Profit Sharing · DOL Form 5500 · 2024

Sb Paulson Group Profit Sharing Plan

Data updated 2026-08-25

$271K
Total assets Small plan by assets
21
Participants Small participant base
13th
Percentile by assets National rank
$12,907
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sb Paulson Group Retirement Plan · Sponsored by Sb Paulson Group · California · Other Services

$271K in assets, 21 participants

Sb Paulson Group's Sb Paulson Group Retirement Plan reported $271K in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,090 in Other Services (7,719 peers)

Sb Paulson Group multi-year trail

Sb Paulson Group's plans moved +447.3% in assets from 2022 to 2024; this filing shows Sb Paulson Group Retirement Plan at $271K / 21 participants.

#2,090
in Other Services (7,719 peers)
+24.0%
assets growth YoY

Sb Paulson Group Retirement Plan among the smaller filed plans by assets

Sb Paulson Group Retirement Plan vs every filed plan by assets

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

$271,041 13th percentile higher than 13% 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

Sb Paulson Group Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sb Paulson Group Retirement Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sb Paulson Group Retirement Plan reported net income fell from $169K in the plan year 2023 filing to $52K in the plan year 2024 filing.
  • Sb Paulson Group Retirement Plan end-of-year assets rose from $219K in the plan year 2023 filing to $271K in the plan year 2024 filing.
  • Sb Paulson Group Retirement Plan reported participants fell from 24 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 810709055 · Sb Paulson Group PY 2024 · Profit Sharing

Sb Paulson Group Retirement Plan · $271K · 21 · 13th

  • 5500 $271K
  • ASSETS 21
  • PCT 13th
  • EIN Profit Sharing
  • RANK near Trout Run Holding Company Profit Sharing Plan
  • PHOTO ind #2090

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 →

Sb Paulson Group Retirement Plan in the asset neighbourhood

Sb Paulson Group Retirement PlanSb Paulson Group Retirement …$271KTrout Run Holding Company Profit Sharing PlanTrout Run Holding Company Pr…$271KTp Care Inc Retirement Plan$271KElbrown Enterprises, Inc. Retirement PlanElbrown Enterprises, Inc. Re…$271KGroehler Property Management, Inc. Retirement PlanGroehler Property Management…$271K
End-of-year total assets ($M) among Sb Paulson Group Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Sb Paulson Group multi-year asset trail

Sponsor-wide plan assets over time

All Sb Paulson Group plans reported in each filing year

Latest sponsor-wide plan assets
$271K 447.29222195299246% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.05M $0.27M ▲ +440.0%
Year Plans Participants Total Assets
2022 1 15 $50K
2023 1 24 $219K
2024 1 21 $271K

Sb Paulson Group filing trail (2024)

Total Assets (Beginning of Year)$219K
Net Assets (End of Year)$271K
Net Income$52K
Employer EIN810709055
Plan Effective Date2015-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Sb Paulson Group Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Sb Paulson Group Retirement Plan, Total assets ($B): 0.000271041 · Participants: 21Sb Paulson Group Retirement 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
Sb Paulson Group Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Sb Paulson Group Retirement Plan side-by-side with 3 peers →

Sb Paulson Group Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Trout Run Holding Company Profit Sharing Plan in PA ($271K); by covered participants it is Stay at Home of the Upstate Inc. Retirement Plan in SC (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Sb Paulson Group Retirement Plan assets move in 2024? ▼
Sb Paulson Group Retirement Plan grew sharply - up 24.0% during 2024, from $219K to $271K. Reported net income was $52K.
How have Sb Paulson Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sb Paulson Group's sponsor-wide assets grew 447.3%, from $50K to $271K.
Where does Sb Paulson Group Retirement Plan rank by assets among Form 5500 filers? ▼
Sb Paulson Group Retirement Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sb Paulson Group Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Trout Run Holding Company Profit Sharing Plan in PA ($271K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Sb Paulson Group Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Stay at Home of the Upstate Inc. Retirement Plan in SC (21 participants, $2M 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 810709055.

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.