Profit Sharing · DOL Form 5500 · 2024

Executive Direction, Inc. Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
2
Participants Small participant base
59th
Percentile by assets National rank
$5.9M
Avg per participant High balance/head
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Official DOL plan name: Executive Direction Inc. - Profit Sharing Plan · Sponsored by Executive Direction, Inc. · California · Administrative & Support Services

$12M in assets, 2 participants

Executive Direction, Inc.'s Executive Direction Inc. - Profit Sharing Plan reported $12M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,368 in Administrative & Support Services (4,368 peers)

What the 2024 filing shows

Executive Direction Inc. - Profit Sharing Plan holds $12M for 2 participants - about $5.9M per participant, above the median plan by assets.

#3,368
in Administrative & Support Services (4,368 peers)
+3.2%
assets growth YoY

Executive Direction Inc. - Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Executive Direction Inc. - Profit Sharing Plan vs every filed plan by assets

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

$11,775,156 Top 41% higher than 59% 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

Executive Direction Inc. - 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. Executive Direction Inc. - Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Executive Direction Inc. - Profit Sharing Plan reported net income fell from $417K in the plan year 2023 filing to $176K in the plan year 2024 filing.
  • Executive Direction Inc. - Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942596747 · Executive Direction, Inc. PY 2024 · Profit Sharing

Executive Direction Inc. - Profit Sharing Plan · $12M · 2 · 59th

  • VS-ST $12M
  • VS-ST 2
  • VS-ST 59th
  • VS-ST Profit Sharing
  • VS-ST near Riseboro Retirement Plan
  • VS-ST ind #3368

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 Administrative & Support Services retirement plans → · Plans in California →

Executive Direction Inc. - Profit Sharing Plan in the asset neighbourhood

Executive Direction Inc. - Profit Sharing PlanExecutive Direction Inc. - P…$12MRiseboro Retirement Plan$12MHigh Point Treatment Center, Inc. 403(b) PlanHigh Point Treatment Center,…$12MLynn Community Health Center Retirement PlanLynn Community Health Center…$12MMata's Fruit Store Profit Sharing PlanMata's Fruit Store Profit Sh…$12M
End-of-year total assets ($M) among Executive Direction Inc. - Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$176K
Employer EIN942596747
Plan Effective Date1979-08-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Executive Direction, Inc.)

Sponsor-wide plan assets over time

All Executive Direction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 4.391476236382079% vs 2022
2024 filing year
$11.2M$11.4M$11.6M$11.8M$12M 202220232024 $11.3M $11.8M ▲ +4.4%
Year Plans Participants Total Assets
2022 2 3 $11M
2023 2 3 $12M
2024 2 3 $12M

Nearby Profit Sharing Plans in California

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

Executive Direction Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Executive Direction Inc. - Profit Sharing Plan, Total assets ($B): 0.011775156 · Participants: 2Executive Direction Inc. - 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
Executive Direction Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Executive Direction Inc. - Profit Sharing Plan side-by-side with 3 peers →

Executive Direction Inc. - Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Riseboro Retirement Plan in NY ($12M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

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 Executive Direction Inc. - Profit Sharing Plan assets move in 2024? ▼
Executive Direction Inc. - Profit Sharing Plan edged up modestly - up 3.2% during 2024, from $11M to $12M. Reported net income was $176K.
How have Executive Direction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Executive Direction, Inc.'s sponsor-wide assets grew 4.4%, from $11M to $12M.
Which Profit Sharing plans are similar in size to Executive Direction Inc. - Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Riseboro Retirement Plan in NY ($12M, 493 participants).
Which Profit Sharing plans cover a similar participant headcount to Executive Direction Inc. - Profit Sharing 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 942596747.

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.