Profit Sharing · DOL Form 5500 · 2023

Monchek and Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$684,031
Avg per participant High balance/head
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Official DOL plan name: Monchek and Associates, Inc. Profit Sharing Plan a · Sponsored by Monchek and Associates, Inc. · California · Other Services

$1M in assets, 2 participants

Monchek and Associates, Inc.'s Monchek and Associates, Inc. Profit Sharing Plan a reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,034 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Monchek and Associates, Inc. Profit Sharing Plan a ranks #4,034 of 7,857 2023 filers by assets (1467% of the sector average)-$1M for 2 participants.

#4,034
in Other Services (7,857 peers)
+14.3%
assets growth YoY

Monchek and Associates, Inc. Profit Sharing Plan a among the smaller filed plans by assets

Monchek and Associates, Inc. Profit Sharing Plan a vs every filed plan by assets

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

$1,368,061 26th percentile higher than 26% 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

Monchek and Associates, Inc. Profit Sharing Plan a among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monchek and Associates, Inc. Profit Sharing Plan a is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monchek and Associates, Inc. Profit Sharing Plan a reported net income fell from $454K in the plan year 2022 filing to $172K in the plan year 2023 filing.
  • Monchek and Associates, Inc. Profit Sharing Plan a end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201982047 · Monchek and Associates, Inc. PY 2023 · Profit Sharing

Monchek and Associates, Inc. Profit Sharing Plan a · $1M · 2 · 26th

  • IND $1M
  • EOY 2
  • 5500 26th
  • ASSETS Profit Sharing
  • PCT near Scott Lee 1222 Corp. Profit Sharing Plan
  • EIN ind #4034

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 →

Monchek and Associates, Inc. Profit Sharing Plan a in the asset neighbourhood

Monchek and Associates, Inc. Profit Sharing Plan aMonchek and Associates, Inc.…$1MScott Lee 1222 Corp. Profit Sharing PlanScott Lee 1222 Corp. Profit …$1MPrecision Transportation Solutions, Inc. Retirement PlanPrecision Transportation Sol…$1MChildren's Home Society of New Jersey Retirement PlanChildren's Home Society of N…$1MCardiovascular Surgery Intl Inc. Profit Sharing PlanCardiovascular Surgery Intl …$1M
End-of-year total assets ($M) among Monchek and Associates, Inc. Profit Sharing Plan a and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$172K
Employer EIN201982047
Plan Effective Date2004-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monchek and Associates, Inc.)

Sponsor-wide plan assets over time

All Monchek and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 33.38629083278106% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.2M $1.6M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $2M

Nearby Profit Sharing Plans in California

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

Monchek and Associates, Inc. Profit Sharing Plan a vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Monchek and Associates, Inc. Profit Sharing Plan a, Total assets ($B): 0.001368061 · Participants: 2Monchek and Associates, Inc. Profit Sharing Plan aIntel 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
Monchek and Associates, Inc. Profit Sharing Plan a vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Monchek and Associates, Inc. Profit Sharing Plan a side-by-side with 3 peers →

Monchek and Associates, Inc. Profit Sharing Plan a's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Scott Lee 1222 Corp. Profit Sharing Plan in NY ($1M); 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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Monchek and Associates, Inc. Profit Sharing Plan a assets move in 2023? ▼
Monchek and Associates, Inc. Profit Sharing Plan a grew at a solid clip - up 14.3% during 2023, from $1M to $1M. Reported net income was $172K.
How have Monchek and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monchek and Associates, Inc.'s sponsor-wide assets grew 33.4%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Monchek and Associates, Inc. Profit Sharing Plan a? ▼
Among Profit Sharing plans in other states, the closest by assets is Scott Lee 1222 Corp. Profit Sharing Plan in NY ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Monchek and Associates, Inc. Profit Sharing Plan a? ▼
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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201982047.

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.