Profit Sharing · DOL Form 5500 · 2024

Executive Direction, Inc. Profit Sharing Plan

Data updated 2026-08-06

$12M
Total assets
2
Participants
59th
Percentile by assets
$5.9M
Avg per participant
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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.

  • 59th percentile by assets (of 116,472 plans)

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.

$12M
total plan assets (2024 EOY)
2
covered participants
59th
percentile by assets (of 116,472 plans)
$5.9M
avg assets per participant

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 →

Profit Sharing filing for Executive Direction Inc. - Profit Sharing Plan

Profit Sharing filing for plan year 2024: EIN 942596747 ; effective since 1979-08-02 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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.)

$11.2M$11.4M$11.6M$11.8M$12M 202220232024 $11.3M $11.8M ▲ +4.4%
Total plan assets by year, all Executive Direction, Inc. plans on file
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

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 …Scpmg Keogh PlanIntel Retirement Con…Motion Picture Indus…Memorialcare Retirem…Disney Retirement Sa…
Executive Direction Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Executive Direction Inc. - Profit Sharing Plan by total assets, not by location.

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).

Next read for Executive Direction Inc. - Profit Sharin…

Filing takeaways

Ways to act on Executive Direction Inc. - Profit Sharing Plan's numbers.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.