Profit Sharing · DOL Form 5500 · 2023

Progress Foundation Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
386
Participants Below avg headcount
62nd
Percentile by assets National rank
$30,899
Avg per participant Low balance/head
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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.

  • #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.

#6,197
in Other Services (7,857 peers)
+18.7%
assets growth YoY

Progress Foundation 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

Progress Foundation 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,927,038 Top 38% higher than 62% of 127,068 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 2023

Progress Foundation 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Progress Foundation 403(b) Retirement Plan sits mid-pack in the medium band (386 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941716828 · Progress Foundation PY 2023 · Profit Sharing

Progress Foundation 403(b) Retirement Plan · $12M · 386 · 62nd

  • PART $12M
  • TYPE 386
  • NET 62nd
  • BOOK Profit Sharing
  • VS-ST near Blue Rock Products Company Profit Sharing Plan
  • BOY ind #6197

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 Other Services retirement plans → · Plans in California →

Progress Foundation 403(b) Retirement Plan in the asset neighbourhood

I.a.T.S.E. Local No. 31 Retirement PlanI.a.T.S.E. Local No. 31 Reti…$12MAnthony L Jordan Health Center Inc Pre-Tax Savings PlanAnthony L Jordan Health Cent…$12MProgress Foundation 403(b) Retirement PlanProgress Foundation 403(b) R…$12MBlue Rock Products Company Profit Sharing PlanBlue Rock Products Company P…$12MOregon Imaging Centers, L.L.C. 401(k) Profit Sharing Plan and TrustOregon Imaging Centers, L.L.…$12M
End-of-year total assets ($M) among Progress Foundation 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Progress Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Progress Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$12M 18.75214984242451% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.1M $11.9M ▲ +18.7%
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 EIN941716828
Plan Effective Date1995-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Progress Foundation 403(b) Retirement Plan, Total assets ($B): 0.011927038 · Participants: 386Progress Foundation 403(b) Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Progress Foundation 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Progress Foundation 403(b) Retirement Plan side-by-side with 3 peers →

Progress Foundation 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Blue Rock Products Company Profit Sharing Plan in MT ($12M); by covered participants it is Hawaiiusa Fcu Retirement Plan in HI (386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (386 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Progress Foundation 403(b) Retirement Plan assets move in 2023? ▼
Progress Foundation 403(b) Retirement Plan grew sharply - up 18.7% during 2023, from $10M to $12M. Reported net income was $2M.
How have Progress Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Progress Foundation's sponsor-wide assets grew 18.8%, from $10M to $12M.
Which Profit Sharing plans are similar in size to Progress Foundation 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Blue Rock Products Company Profit Sharing Plan in MT ($12M, 77 participants).
Which Profit Sharing plans cover a similar participant headcount to Progress Foundation 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hawaiiusa Fcu Retirement Plan in HI (386 participants, $56M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941716828.

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.