Profit Sharing · DOL Form 5500 · 2024

Energy for Success Institute Ltd. 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
$556,037
Avg per participant High balance/head
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Official DOL plan name: Barry Morguelan, M.D., PC Pension Plan · Sponsored by Energy for Success Institute Ltd. · California · Healthcare & Social Assistance

$1M in assets, 2 participants

Energy for Success Institute Ltd.'s Barry Morguelan, M.D., PC Pension Plan 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.

  • #3,388 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Barry Morguelan, M.D., PC Pension Plan holds $1M for 2 participants - about $556,037 per participant, among the smaller plans by assets on file.

#3,388
in Healthcare & Social Assistance (16,916 peers)
+2.5%
assets growth YoY

Barry Morguelan, M.D., PC Pension Plan among the smaller filed plans by assets

Barry Morguelan, M.D., PC Pension Plan vs every filed plan by assets

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

$1,112,073 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

Barry Morguelan, M.D., PC Pension 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. Barry Morguelan, M.D., PC Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barry Morguelan, M.D., PC Pension Plan reported net income fell from $60K in the plan year 2023 filing to $27K in the plan year 2024 filing.
  • Barry Morguelan, M.D., PC Pension Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 814880202 · Energy for Success Institute Ltd. PY 2024 · Profit Sharing

Barry Morguelan, M.D., PC Pension Plan · $1M · 2 · 24th

  • BOY $1M
  • SCH 2
  • EBSA 24th
  • PART Profit Sharing
  • TYPE near Make Today Great, Inc. Retirement Plan
  • NET ind #3388

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 →

Barry Morguelan, M.D., PC Pension Plan in the asset neighbourhood

Barry Morguelan, M.D., PC Pension PlanBarry Morguelan, M.D., PC Pe…$1MMake Today Great, Inc. Retirement PlanMake Today Great, Inc. Retir…$1MLeonard S Abrams Profit Sharing PlanLeonard S Abrams Profit Shar…$1MDubois, Cooksey & Bischoff, P.a. Employees Profit Sharing PlanDubois, Cooksey & Bischoff, …$1MPrice Property Management, Inc. Profit Sharing PlanPrice Property Management, I…$1M
End-of-year total assets ($M) among Barry Morguelan, M.D., PC Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$27K
Employer EIN814880202
Plan Effective Date1983-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Energy for Success Institute Ltd.)

Sponsor-wide plan assets over time

All Energy for Success Institute Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.497043844757947% vs 2022
2024 filing year
$1M$1.05M$1.1M$1.15M 202220232024 $1.02M $1.11M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Profit Sharing Plans in California

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

Barry Morguelan, M.D., PC Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Barry Morguelan, M.D., PC Pension Plan, Total assets ($B): 0.001112073 · Participants: 2Barry Morguelan, M.D., PC Pension 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
Barry Morguelan, M.D., PC Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Barry Morguelan, M.D., PC Pension Plan side-by-side with 3 peers →

Barry Morguelan, M.D., PC Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Make Today Great, Inc. Retirement Plan in MD ($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 Barry Morguelan, M.D., PC Pension Plan assets move in 2024? ▼
Barry Morguelan, M.D., PC Pension Plan edged up modestly - up 2.5% during 2024, from $1M to $1M. Reported net income was $27K.
How have Energy for Success Institute Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Energy for Success Institute Ltd.'s sponsor-wide assets grew 8.5%, from $1M to $1M.
Where does Barry Morguelan, M.D., PC Pension Plan rank by assets among Form 5500 filers? ▼
Barry Morguelan, M.D., PC Pension Plan 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 Barry Morguelan, M.D., PC Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Make Today Great, Inc. Retirement Plan in MD ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Barry Morguelan, M.D., PC Pension Plan? ▼
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 814880202.

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.