Profit Sharing · DOL Form 5500 · 2024

Robert Broucaret Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$546,404
Avg per participant High balance/head
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Official DOL plan name: Broucaret Profit Sharing Plan & Trust · Sponsored by Robert Broucaret · California · Professional & Technical Services

$1M in assets, 2 participants

Robert Broucaret's Broucaret Profit Sharing Plan & Trust reported $1M in total assets and 2 participants 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.

  • #3,813 in Professional & Technical Services (20,173 peers)

Robert Broucaret multi-year trail

Robert Broucaret's plans moved +42.1% in assets from 2022 to 2024; this filing shows Broucaret Profit Sharing Plan & Trust at $1M / 2 participants.

#3,813
in Professional & Technical Services (20,173 peers)
+12.3%
assets growth YoY

Broucaret Profit Sharing Plan & Trust among the smaller filed plans by assets

Broucaret Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,092,807 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

Broucaret Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Broucaret Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Broucaret Profit Sharing Plan & Trust reported net income fell from $204K in the plan year 2023 filing to $120K in the plan year 2024 filing.
  • Broucaret Profit Sharing Plan & Trust end-of-year assets rose from $973K 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 941519464 · Robert Broucaret PY 2024 · Profit Sharing

Broucaret Profit Sharing Plan & Trust · $1M · 2 · 24th

  • BOOK $1M
  • BOOK 2
  • BOOK 24th
  • BOOK Profit Sharing
  • BOOK near Hazen Plastic Surgery, P.a. Profit Sharing Plan
  • BOOK ind #3813

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 →

Broucaret Profit Sharing Plan & Trust in the asset neighbourhood

Broucaret Profit Sharing Plan & TrustBroucaret Profit Sharing Pla…$1MHazen Plastic Surgery, P.a. Profit Sharing PlanHazen Plastic Surgery, P.a. …$1MMobile Fleet Specialists of Birmingham Inc Retirement PlanMobile Fleet Specialists of …$1MMeb Enterprises, Inc. Retirement PlanMeb Enterprises, Inc. Retire…$1MTamburelli Enterprises Inc. Profit Sharing PlanTamburelli Enterprises Inc. …$1M
End-of-year total assets ($M) among Broucaret Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Robert Broucaret multi-year asset trail

Sponsor-wide plan assets over time

All Robert Broucaret plans reported in each filing year

Latest sponsor-wide plan assets
$1M 42.10088994533416% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.77M $1.09M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 2 $769K
2023 1 2 $973K
2024 1 2 $1M

Robert Broucaret filing trail (2024)

Total Assets (Beginning of Year)$973K
Net Assets (End of Year)$1M
Net Income$120K
Employer EIN941519464
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Broucaret Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Broucaret Profit Sharing Plan & Trust, Total assets ($B): 0.001092807 · Participants: 2Broucaret Profit Sharing Plan & TrustScpmg 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
Broucaret Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Broucaret Profit Sharing Plan & Trust side-by-side with 3 peers →

Broucaret Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Hazen Plastic Surgery, P.a. Profit Sharing Plan in NJ ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Broucaret Profit Sharing Plan & Trust assets move in 2024? ▼
Broucaret Profit Sharing Plan & Trust grew at a solid clip - up 12.3% during 2024, from $973K to $1M. Reported net income was $120K.
How have Robert Broucaret plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Broucaret's sponsor-wide assets grew 42.1%, from $769K to $1M.
Where does Broucaret Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Broucaret Profit Sharing Plan & Trust 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 Broucaret Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Hazen Plastic Surgery, P.a. Profit Sharing Plan in NJ ($1M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Broucaret Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 941519464.

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.