Profit Sharing · DOL Form 5500 · 2024
M. Joy Spivak Enterprises, Inc. Profit Sharing Plan
Data updated 2026-07-24
- $3M
- Total assets
- 3
- Participants
- 35th
- Percentile by assets
- $1.0M
- Avg per participant
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.
- 35th percentile by assets (of 116,472 plans)
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.
- $3M
- total plan assets (2024 EOY)
- 3
- covered participants
- 35th
- percentile by assets (of 116,472 plans)
- $1.0M
- avg assets per participant
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.
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.
Profit Sharing filing for M. Joy Spivak Enterprises, Inc. Profit Sharing Plan
Profit Sharing filing for plan year 2024: EIN 954804544 ; effective since 2020-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$164K |
| Employer EIN | 954804544 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M. Joy Spivak Enterprises, Inc.)
| 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
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to M. Joy Spivak Enterprises, Inc. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did M. Joy Spivak Enterprises, Inc. Profit Sharing Plan assets move in 2024? ▼
How have M. Joy Spivak Enterprises, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on M. Joy Spivak Enterprises, Inc. Profit Sharing Plan's numbers.
- By total assets, M. Joy Spivak Enterprises, Inc. Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- M. Joy Spivak Enterprises, Inc.'s sponsor-wide assets have grown 1.2% since 2022 across 3 plan years on file. More Real Estate plans
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.