Profit Sharing · DOL Form 5500 · 2024
John a. Mazzotta, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $3.5M
- Avg per participant High balance/head
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.
- #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.
- #3,459
- in Manufacturing (17,777 peers)
- +19.9%
- assets growth YoY
John a Mazzotta Inc. Pension Transfer Trust Plan's mid-pack asset rank among Manufacturing and all filers
John a Mazzotta Inc. Pension Transfer Trust Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,479,226 36th percentile higher than 36% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
John a Mazzotta Inc. Pension Transfer Trust 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. John a Mazzotta Inc. Pension Transfer Trust Plan is a micro filing (1 participant), the leftmost band.
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.
Published 5500 schedule card
Filing strip 203948398 · John a. Mazzotta, Inc. PY 2024 · Profit Sharing
John a Mazzotta Inc. Pension Transfer Trust Plan · $3M · 1 · 36th
- PCT $3M
- EIN 1
- RANK 36th
- PHOTO Profit Sharing
- IND near Ingersoll and Bloch Chartered Employees Psp
- EOY ind #3459
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 Manufacturing retirement plans → · Plans in California →
John a Mazzotta Inc. Pension Transfer Trust Plan in the asset neighbourhood
John a. Mazzotta, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All John a. Mazzotta, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 99.64881535434358% vs 2022
- 2024 filing year
| 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 EIN | 203948398 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
John a Mazzotta Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Ingersoll and Bloch Chartered Employees Psp in VA ($3M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.