Profit Sharing · DOL Form 5500 · 2024

Annual Reviews Profit Sharing Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
95
Participants Small participant base
85th
Percentile by assets National rank
$561,866
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #2,247 in Information & Media (2,822 peers)

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.

#2,247
in Information & Media (2,822 peers)
+13.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Annual Reviews 403(b) DC Plan's outsized position by total assets

Annual Reviews 403(b) DC Plan vs every filed plan by assets

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

$53,377,250 Top 15% higher than 85% 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

Annual Reviews 403(b) DC Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annual Reviews 403(b) DC Plan is a small filing (95 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 941156476 · Annual Reviews PY 2024 · Profit Sharing

Annual Reviews 403(b) DC Plan · $53M · 95 · 85th

  • SCH $53M
  • EBSA 95
  • PART 85th
  • TYPE Profit Sharing
  • NET near Hp Inc. Puerto Rico Tax Savings Capital Accumulation Plan
  • BOOK ind #2247

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 Information & Media retirement plans → · Plans in California →

Annual Reviews 403(b) DC Plan in the asset neighbourhood

IBEW Local 56 Employees Deferred Savings PlanIBEW Local 56 Employees Defe…$54MNECA-IBEW 1205 Pension Fund$54MHp Inc. Puerto Rico Tax Savings Capital Accumulation PlanHp Inc. Puerto Rico Tax Savi…$53MAnnual Reviews 403(b) DC Plan$53MThe Legal Aid Society Retirement PlanThe Legal Aid Society Retire…$53M
End-of-year total assets ($M) among Annual Reviews 403(b) DC Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$53M
Net Income$6M
Employer EIN941156476
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Annual Reviews)

Sponsor-wide plan assets over time

All Annual Reviews plans reported in each filing year

Latest sponsor-wide plan assets
$53M 40.064984264313146% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.1M $53.4M ▲ +40.1%
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 Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Annual Reviews 403(b) DC Plan, Total assets ($B): 0.05337725 · Participants: 95Annual Reviews 403(b) DC 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
Annual Reviews 403(b) DC Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Annual Reviews 403(b) DC Plan side-by-side with 3 peers →

Annual Reviews 403(b) DC Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Hp Inc. Puerto Rico Tax Savings Capital Accumulation Plan in TX ($53M); by covered participants it is Flynn Enterprises LLC Restated Profit Sharing Plan in KY (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Annual Reviews 403(b) DC Plan assets move in 2024? ▼
Annual Reviews 403(b) DC Plan grew at a solid clip - up 13.4% during 2024, from $47M to $53M. Reported net income was $6M.
How have Annual Reviews plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Annual Reviews's sponsor-wide assets grew 40.1%, from $38M to $53M.
Where does Annual Reviews 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Annual Reviews 403(b) DC Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Annual Reviews 403(b) DC Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hp Inc. Puerto Rico Tax Savings Capital Accumulation Plan in TX ($53M, 25 participants).
Which Profit Sharing plans cover a similar participant headcount to Annual Reviews 403(b) DC Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Flynn Enterprises LLC Restated Profit Sharing Plan in KY (95 participants, $3M 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 941156476.

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.