Profit Sharing · DOL Form 5500 · 2024

Tulip Investment Inc. Profit Sharing Plan

Data updated 2026-08-25

$273K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$272,745
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Tulip Investment Inc. Retirement Plan · Sponsored by Tulip Investment Inc. · California · Healthcare & Social Assistance

$273K in assets, 1 participants

Tulip Investment Inc.'s Tulip Investment Inc. Retirement Plan reported $273K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,501 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Tulip Investment Inc. Retirement Plan holds $273K for 1 participant - about $272,745 per participant, among the smaller plans by assets on file.

#1,501
in Healthcare & Social Assistance (16,916 peers)
$273K
reported net income

Tulip Investment Inc. Retirement Plan among the smaller filed plans by assets

Tulip Investment Inc. Retirement Plan vs every filed plan by assets

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

$272,745 13th percentile higher than 13% 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

Tulip Investment Inc. 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. Tulip Investment Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 994945040 · Tulip Investment Inc. PY 2024 · Profit Sharing

Tulip Investment Inc. Retirement Plan · $273K · 1 · 13th

  • PART $273K
  • PART 1
  • PART 13th
  • PART Profit Sharing
  • PART near Anam Cara Corp. Retirement Plan
  • PART ind #1501

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 →

Tulip Investment Inc. Retirement Plan in the asset neighbourhood

Tulip Investment Inc. Retirement PlanTulip Investment Inc. Retire…$273KAnam Cara Corp. Retirement PlanAnam Cara Corp. Retirement P…$273KShannon D. Lawson, D.D.S., P.C. Profit Sharing PlanShannon D. Lawson, D.D.S., P…$273KThe Southern Deli, Inc. Retirement PlanThe Southern Deli, Inc. Reti…$273KLuz M. Fajardo De Reyes Retirement PlanLuz M. Fajardo De Reyes Reti…$273K
End-of-year total assets ($M) among Tulip Investment Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$273K
Net Income$273K
Employer EIN994945040
Plan Effective Date2024-09-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Tulip Investment Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Tulip Investment Inc. Retirement Plan, Total assets ($B): 0.000272745 · Participants: 1Tulip Investment Inc. 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
Tulip Investment Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Tulip Investment Inc. Retirement Plan side-by-side with 3 peers →

Tulip Investment Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Anam Cara Corp. Retirement Plan in IA ($273K); 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

Where does Tulip Investment Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Tulip Investment Inc. Retirement Plan ranks in the 13th 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 Tulip Investment Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Anam Cara Corp. Retirement Plan in IA ($273K, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Tulip Investment Inc. 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 994945040.

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.