Profit Sharing · DOL Form 5500 · 2024

John a. Mazzotta, Inc. Profit Sharing Plan

Data updated 2026-08-11

$3M
Total assets
1
Participants
36th
Percentile by assets
$3.5M
Avg per participant
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Official DOL plan name: John a Mazzotta Inc. Pension Transfer Trust Plan · Sponsored by John a. Mazzotta, Inc. · California · Manufacturing

$3M in assets, 1 participants

John a. Mazzotta, Inc.'s John a Mazzotta Inc. Pension Transfer Trust Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • 36th percentile by assets (of 123,622 plans)
  • #3,459 in Manufacturing (17,777 peers)

John a. Mazzotta, Inc. multi-year trail

John a. Mazzotta, Inc.'s plans moved +99.6% in assets from 2022 to 2024; this filing shows John a Mazzotta Inc. Pension Transfer Trust Plan at $3M / 1 participant.

$3M
total plan assets (2024 EOY)
1
covered participants
36th
percentile by assets (of 123,622 plans)
$3.5M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • John a Mazzotta Inc. Pension Transfer Trust Plan reported net income fell from $1M in the plan year 2023 filing to $578K in the plan year 2024 filing.
  • John a Mazzotta Inc. Pension Transfer Trust Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

John a. Mazzotta, Inc. across 3 plan years on file

Across the 3 plan years John a. Mazzotta, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 99.6%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).

John a. Mazzotta, Inc. multi-year asset trail

$1M$2M$3M$4M 202220232024 $1.74M $3.48M ▲ +100.0%
Total plan assets by year, all John a. Mazzotta, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $3M
2024 1 1 $3M

John a. Mazzotta, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$578K
Employer EIN203948398
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

John a Mazzotta Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in California, assets vs. participants

John a Mazzotta Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants John a Mazzotta Inc.…Scpmg Keogh PlanIntel Retirement Con…Motion Picture Indus…Memorialcare Retirem…Disney Retirement Sa…
John a Mazzotta Inc. Pension Transfer Trust 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 John a Mazzotta Inc. Pension Transfer Trust Plan by total assets, not by location.

Frequently Asked Questions

How did John a Mazzotta Inc. Pension Transfer Trust Plan assets move in 2024?
John a Mazzotta Inc. Pension Transfer Trust Plan grew sharply - up 19.9% during 2024, from $3M to $3M. Reported net income was $578K.
How have John a. Mazzotta, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), John a. Mazzotta, Inc.'s sponsor-wide assets grew 99.6%, from $2M to $3M.
Which Profit Sharing plans are similar in size to John a Mazzotta Inc. Pension Transfer Trust Plan?
Among Profit Sharing plans in other states, the closest by assets is Ingersoll and Bloch Chartered Employees Psp in VA ($3M, 1 participant).

Next read for John a Mazzotta Inc. Pension Transfer Tr…

Multi-year trail

Ways to act on John a Mazzotta Inc. Pension Transfer Trust Plan's numbers.

  • By total assets, John a Mazzotta Inc. Pension Transfer Trust Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
  • John a. Mazzotta, Inc.'s sponsor-wide assets have grown 99.6% since 2022 across 3 plan years on file. More Manufacturing plans