Profit Sharing · DOL Form 5500 · 2024

Val J. Dornay Profit Sharing Plan

Data updated 2026-08-25

$920K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$306,514
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Val J. Dornay Profit Sharing Plan · Sponsored by Val J. Dornay · California · Professional & Technical Services

$920K in assets, 3 participants

Val J. Dornay's Val J. Dornay Profit Sharing Plan reported $920K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,520 in Professional & Technical Services (20,173 peers)

Val J. Dornay multi-year trail

Val J. Dornay's plans moved +11.1% in assets from 2022 to 2024; this filing shows Val J. Dornay Profit Sharing Plan at $920K / 3 participants.

#3,520
in Professional & Technical Services (20,173 peers)
-2.6%
assets change YoY

The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Val J. Dornay Profit Sharing Plan among the smaller filed plans by assets

Val J. Dornay Profit Sharing Plan vs every filed plan by assets

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

$919,542 22nd percentile higher than 22% 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

Val J. Dornay 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. Val J. Dornay 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

  • Val J. Dornay Profit Sharing Plan reported net income rose from -$54K in the plan year 2023 filing to -$24K in the plan year 2024 filing.
  • Val J. Dornay Profit Sharing Plan end-of-year assets fell from $944K in the plan year 2023 filing to $920K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 942604865 · Val J. Dornay PY 2024 · Profit Sharing

Val J. Dornay Profit Sharing Plan · $920K · 3 · 22nd

  • IND $920K
  • IND 3
  • IND 22nd
  • IND Profit Sharing
  • IND near Metro Subs Inc. Retirement Plan
  • IND ind #3520

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 Professional & Technical Services retirement plans → · Plans in California →

Val J. Dornay Profit Sharing Plan in the asset neighbourhood

Val J. Dornay Profit Sharing PlanVal J. Dornay Profit Sharing…$920KMetro Subs Inc. Retirement PlanMetro Subs Inc. Retirement P…$919KTnerst, Inc. Retirement Plan$920KMiguel a. Maldonado Lopez Retirement PlanMiguel a. Maldonado Lopez Re…$920KSchwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10Schwabe and Associates Cpa's…$918K
End-of-year total assets ($M) among Val J. Dornay Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Val J. Dornay multi-year asset trail

Sponsor-wide plan assets over time

All Val J. Dornay plans reported in each filing year

Latest sponsor-wide plan assets
$920K 11.060089278812708% vs 2022
2024 filing year
$0.8M$0.85M$0.9M$0.95M$1M 202220232024 $0.83M $0.92M ▲ +10.8%
Year Plans Participants Total Assets
2022 1 3 $828K
2023 1 3 $944K
2024 1 3 $920K

Val J. Dornay filing trail (2024)

Total Assets (Beginning of Year)$944K
Net Assets (End of Year)$920K
Net Income-$24K
Employer EIN942604865
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Val J. Dornay Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Val J. Dornay Profit Sharing Plan, Total assets ($B): 0.000919542 · Participants: 3Val J. Dornay Profit Sharing 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
Val J. Dornay Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Val J. Dornay Profit Sharing Plan side-by-side with 3 peers →

Val J. Dornay Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Metro Subs Inc. Retirement Plan in VA ($919K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Val J. Dornay Profit Sharing Plan assets move in 2024? ▼
Val J. Dornay Profit Sharing Plan edged down modestly - down 2.6% during 2024, from $944K to $920K. Reported net income was -$24K.
How have Val J. Dornay plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Val J. Dornay's sponsor-wide assets grew 11.1%, from $828K to $920K.
Where does Val J. Dornay Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Val J. Dornay Profit Sharing Plan ranks in the 22nd 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 Val J. Dornay Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Metro Subs Inc. Retirement Plan in VA ($919K, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Val J. Dornay Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 942604865.

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.