Profit Sharing · DOL Form 5500 · 2024

M. Joy Spivak Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
35th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: M. Joy Spivak Enterprises, Inc. Profit Sharing Plan · Sponsored by M. Joy Spivak Enterprises, Inc. · California · Real Estate

$3M in assets, 3 participants

M. Joy Spivak Enterprises, Inc.'s M. Joy Spivak Enterprises, Inc. Profit Sharing Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,505 in Real Estate (4,605 peers)

What the 2024 filing shows

M. Joy Spivak Enterprises, Inc. Profit Sharing Plan holds $3M for 3 participants - about $1.0M per participant, in the lower half of filed plans by assets.

#2,505
in Real Estate (4,605 peers)
-5.0%
assets change YoY

The plan reported a net loss of $164K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M. Joy Spivak Enterprises, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

M. Joy Spivak Enterprises, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,149,505 35th percentile higher than 35% 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

M. Joy Spivak Enterprises, Inc. 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. M. Joy Spivak Enterprises, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • M. Joy Spivak Enterprises, Inc. Profit Sharing Plan reported net income fell from $202K in the plan year 2023 filing to -$164K in the plan year 2024 filing.
  • M. Joy Spivak Enterprises, Inc. Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954804544 · M. Joy Spivak Enterprises, Inc. PY 2024 · Profit Sharing

M. Joy Spivak Enterprises, Inc. Profit Sharing Plan · $3M · 3 · 35th

  • EOY $3M
  • EOY 3
  • EOY 35th
  • EOY Profit Sharing
  • EOY near Steven R. Harris Retirement Plan and Trust
  • EOY ind #2505

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 →

M. Joy Spivak Enterprises, Inc. Profit Sharing Plan in the asset neighbourhood

Gray Holdings, Inc. Retirement PlanGray Holdings, Inc. Retireme…$3MM. Joy Spivak Enterprises, Inc. Profit Sharing PlanM. Joy Spivak Enterprises, I…$3MSteven R. Harris Retirement Plan and TrustSteven R. Harris Retirement …$3MEndocrinology Associates, S.C. Profit Sharing PlanEndocrinology Associates, S.…$3MHeldt Lumber Co., Inc. Profit Sharing PlanHeldt Lumber Co., Inc. Profi…$3M
End-of-year total assets ($M) among M. Joy Spivak Enterprises, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$164K
Employer EIN954804544
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M. Joy Spivak Enterprises, Inc.)

Sponsor-wide plan assets over time

All M. Joy Spivak Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.215256018433713% vs 2022
2024 filing year
$3M$3.1M$3.2M$3.3M$3.4M 202220232024 $3.11M $3.15M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $3M

Nearby Profit Sharing Plans in California

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

M. Joy Spivak Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants M. Joy Spivak Enterprises, Inc. Profit Sharing Plan, Total assets ($B): 0.003149505 · Participants: 3M. Joy Spivak Enterprises, 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
M. Joy Spivak Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare M. Joy Spivak Enterprises, Inc. Profit Sharing Plan side-by-side with 3 peers →

M. Joy Spivak Enterprises, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Steven R. Harris Retirement Plan and Trust in NY ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 M. Joy Spivak Enterprises, Inc. Profit Sharing Plan assets move in 2024? ▼
M. Joy Spivak Enterprises, Inc. Profit Sharing Plan edged down modestly - down 5.0% during 2024, from $3M to $3M. Reported net income was -$164K.
How have M. Joy Spivak Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M. Joy Spivak Enterprises, Inc.'s sponsor-wide assets grew 1.2%, from $3M to $3M.
Which Profit Sharing plans are similar in size to M. Joy Spivak Enterprises, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Steven R. Harris Retirement Plan and Trust in NY ($3M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to M. Joy Spivak Enterprises, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 954804544.

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.