Profit Sharing · DOL Form 5500 · 2024

Specialized Realty, Inc Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
13
Participants Small participant base
45th
Percentile by assets National rank
$445,462
Avg per participant High balance/head
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Official DOL plan name: Specialized Realty, Inc. Profit Sharing Plan · Sponsored by Specialized Realty, Inc · California · Real Estate

$6M in assets, 13 participants

Specialized Realty, Inc's Specialized Realty, Inc. Profit Sharing Plan reported $6M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,954 in Real Estate (4,605 peers)

Specialized Realty, Inc multi-year trail

Specialized Realty, Inc's plans moved +26.8% in assets from 2022 to 2024; this filing shows Specialized Realty, Inc. Profit Sharing Plan at $6M / 13 participants.

#2,954
in Real Estate (4,605 peers)
+7.2%
assets growth YoY

Specialized Realty, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Specialized Realty, Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,791,012 45th percentile higher than 45% 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

Specialized Realty, Inc. Profit Sharing 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. Specialized Realty, Inc. Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Specialized Realty, Inc. Profit Sharing Plan reported net income fell from $837K in the plan year 2023 filing to $388K in the plan year 2024 filing.
  • Specialized Realty, Inc. Profit Sharing Plan reported participants rose from 12 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Specialized Realty, Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 954766808 · Specialized Realty, Inc PY 2024 · Profit Sharing

Specialized Realty, Inc. Profit Sharing Plan · $6M · 13 · 45th

  • RANK $6M
  • RANK 13
  • RANK 45th
  • RANK Profit Sharing
  • RANK near Seamens Society for Children and Families 403(b) Plan
  • RANK ind #2954

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 Real Estate retirement plans → · Plans in California →

Specialized Realty, Inc. Profit Sharing Plan in the asset neighbourhood

The Jensen Machine Company Profit Sharing PlanThe Jensen Machine Company P…$6MSpecialized Realty, Inc. Profit Sharing PlanSpecialized Realty, Inc. Pro…$6MSeamens Society for Children and Families 403(b) PlanSeamens Society for Children…$6MMilestone Senior Services 403(b) Retirement Savings PlanMilestone Senior Services 40…$6MMarengo Tool and Die Works Inc. Profit Sharing PlanMarengo Tool and Die Works I…$6M
End-of-year total assets ($M) among Specialized Realty, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Specialized Realty, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Specialized Realty, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 26.82374733065145% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.57M $5.79M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 11 $5M
2023 1 12 $5M
2024 1 13 $6M

Specialized Realty, Inc filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$388K
Employer EIN954766808
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Specialized Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Specialized Realty, Inc. Profit Sharing Plan, Total assets ($B): 0.005791012 · Participants: 13Specialized Realty, Inc. Profit Sharing 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
Specialized Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Specialized Realty, Inc. Profit Sharing Plan side-by-side with 3 peers →

Specialized Realty, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Seamens Society for Children and Families 403(b) Plan in NY ($6M); by covered participants it is E-Bond Epoxies, Inc. Profit Sharing Plan and Trust in FL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Specialized Realty, Inc. Profit Sharing Plan assets move in 2024? ▼
Specialized Realty, Inc. Profit Sharing Plan grew at a solid clip - up 7.2% during 2024, from $5M to $6M. Reported net income was $388K.
How have Specialized Realty, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Specialized Realty, Inc's sponsor-wide assets grew 26.8%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Specialized Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Seamens Society for Children and Families 403(b) Plan in NY ($6M, 159 participants).
Which Profit Sharing plans cover a similar participant headcount to Specialized Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is E-Bond Epoxies, Inc. Profit Sharing Plan and Trust in FL (13 participants, 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 954766808.

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.