Profit Sharing · DOL Form 5500 · 2024

Metro Bookkeeping Service, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$470,979
Avg per participant High balance/head
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Official DOL plan name: Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust · Sponsored by Metro Bookkeeping Service, Inc. · California · Real Estate

$2M in assets, 4 participants

Metro Bookkeeping Service, Inc.'s Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,195 in Real Estate (4,605 peers)

What the 2024 filing shows

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust holds $2M for 4 participants - about $470,979 per participant, in the lower half of filed plans by assets.

#2,195
in Real Estate (4,605 peers)
+5.1%
assets growth YoY

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust among the smaller filed plans by assets

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,883,917 29th percentile higher than 29% 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

Metro Bookkeeping Service, Inc. Employees 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. Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust reported net income rose from -$176K in the plan year 2023 filing to $91K in the plan year 2024 filing.
  • Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954305345 · Metro Bookkeeping Service, Inc. PY 2024 · Profit Sharing

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust · $2M · 4 · 29th

  • SCH $2M
  • SCH 4
  • SCH 29th
  • SCH Profit Sharing
  • SCH near A to Z Tn Property Solutions Inc. Retirement Plan
  • SCH ind #2195

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 Real Estate retirement plans → · Plans in California →

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust in the asset neighbourhood

A to Z Tn Property Solutions Inc. Retirement PlanA to Z Tn Property Solutions…$2MMackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement PlanMackey & Gallivan's Healing …$2MMetro Bookkeeping Service, Inc. Employees Profit Sharing Plan & TrustMetro Bookkeeping Service, I…$2MFulton Family Enterprises, Inc. Profit Sharing PlanFulton Family Enterprises, I…$2MDanz Inc Profit Sharing Plan$2M
End-of-year total assets ($M) among Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$91K
Employer EIN954305345
Plan Effective Date1978-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Metro Bookkeeping Service, Inc.)

Sponsor-wide plan assets over time

All Metro Bookkeeping Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.317531486708997% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M 202220232024 $1.97M $1.88M ▼ -4.6%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

Nearby Profit Sharing Plans in California

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

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust, Total assets ($B): 0.001883917 · Participants: 4Metro Bookkeeping Service, Inc. Employees 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
Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust side-by-side with 3 peers →

Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is A to Z Tn Property Solutions Inc. Retirement Plan in TN ($2M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust assets move in 2024? ▼
Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust grew at a solid clip - up 5.1% during 2024, from $2M to $2M. Reported net income was $91K.
How have Metro Bookkeeping Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Metro Bookkeeping Service, Inc.'s sponsor-wide assets declined 4.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is A to Z Tn Property Solutions Inc. Retirement Plan in TN ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Metro Bookkeeping Service, Inc. Employees Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 954305345.

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.