Profit Sharing · DOL Form 5500 · 2024

Ragsdale Asset Management LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$604,072
Avg per participant High balance/head
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Official DOL plan name: Ragsdale Asset Management LLC Profit Sharing Plan & Trust · Sponsored by Ragsdale Asset Management LLC · California · Finance & Insurance

$2M in assets, 3 participants

Ragsdale Asset Management LLC's Ragsdale Asset Management LLC Profit Sharing Plan & Trust reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,508 in Finance & Insurance (8,549 peers)

Ragsdale Asset Management LLC multi-year trail

Ragsdale Asset Management LLC's plans moved +38.8% in assets from 2023 to 2024; this filing shows Ragsdale Asset Management LLC Profit Sharing Plan & Trust at $2M / 3 participants.

#1,508
in Finance & Insurance (8,549 peers)
+38.8%
assets growth YoY

Ragsdale Asset Management LLC Profit Sharing Plan & Trust among the smaller filed plans by assets

Ragsdale Asset Management LLC Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,812,215 28th percentile higher than 28% 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

Ragsdale Asset Management LLC Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ragsdale Asset Management LLC Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ragsdale Asset Management LLC Profit Sharing Plan & Trust reported net income rose from $57K in the plan year 2023 filing to $507K in the plan year 2024 filing.
  • Ragsdale Asset Management LLC Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 831663676 · Ragsdale Asset Management LLC PY 2024 · Profit Sharing

Ragsdale Asset Management LLC Profit Sharing Plan & Trust · $2M · 3 · 28th

  • EIN $2M
  • EIN 3
  • EIN 28th
  • EIN Profit Sharing
  • EIN near Gary Cohen Corporation Profit Sharing Plan
  • EIN ind #1508

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 Finance & Insurance retirement plans → · Plans in California →

Ragsdale Asset Management LLC Profit Sharing Plan & Trust in the asset neighbourhood

Ragsdale Asset Management LLC Profit Sharing Plan & TrustRagsdale Asset Management LL…$2MGary Cohen Corporation Profit Sharing PlanGary Cohen Corporation Profi…$2MLucky Duck Holdings, Inc. Retirement PlanLucky Duck Holdings, Inc. Re…$2MWylie Communications, Inc. Profit Sharing PlanWylie Communications, Inc. P…$2MPathtech Ltd Profit Sharing Plan U/a 12/27/02Pathtech Ltd Profit Sharing …$2M
End-of-year total assets ($M) among Ragsdale Asset Management LLC Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ragsdale Asset Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ragsdale Asset Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 38.795046554392854% vs 2023
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 20232024 $1.31M $1.81M ▲ +38.2%
Year Plans Participants Total Assets
2023 1 3 $1M
2024 1 3 $2M

Ragsdale Asset Management LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$507K
Employer EIN831663676
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Ragsdale Asset Management LLC Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Ragsdale Asset Management LLC Profit Sharing Plan & Trust, Total assets ($B): 0.001812215 · Participants: 3Ragsdale Asset Management LLC Profit Sharing Plan & TrustScpmg 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
Ragsdale Asset Management LLC Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Ragsdale Asset Management LLC Profit Sharing Plan & Trust side-by-side with 3 peers →

Ragsdale Asset Management LLC Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Gary Cohen Corporation Profit Sharing Plan in NJ ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Ragsdale Asset Management LLC Profit Sharing Plan & Trust assets move in 2024? ▼
Ragsdale Asset Management LLC Profit Sharing Plan & Trust surged - up 38.8% during 2024, from $1M to $2M. Reported net income was $507K.
How have Ragsdale Asset Management LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ragsdale Asset Management LLC's sponsor-wide assets grew 38.8%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Ragsdale Asset Management LLC Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Gary Cohen Corporation Profit Sharing Plan in NJ ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Ragsdale Asset Management LLC Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 831663676.

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.