Profit Sharing · DOL Form 5500 · 2024

Ghansen Investments Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Ghansen Investments Retirement Plan · Sponsored by Ghansen Investments · California · Construction

$1M in assets, 1 participants

Ghansen Investments's Ghansen Investments Retirement Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,013 in Construction (9,039 peers)

2024 asset change

Ghansen Investments Retirement Plan declined sharply 25.3% in 2024 ($1M → $1M) for 1 participant.

#2,013
in Construction (9,039 peers)
-25.3%
assets change YoY

The plan reported a net loss of $363K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ghansen Investments Retirement Plan among the smaller filed plans by assets

Ghansen Investments Retirement Plan vs every filed plan by assets

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

$1,068,893 24th percentile higher than 24% 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

Ghansen Investments 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. Ghansen Investments Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ghansen Investments Retirement Plan reported net income fell from $368K in the plan year 2023 filing to -$363K in the plan year 2024 filing.
  • Ghansen Investments Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 873106014 · Ghansen Investments PY 2024 · Profit Sharing

Ghansen Investments Retirement Plan · $1M · 1 · 24th

  • BOY $1M
  • BOY 1
  • BOY 24th
  • BOY Profit Sharing
  • BOY near Trueman Brown Profit Sharing Plan
  • BOY ind #2013

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 Construction retirement plans → · Plans in California →

Ghansen Investments Retirement Plan in the asset neighbourhood

Ghansen Investments Retirement PlanGhansen Investments Retireme…$1MTrueman Brown Profit Sharing PlanTrueman Brown Profit Sharing…$1MHogue Home Services Inc. Retirement PlanHogue Home Services Inc. Ret…$1MRielly Radcliffe, Inc. Profit Sharing PlanRielly Radcliffe, Inc. Profi…$1MZoza Wellness, Inc. Retirement PlanZoza Wellness, Inc. Retireme…$1M
End-of-year total assets ($M) among Ghansen Investments Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ghansen Investments years around the 2024 move

Sponsor-wide plan assets over time

All Ghansen Investments plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.4861232540080961% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.06M $1.07M ▲ +0.9%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$363K
Employer EIN873106014
Plan Effective Date2021-10-29
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Ghansen Investments Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Ghansen Investments Retirement Plan, Total assets ($B): 0.001068893 · Participants: 1Ghansen Investments 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
Ghansen Investments Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Ghansen Investments Retirement Plan side-by-side with 3 peers →

Ghansen Investments Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Trueman Brown Profit Sharing Plan in IL ($1M); 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.

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.

Frequently Asked Questions

How did Ghansen Investments Retirement Plan assets move in 2024? ▼
Ghansen Investments Retirement Plan declined sharply - down 25.3% during 2024, from $1M to $1M. Reported net income was -$363K.
How have Ghansen Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ghansen Investments's sponsor-wide assets grew 0.5%, from $1M to $1M.
Where does Ghansen Investments Retirement Plan rank by assets among Form 5500 filers? ▼
Ghansen Investments Retirement Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Ghansen Investments Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Trueman Brown Profit Sharing Plan in IL ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Ghansen Investments Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 873106014.

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.