Profit Sharing · DOL Form 5500 · 2024

Appellate Defenders Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 23
Participants Small participant base: 42nd
Percentile by assets National rank: $223,076
Avg per participant Above avg balance/head

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Official DOL plan name: Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan · Sponsored by Appellate Defenders Inc. · California · Professional & Technical Services

$5M in assets, 23 participants

Appellate Defenders Inc.'s Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan reported $5M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

#8,068 in Professional & Technical Services (20,173 peers)

Appellate Defenders Inc. multi-year trail

Appellate Defenders Inc.'s plans moved -19.0% in assets from 2022 to 2024; this filing shows Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan at $5M / 23 participants.

#8,068
in Professional & Technical Services (20,173 peers): -16.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan's mid-pack asset rank among Professional & Technical Services and all filers

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan vs every filed plan by assets

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

$5,130,756 42nd percentile higher than 42% 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

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan is a small filing (23 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan reported net income fell from -$171K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan reported participants fell from 26 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952788316 · Appellate Defenders Inc. PY 2024 · Profit Sharing

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan · $5M · 23 · 42nd

VS-ST $5M
VS-ST 23
VS-ST 42nd
VS-ST Profit Sharing
VS-ST near Housing Solutions of New York 403(b) Plan
VS-ST ind #8068

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Appellate Defenders Inc. multi-year asset trail

Latest sponsor-wide plan assets: $5M 18.96879052444105% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	28	$6M
2023	1	26	$6M
2024	1	23	$5M

Appellate Defenders Inc. filing trail (2024)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$5M
Net Income	-$1M
Employer EIN	952788316
Plan Effective Date	1986-07-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in California

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

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit 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

Compare Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan side-by-side with 3 peers →

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Housing Solutions of New York 403(b) Plan in NY ($5M); by covered participants it is Univision of Puerto Rico Inc.,Union Savings Plan in PR (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Housing Solutions of New York 403(b) Plan (NY) $5M · 430
Drugstrategies Defined Contribution Retirement Plan (DC) $5M · 1
Academia Maria Reina Inc Coda Profit Sharing Plan (PR) $5M · 82
David Lebenbom, P.C., Standard Prototype Profit Sharing Plan&trust (MI) $5M · 3

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

Univision of Puerto Rico Inc.,Union Savings Plan (PR) 23 · 0 off
Overhead Door Company of Sarasota Profit Sharing Plan (FL) 23 · 0 off
Minnesota Council of Nonprofits, Inc. 403(b) Plan (MN) 23 · 0 off
Gibbens Drake Scott, Inc. Employee Stock Ownership Fund (MO) 23 · 0 off

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 Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan assets move in 2024? ▼

Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan declined sharply - down 16.7% during 2024, from $6M to $5M. Reported net income was -$1M.

How have Appellate Defenders Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Appellate Defenders Inc.'s sponsor-wide assets declined 19.0%, from $6M to $5M.

Which Profit Sharing plans are similar in size to Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Housing Solutions of New York 403(b) Plan in NY ($5M, 430 participants).

Which Profit Sharing plans cover a similar participant headcount to Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Univision of Puerto Rico Inc.,Union Savings Plan in PR (23 participants, N/A 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 952788316.