Profit Sharing · DOL Form 5500 · 2024
The George Sorich Company Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $6.5M
- Avg per participant High balance/head
Official DOL plan name: The George Sorich Company Profit-Sharing Plan · Sponsored by The George Sorich Company · California · Real Estate
$6M in assets, 1 participants
The George Sorich Company's The George Sorich Company Profit-Sharing Plan reported $6M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #3,060 in Real Estate (4,605 peers)
The George Sorich Company multi-year trail
The George Sorich Company's plans moved +14.6% in assets from 2022 to 2024; this filing shows The George Sorich Company Profit-Sharing Plan at $6M / 1 participant.
- #3,060
- in Real Estate (4,605 peers)
- +1.3%
- assets growth YoY
The George Sorich Company Profit-Sharing Plan's mid-pack asset rank among Real Estate and all filers
The George Sorich Company Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,493,149 47th percentile higher than 47% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The George Sorich Company 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. The George Sorich Company Profit-Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The George Sorich Company Profit-Sharing Plan reported net income fell from $742K in the plan year 2023 filing to $84K in the plan year 2024 filing.
- The George Sorich Company Profit-Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 942674470 · The George Sorich Company PY 2024 · Profit Sharing
The George Sorich Company Profit-Sharing Plan · $6M · 1 · 47th
- BOOK $6M
- VS-ST 1
- BOY 47th
- SCH Profit Sharing
- EBSA near Clifford J. Cutler, Ltd. Profit Sharing Plan and Trust
- PART ind #3060
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 →
The George Sorich Company Profit-Sharing Plan in the asset neighbourhood
The George Sorich Company multi-year asset trail
Sponsor-wide plan assets over time
All The George Sorich Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 14.57549280624287% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $6M |
| 2023 | 1 | 1 | $6M |
| 2024 | 1 | 1 | $6M |
The George Sorich Company filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $84K |
| Employer EIN | 942674470 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
The George Sorich Company Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Clifford J. Cutler, Ltd. Profit Sharing Plan and Trust in AZ ($6M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.