Profit Sharing · DOL Form 5500 · 2024

Arboleda Corporation Profit Sharing Plan

Data updated 2026-08-25

$198K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$99,044
Avg per participant Below avg balance/head
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Official DOL plan name: Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan · Sponsored by Arboleda Corporation · California · Agriculture, Forestry & Fishing

$198K in assets, 2 participants

Arboleda Corporation's Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan reported $198K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • #94 in Agriculture, Forestry & Fishing (1,217 peers)

Arboleda Corporation multi-year trail

Arboleda Corporation's plans moved -60.6% in assets from 2022 to 2024; this filing shows Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan at $198K / 2 participants.

#94
in Agriculture, Forestry & Fishing (1,217 peers)
+88.7%
assets growth YoY

Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan among the smaller filed plans by assets

Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan vs every filed plan by assets

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

$198,088 10th percentile higher than 10% 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

Morgan Stanley Smith Barney Vip Plus Profit Sharing 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. Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan reported net income rose from -$397K in the plan year 2023 filing to $93K in the plan year 2024 filing.
  • Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan end-of-year assets rose from $105K in the plan year 2023 filing to $198K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952197107 · Arboleda Corporation PY 2024 · Profit Sharing

Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan · $198K · 2 · 10th

  • RANK $198K
  • PHOTO 2
  • IND 10th
  • EOY Profit Sharing
  • 5500 near Mahogany Properties Inc. Retirement Plan
  • ASSETS ind #94

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan in the asset neighbourhood

Morgan Stanley Smith Barney Vip Plus Profit Sharing PlanMorgan Stanley Smith Barney …$198KMahogany Properties Inc. Retirement PlanMahogany Properties Inc. Ret…$198KAt Ease Retreat Corporation Retirement PlanAt Ease Retreat Corporation …$198KCedar House on Sound Inc. Retirement PlanCedar House on Sound Inc. Re…$198KThe Detiveaux Corporation Retirement PlanThe Detiveaux Corporation Re…$198K
End-of-year total assets ($M) among Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Arboleda Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Arboleda Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$198K 60.57189148950146% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.5M $0.2M ▼ -60.0%
Year Plans Participants Total Assets
2022 1 2 $502K
2023 1 2 $105K
2024 1 2 $198K

Arboleda Corporation filing trail (2024)

Total Assets (Beginning of Year)$105K
Net Assets (End of Year)$198K
Net Income$93K
Employer EIN952197107
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan, Total assets ($B): 0.000198088 · Participants: 2Morgan Stanley Smith Barney Vip Plus 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
Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan side-by-side with 3 peers →

Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Mahogany Properties Inc. Retirement Plan in IL ($198K); 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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan assets move in 2024? ▼
Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan surged - up 88.7% during 2024, from $105K to $198K. Reported net income was $93K.
How have Arboleda Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arboleda Corporation's sponsor-wide assets declined 60.6%, from $502K to $198K.
Where does Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan ranks in the 10th 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 Morgan Stanley Smith Barney Vip Plus Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mahogany Properties Inc. Retirement Plan in IL ($198K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Morgan Stanley Smith Barney Vip Plus Profit Sharing 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952197107.

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.