in 2024? ▼
Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan pulled back noticeably - down 5.7% during 2024, from $2M to $2M. Reported net income was -$104K.
How have Kathleen Taylor the Lotus Collection, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kathleen Taylor the Lotus Collection, LLC's sponsor-wide assets declined 7.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is S. Marshall Cushman Md Sc Profit Sharing Plan in WI ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Kathleen Taylor the Lotus Collection, LLC 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 452236322.

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.