Profit Sharing · DOL Form 5500 · 2024

Felice & Filice, Incorporated Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1
Participants Small participant base
42nd
Percentile by assets National rank
$5.0M
Avg per participant High balance/head
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Official DOL plan name: Felice & Filice, Incorporated Profit Sharing Plan and Trust · Sponsored by Felice & Filice, Incorporated · California · Retail Trade

$5M in assets, 1 participants

Felice & Filice, Incorporated's Felice & Filice, Incorporated Profit Sharing Plan and Trust reported $5M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,251 in Retail Trade (8,048 peers)

Felice & Filice, Incorporated multi-year trail

Felice & Filice, Incorporated's plans moved +14.0% in assets from 2022 to 2024; this filing shows Felice & Filice, Incorporated Profit Sharing Plan and Trust at $5M / 1 participant.

#4,251
in Retail Trade (8,048 peers)
+3.0%
assets growth YoY

Felice & Filice, Incorporated Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Felice & Filice, Incorporated Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,038,823 42nd percentile higher than 42% 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

Felice & Filice, Incorporated Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Felice & Filice, Incorporated Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Felice & Filice, Incorporated Profit Sharing Plan and Trust reported net income fell from $471K in the plan year 2023 filing to $149K in the plan year 2024 filing.
  • Felice & Filice, Incorporated Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942184310 · Felice & Filice, Incorporated PY 2024 · Profit Sharing

Felice & Filice, Incorporated Profit Sharing Plan and Trust · $5M · 1 · 42nd

  • 5500 $5M
  • 5500 1
  • 5500 42nd
  • 5500 Profit Sharing
  • 5500 near Stephen J. Klein, D.D.S. Defined Contribution Plan
  • 5500 ind #4251

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 →

Felice & Filice, Incorporated Profit Sharing Plan and Trust in the asset neighbourhood

Felice & Filice, Incorporated Profit Sharing Plan and TrustFelice & Filice, Incorporate…$5MStephen J. Klein, D.D.S. Defined Contribution PlanStephen J. Klein, D.D.S. Def…$5MAll Metal Sales, Inc. Profit Sharing PlanAll Metal Sales, Inc. Profit…$5MNewman and Caribe Profit Sharing Retirement PlanNewman and Caribe Profit Sha…$5MFelix J. Seda Ent, Psc Retirement PlanFelix J. Seda Ent, Psc Retir…$5M
End-of-year total assets ($M) among Felice & Filice, Incorporated Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Felice & Filice, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Felice & Filice, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$5M 14.02809865100858% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.42M $5.04M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 1 $4M
2023 1 1 $5M
2024 2 2 $5M

Felice & Filice, Incorporated filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$149K
Employer EIN942184310
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Felice & Filice, Incorporated Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Felice & Filice, Incorporated Profit Sharing Plan and Trust, Total assets ($B): 0.005038823 · Participants: 1Felice & Filice, Incorporated Profit Sharing Plan and TrustScpmg 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
Felice & Filice, Incorporated Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Felice & Filice, Incorporated Profit Sharing Plan and Trust side-by-side with 3 peers →

Felice & Filice, Incorporated Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Stephen J. Klein, D.D.S. Defined Contribution Plan in NY ($5M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Felice & Filice, Incorporated Profit Sharing Plan and Trust assets move in 2024? ▼
Felice & Filice, Incorporated Profit Sharing Plan and Trust edged up modestly - up 3.0% during 2024, from $5M to $5M. Reported net income was $149K.
How have Felice & Filice, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Felice & Filice, Incorporated's sponsor-wide assets grew 14.0%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Felice & Filice, Incorporated Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Stephen J. Klein, D.D.S. Defined Contribution Plan in NY ($5M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Felice & Filice, Incorporated Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 942184310.

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.