Profit Sharing · DOL Form 5500 · 2023

Prima Bera Inc. Profit Sharing Plan

Data updated 2026-08-25

$608K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$303,986
Avg per participant High balance/head
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Official DOL plan name: Prima Bera Inc. Retirement Plan · Sponsored by Prima Bera Inc. · California · Administrative & Support Services

$608K in assets, 2 participants

Prima Bera Inc.'s Prima Bera Inc. Retirement Plan reported $608K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,800 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Prima Bera Inc. Retirement Plan ranks #1,800 of 4,372 2023 filers by assets (4746% of the sector average)-$608K for 2 participants.

#1,800
in Administrative & Support Services (4,372 peers)
+8.4%
assets growth YoY

Prima Bera Inc. Retirement Plan among the smaller filed plans by assets

Prima Bera Inc. Retirement Plan vs every filed plan by assets

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

$607,971 20th percentile higher than 20% 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

Prima Bera Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Prima Bera Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Prima Bera Inc. Retirement Plan reported net income fell from $213K in the plan year 2022 filing to $47K in the plan year 2023 filing.
  • Prima Bera Inc. Retirement Plan end-of-year assets rose from $561K in the plan year 2022 filing to $608K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 811762916 · Prima Bera Inc. PY 2023 · Profit Sharing

Prima Bera Inc. Retirement Plan · $608K · 2 · 20th

  • TYPE $608K
  • NET 2
  • BOOK 20th
  • VS-ST Profit Sharing
  • BOY near Dos J Fit Corporation Retirement Plan
  • SCH ind #1800

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 Administrative & Support Services retirement plans → · Plans in California →

Prima Bera Inc. Retirement Plan in the asset neighbourhood

Prima Bera Inc. Retirement PlanPrima Bera Inc. Retirement P…$608KDos J Fit Corporation Retirement PlanDos J Fit Corporation Retire…$608KM & K Services, Inc. Retirement PlanM & K Services, Inc. Retirem…$609KRoebuck Lumber Company, Inc. Profit Sharing PlanRoebuck Lumber Company, Inc.…$609KRobert H Clark Inc Profit Sharing Plan & TrustRobert H Clark Inc Profit Sh…$607K
End-of-year total assets ($M) among Prima Bera Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$561K
Net Assets (End of Year)$608K
Net Income$47K
Employer EIN811762916
Plan Effective Date2016-08-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Prima Bera Inc.)

Sponsor-wide plan assets over time

All Prima Bera Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$364K 35.09075225276605% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.56M $0.36M ▼ -35.7%
Year Plans Participants Total Assets
2022 1 2 $561K
2023 1 2 $608K
2024 1 2 $364K

Nearby Profit Sharing Plans in California

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

Prima Bera Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Prima Bera Inc. Retirement Plan, Total assets ($B): 0.000607971 · Participants: 2Prima Bera Inc. 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
Prima Bera Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Prima Bera Inc. Retirement Plan side-by-side with 3 peers →

Prima Bera Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Dos J Fit Corporation Retirement Plan in TX ($608K); 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 Prima Bera Inc. Retirement Plan assets move in 2023? ▼
Prima Bera Inc. Retirement Plan grew at a solid clip - up 8.4% during 2023, from $561K to $608K. Reported net income was $47K.
How have Prima Bera Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Prima Bera Inc.'s sponsor-wide assets declined 35.1%, from $561K to $364K.
Where does Prima Bera Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Prima Bera Inc. Retirement Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Prima Bera Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dos J Fit Corporation Retirement Plan in TX ($608K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Prima Bera Inc. Retirement Plan? ▼
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 811762916.

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.