Profit Sharing · DOL Form 5500 · 2024

Paul R. Earnhart, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
3
Participants Small participant base
49th
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Paul R. Earnhart, Inc. Retirement Plan · Sponsored by Paul R. Earnhart, Inc. · California · Real Estate

$7M in assets, 3 participants

Paul R. Earnhart, Inc.'s Paul R. Earnhart, Inc. Retirement Plan reported $7M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,141 in Real Estate (4,605 peers)

Paul R. Earnhart, Inc. multi-year trail

Paul R. Earnhart, Inc.'s plans moved +22.9% in assets from 2022 to 2024; this filing shows Paul R. Earnhart, Inc. Retirement Plan at $7M / 3 participants.

#3,141
in Real Estate (4,605 peers)
+8.6%
assets growth YoY

Paul R. Earnhart, Inc. Retirement Plan's mid-pack asset rank among Real Estate and all filers

Paul R. Earnhart, Inc. Retirement Plan vs every filed plan by assets

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

$7,282,936 49th percentile higher than 49% 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

Paul R. Earnhart, Inc. Retirement 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. Paul R. Earnhart, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Paul R. Earnhart, Inc. Retirement Plan reported net income fell from $780K in the plan year 2023 filing to $579K in the plan year 2024 filing.
  • Paul R. Earnhart, Inc. Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330110218 · Paul R. Earnhart, Inc. PY 2024 · Profit Sharing

Paul R. Earnhart, Inc. Retirement Plan · $7M · 3 · 49th

  • SCH $7M
  • EBSA 3
  • PART 49th
  • TYPE Profit Sharing
  • NET near Roy H. Reeve Agency, Inc. Profit Sharing Plan
  • BOOK ind #3141

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 →

Paul R. Earnhart, Inc. Retirement Plan in the asset neighbourhood

Sanderson Custom Homes LLC Profit Sharing PlanSanderson Custom Homes LLC P…$7MAutogermana Bmw 1165(e) Savings PlanAutogermana Bmw 1165(e) Savi…$7MSeacrest Country Day School Defined Contribution Retirement PlanSeacrest Country Day School …$7MRoy H. Reeve Agency, Inc. Profit Sharing PlanRoy H. Reeve Agency, Inc. Pr…$7MPaul R. Earnhart, Inc. Retirement PlanPaul R. Earnhart, Inc. Retir…$7M
End-of-year total assets ($M) among Paul R. Earnhart, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Paul R. Earnhart, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Paul R. Earnhart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 22.94387933128611% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.92M $7.28M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 3 $6M
2023 1 3 $7M
2024 1 3 $7M

Paul R. Earnhart, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$579K
Employer EIN330110218
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Paul R. Earnhart, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Paul R. Earnhart, Inc. Retirement Plan, Total assets ($B): 0.007282936 · Participants: 3Paul R. Earnhart, Inc. Retirement 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
Paul R. Earnhart, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Paul R. Earnhart, Inc. Retirement Plan side-by-side with 3 peers →

Paul R. Earnhart, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Roy H. Reeve Agency, Inc. Profit Sharing Plan in NY ($7M); 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 Paul R. Earnhart, Inc. Retirement Plan assets move in 2024? ▼
Paul R. Earnhart, Inc. Retirement Plan grew at a solid clip - up 8.6% during 2024, from $7M to $7M. Reported net income was $579K.
How have Paul R. Earnhart, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul R. Earnhart, Inc.'s sponsor-wide assets grew 22.9%, from $6M to $7M.
Which Profit Sharing plans are similar in size to Paul R. Earnhart, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Roy H. Reeve Agency, Inc. Profit Sharing Plan in NY ($7M, 30 participants).
Which Profit Sharing plans cover a similar participant headcount to Paul R. Earnhart, Inc. Retirement 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 330110218.

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.