Profit Sharing · DOL Form 5500 · 2024
Fidel Santa Cruz Professional Corp Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $423,548
- Avg per participant High balance/head
Official DOL plan name: Fidel Santa Cruz Professional Corp Profit Sharing Plan · Sponsored by Fidel Santa Cruz Professional Corp · California · Healthcare & Social Assistance
$1M in assets, 3 participants
Fidel Santa Cruz Professional Corp's Fidel Santa Cruz Professional Corp Profit Sharing Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #3,636 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Fidel Santa Cruz Professional Corp Profit Sharing Plan holds $1M for 3 participants - about $423,548 per participant, in the lower half of filed plans by assets.
- #3,636
- in Healthcare & Social Assistance (16,916 peers)
- -1.4%
- assets change YoY
The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fidel Santa Cruz Professional Corp Profit Sharing Plan among the smaller filed plans by assets
Fidel Santa Cruz Professional Corp Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,270,645 25th percentile higher than 25% 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
Fidel Santa Cruz Professional Corp 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. Fidel Santa Cruz Professional Corp Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fidel Santa Cruz Professional Corp Profit Sharing Plan reported net income rose from -$45K in the plan year 2023 filing to -$18K in the plan year 2024 filing.
- Fidel Santa Cruz Professional Corp Profit Sharing Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Fidel Santa Cruz Professional Corp Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 953763662 · Fidel Santa Cruz Professional Corp PY 2024 · Profit Sharing
Fidel Santa Cruz Professional Corp Profit Sharing Plan · $1M · 3 · 25th
- RANK $1M
- RANK 3
- RANK 25th
- RANK Profit Sharing
- RANK near Gary a. Breymaier, D.D.S. Profit Sharing Trust
- RANK ind #3636
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Fidel Santa Cruz Professional Corp Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$18K |
| Employer EIN | 953763662 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fidel Santa Cruz Professional Corp)
Sponsor-wide plan assets over time
All Fidel Santa Cruz Professional Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 4.753462927801544% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 3 | $1M |
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
Fidel Santa Cruz Professional Corp Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Gary a. Breymaier, D.D.S. Profit Sharing Trust in OH ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Dick & Jane, Inc. Profit Sharing Plan & Trust (CO) 3 · 0 off
- Amm Restaurant Corp. Retirement Plan (MO) 3 · 0 off
- Ansonics Money Purchase Plan (OR) 3 · 0 off
- Aatc8 Inc. Retirement Plan (MD) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.