Profit Sharing · DOL Form 5500 · 2024

The Paper Boat Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
24th
Percentile by assets National rank
$106,472
Avg per participant Below avg balance/head
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Official DOL plan name: The Paper Boat Retirement Plan · Sponsored by The Paper Boat · California · Educational Services

$1M in assets, 10 participants

The Paper Boat's The Paper Boat Retirement Plan reported $1M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #546 in Educational Services (3,638 peers)

The Paper Boat multi-year trail

The Paper Boat's plans moved +28.5% in assets from 2022 to 2024; this filing shows The Paper Boat Retirement Plan at $1M / 10 participants.

#546
in Educational Services (3,638 peers)
+14.9%
assets growth YoY

The Paper Boat Retirement Plan among the smaller filed plans by assets

The Paper Boat Retirement Plan vs every filed plan by assets

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

$1,064,715 24th percentile higher than 24% 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

The Paper Boat Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Paper Boat Retirement Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Paper Boat Retirement Plan reported net income rose from $98K in the plan year 2023 filing to $138K in the plan year 2024 filing.
  • The Paper Boat Retirement Plan reported participants rose from 8 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • The Paper Boat Retirement Plan end-of-year assets rose from $927K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 301200765 · The Paper Boat PY 2024 · Profit Sharing

The Paper Boat Retirement Plan · $1M · 10 · 24th

  • BOY $1M
  • SCH 10
  • EBSA 24th
  • PART Profit Sharing
  • TYPE near Judith C. Slawsky, Ea, Cfp Profit Sharing Plan
  • NET ind #546

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 Educational Services retirement plans → · Plans in California →

The Paper Boat Retirement Plan in the asset neighbourhood

Christopher J. Garner Profit Sharing PlanChristopher J. Garner Profit…$1MFrancke Farms Inc. Profit Sharing PlanFrancke Farms Inc. Profit Sh…$1MThe Paper Boat Retirement PlanThe Paper Boat Retirement Pl…$1MJudith C. Slawsky, Ea, Cfp Profit Sharing PlanJudith C. Slawsky, Ea, Cfp P…$1MHempton Holdings Tx Corporation Profit Sharing PlanHempton Holdings Tx Corporat…$1M
End-of-year total assets ($M) among The Paper Boat Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

The Paper Boat multi-year asset trail

Sponsor-wide plan assets over time

All The Paper Boat plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.4744134749625% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M 202220232024 $0.83M $1.06M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 7 $829K
2023 1 8 $927K
2024 1 10 $1M

The Paper Boat filing trail (2024)

Total Assets (Beginning of Year)$927K
Net Assets (End of Year)$1M
Net Income$138K
Employer EIN301200765
Plan Effective Date2019-06-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

The Paper Boat Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants The Paper Boat Retirement Plan, Total assets ($B): 0.001064715 · Participants: 10The Paper Boat 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
The Paper Boat Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare The Paper Boat Retirement Plan side-by-side with 3 peers →

The Paper Boat Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Judith C. Slawsky, Ea, Cfp Profit Sharing Plan in HI ($1M); by covered participants it is Ts Cafe Incorporated Retirement Plan in PA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 The Paper Boat Retirement Plan assets move in 2024? ▼
The Paper Boat Retirement Plan grew at a solid clip - up 14.9% during 2024, from $927K to $1M. Reported net income was $138K.
How have The Paper Boat plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Paper Boat's sponsor-wide assets grew 28.5%, from $829K to $1M.
Where does The Paper Boat Retirement Plan rank by assets among Form 5500 filers? ▼
The Paper Boat Retirement Plan ranks in the 24th 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 The Paper Boat Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Judith C. Slawsky, Ea, Cfp Profit Sharing Plan in HI ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to The Paper Boat Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ts Cafe Incorporated Retirement Plan in PA (10 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 301200765.

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.