Profit Sharing · DOL Form 5500 · 2024
Annual Reviews Profit Sharing Plan
Data updated 2026-07-24
- $53M
- Total assets
- 95
- Participants
- 85th
- Percentile by assets
- $561,866
- Avg per participant
Official DOL plan name: Annual Reviews 403(b) DC Plan · Sponsored by Annual Reviews · California · Information & Media
$53M in assets, 95 participants
Annual Reviews's Annual Reviews 403(b) DC Plan reported $53M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 116,472 plans)
Where Annual Reviews 403(b) DC Plan sits by assets
Annual Reviews 403(b) DC Plan sits in the top quartile of all filed plans by assets, $53M for 95 participants (~$561,866/participant), up 13.4% in 2024.
- $53M
- total plan assets (2024 EOY)
- 95
- covered participants
- 85th
- percentile by assets (of 116,472 plans)
- $561,866
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Annual Reviews 403(b) DC Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Annual Reviews 403(b) DC Plan end-of-year assets rose from $47M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Annual Reviews 403(b) DC Plan reported participants rose from 92 in the plan year 2023 filing to 95 in the plan year 2024 filing.
Annual Reviews 403(b) DC Plan vs the 2024 asset distribution
By assets, Annual Reviews 403(b) DC Plan outranks 85% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $6M |
| Employer EIN | 941156476 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Annual Reviews)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 93 | $38M |
| 2023 | 1 | 92 | $47M |
| 2024 | 1 | 95 | $53M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Annual Reviews 403(b) DC Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Annual Reviews 403(b) DC Plan by total assets, not by location.
Frequently Asked Questions
How did Annual Reviews 403(b) DC Plan assets move in 2024? ▼
How have Annual Reviews plan assets changed over time? ▼
Where does Annual Reviews 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Annual Reviews 403(b) DC Plan? ▼
Next read for Annual Reviews 403(b) DC Plan
Scale reading
Ways to act on Annual Reviews 403(b) DC Plan's numbers.
- By total assets, Annual Reviews 403(b) DC Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Annual Reviews's sponsor-wide assets have grown 40.1% since 2022 across 3 plan years on file. More Information & Media plans
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 941156476.
Read our methodology - how this data is sourced, computed, and verified.