Profit Sharing · DOL Form 5500 · 2023
Progress Foundation Profit Sharing Plan
Data updated 2026-08-11
- $12M
- Total assets
- 386
- Participants
- 62nd
- Percentile by assets
- $30,899
- Avg per participant
Official DOL plan name: Progress Foundation 403(b) Retirement Plan · Sponsored by Progress Foundation · California · Other Services
$12M in assets, 386 participants
Progress Foundation's Progress Foundation 403(b) Retirement Plan reported $12M in total assets and 386 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- 62nd percentile by assets (of 127,072 plans)
- #6,197 in Other Services (7,857 peers)
Progress Foundation multi-year trail
Progress Foundation's plans moved +18.8% in assets from 2022 to 2024; this filing shows Progress Foundation 403(b) Retirement Plan at $12M / 386 participants.
- $12M
- total plan assets (2023 EOY)
- 386
- covered participants
- 62nd
- percentile by assets (of 127,072 plans)
- $30,899
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Progress Foundation 403(b) Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Progress Foundation 403(b) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Progress Foundation 403(b) Retirement Plan reported participants rose from 381 in the plan year 2022 filing to 386 in the plan year 2023 filing.
Progress Foundation across 3 plan years on file
Across the 3 plan years Progress Foundation has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $12M, a gain of 18.8%, while reported participants moved from 381 to 416 (+9.2%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($10M).
Progress Foundation multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 381 | $10M |
| 2023 | 1 | 386 | $12M |
| 2024 | 1 | 416 | $12M |
Progress Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 941716828 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Progress Foundation 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Progress Foundation 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Progress Foundation 403(b) Retirement Plan assets move in 2023? ▼
How have Progress Foundation plan assets changed over time? ▼
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Next read for Progress Foundation 403(b) Retirement Pl…
Multi-year trail
Ways to act on Progress Foundation 403(b) Retirement Plan's numbers.
- By total assets, Progress Foundation 403(b) Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Progress Foundation's sponsor-wide assets have grown 18.8% since 2022 across 3 plan years on file. More Other Services plans