Profit Sharing · DOL Form 5500 · 2024

Rachel E. Friesen Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
27th
Percentile by assets National rank
$131,894
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Handel and Wilson Farms, LLC · Sponsored by Rachel E. Friesen · California · Agriculture, Forestry & Fishing

$2M in assets, 12 participants

Rachel E. Friesen's Handel and Wilson Farms, LLC reported $2M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

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

Rachel E. Friesen multi-year trail

Rachel E. Friesen's plans moved +23.1% in assets from 2022 to 2024; this filing shows Handel and Wilson Farms, LLC at $2M / 12 participants.

#329
in Agriculture, Forestry & Fishing (1,217 peers)
+8.8%
assets growth YoY

Handel and Wilson Farms, LLC among the smaller filed plans by assets

Handel and Wilson Farms, LLC vs every filed plan by assets

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

$1,582,728 27th percentile higher than 27% 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

Handel and Wilson Farms, LLC among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Handel and Wilson Farms, LLC is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Handel and Wilson Farms, LLC reported net income fell from $170K in the plan year 2023 filing to $128K in the plan year 2024 filing.
  • Handel and Wilson Farms, LLC end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Handel and Wilson Farms, LLC reported participants fell from 13 in the plan year 2023 filing to 12 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 542165336 · Rachel E. Friesen PY 2024 · Profit Sharing

Handel and Wilson Farms, LLC · $2M · 12 · 27th

  • EOY $2M
  • EOY 12
  • EOY 27th
  • EOY Profit Sharing
  • EOY near Attorney Timothy F Sullivan Profit Sharing Plan
  • EOY ind #329

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 →

Handel and Wilson Farms, LLC in the asset neighbourhood

Handel and Wilson Farms, LLC$2MAttorney Timothy F Sullivan Profit Sharing PlanAttorney Timothy F Sullivan …$2MVentilation Power Cleaning, Inc. Profit Sharing PlanVentilation Power Cleaning, …$2MWatkins Diane Inc. Retirement PlanWatkins Diane Inc. Retiremen…$2MEmg Ventures, Inc. Retirement PlanEmg Ventures, Inc. Retiremen…$2M
End-of-year total assets ($M) among Handel and Wilson Farms, LLC and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Rachel E. Friesen multi-year asset trail

Sponsor-wide plan assets over time

All Rachel E. Friesen plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.1427573312876% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.29M $1.58M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 14 $1M
2023 1 13 $1M
2024 1 12 $2M

Rachel E. Friesen filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$128K
Employer EIN542165336
Plan Effective Date1992-12-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Handel and Wilson Farms, LLC vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Handel and Wilson Farms, LLC, Total assets ($B): 0.001582728 · Participants: 12Handel and Wilson Farms, LLCScpmg 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
Handel and Wilson Farms, LLC vs. nearby Profit Sharing plans in California, assets vs. participants

Handel and Wilson Farms, LLC's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Attorney Timothy F Sullivan Profit Sharing Plan in CT ($2M); by covered participants it is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Handel and Wilson Farms, LLC assets move in 2024?
Handel and Wilson Farms, LLC grew at a solid clip - up 8.8% during 2024, from $1M to $2M. Reported net income was $128K.
How have Rachel E. Friesen plan assets changed over time?
Across 3 plan years on file (2022-2024), Rachel E. Friesen's sponsor-wide assets grew 23.1%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Handel and Wilson Farms, LLC?
Among Profit Sharing plans in other states, the closest by assets is Attorney Timothy F Sullivan Profit Sharing Plan in CT ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Handel and Wilson Farms, LLC?
Among Profit Sharing plans in other states, the closest by covered participants is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants, N/A in assets).