Profit Sharing · DOL Form 5500 · 2024

Pomeroy Recreation & Rehabilitation Center Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
130
Participants Small participant base
35th
Percentile by assets National rank
$24,134
Avg per participant Low balance/head
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Official DOL plan name: Pomeroy Recreation & Rehabilitation Center 403(b) Plan · Sponsored by Pomeroy Recreation & Rehabilitation Center · California · Healthcare & Social Assistance

$3M in assets, 130 participants

Pomeroy Recreation & Rehabilitation Center's Pomeroy Recreation & Rehabilitation Center 403(b) Plan reported $3M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #5,940 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Pomeroy Recreation & Rehabilitation Center 403(b) Plan covers 130 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $3M.

#5,940
in Healthcare & Social Assistance (16,916 peers)
+32.3%
assets growth YoY

Pomeroy Recreation & Rehabilitation Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pomeroy Recreation & Rehabilitation Center 403(b) Plan vs every filed plan by assets

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

$3,137,461 35th percentile higher than 35% 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

Pomeroy Recreation & Rehabilitation Center 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pomeroy Recreation & Rehabilitation Center 403(b) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pomeroy Recreation & Rehabilitation Center 403(b) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Pomeroy Recreation & Rehabilitation Center 403(b) Plan reported net income rose from $592K in the plan year 2023 filing to $766K in the plan year 2024 filing.
  • Pomeroy Recreation & Rehabilitation Center 403(b) Plan reported participants rose from 123 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 941394025 · Pomeroy Recreation & Rehabilitation Center PY 2024 · Profit Sharing

Pomeroy Recreation & Rehabilitation Center 403(b) Plan · $3M · 130 · 35th

  • PHOTO $3M
  • IND 130
  • EOY 35th
  • 5500 Profit Sharing
  • ASSETS near Dupage Soft Water Profit Sharing and Savings Plan
  • PCT ind #5940

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 →

Pomeroy Recreation & Rehabilitation Center 403(b) Plan in the asset neighbourhood

Pomeroy Recreation & Rehabilitation Center 403(b) PlanPomeroy Recreation & Rehabil…$3MDupage Soft Water Profit Sharing and Savings PlanDupage Soft Water Profit Sha…$3MMichael Baron Dds Profit Sharing PlanMichael Baron Dds Profit Sha…$3MProfit Sharing Plan$3MS&t Block G Incorporated Retirement PlanS&t Block G Incorporated Ret…$3M
End-of-year total assets ($M) among Pomeroy Recreation & Rehabilitation Center 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$766K
Employer EIN941394025
Plan Effective Date2020-10-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Pomeroy Recreation & Rehabilitation Center)

Sponsor-wide plan assets over time

All Pomeroy Recreation & Rehabilitation Center plans reported in each filing year

Latest sponsor-wide plan assets
$3M 76.34051368981444% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.78M $3.14M ▲ +76.4%
Year Plans Participants Total Assets
2022 1 125 $2M
2023 1 123 $2M
2024 1 130 $3M

Nearby Profit Sharing Plans in California

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

Pomeroy Recreation & Rehabilitation Center 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Pomeroy Recreation & Rehabilitation Center 403(b) Plan, Total assets ($B): 0.003137461 · Participants: 130Pomeroy Recreation & Rehabilitation Center 403(b) 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
Pomeroy Recreation & Rehabilitation Center 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Pomeroy Recreation & Rehabilitation Center 403(b) Plan side-by-side with 3 peers →

Pomeroy Recreation & Rehabilitation Center 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Dupage Soft Water Profit Sharing and Savings Plan in IL ($3M); by covered participants it is The Education Trust, Inc. 403(b) Defined Contribution Plan in DC (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Pomeroy Recreation & Rehabilitation Center 403(b) Plan assets move in 2024? ▼
Pomeroy Recreation & Rehabilitation Center 403(b) Plan surged - up 32.3% during 2024, from $2M to $3M. Reported net income was $766K.
How have Pomeroy Recreation & Rehabilitation Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pomeroy Recreation & Rehabilitation Center's sponsor-wide assets grew 76.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Pomeroy Recreation & Rehabilitation Center 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dupage Soft Water Profit Sharing and Savings Plan in IL ($3M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Pomeroy Recreation & Rehabilitation Center 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Education Trust, Inc. 403(b) Defined Contribution Plan in DC (130 participants, $22M 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 941394025.

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.