Profit Sharing · DOL Form 5500 · 2024

Apisregina Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
41
Participants Small participant base
41st
Percentile by assets National rank
$114,126
Avg per participant Below avg balance/head
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Official DOL plan name: Apisregina Inc. Retirement Plan · Sponsored by Apisregina Inc. · California · Agriculture, Forestry & Fishing

$5M in assets, 41 participants

Apisregina Inc.'s Apisregina Inc. Retirement Plan reported $5M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #512 in Agriculture, Forestry & Fishing (1,217 peers)

What the 2024 filing shows

Apisregina Inc. Retirement Plan holds $5M for 41 participants - about $114,126 per participant, in the lower half of filed plans by assets.

#512
in Agriculture, Forestry & Fishing (1,217 peers)
-7.3%
assets change YoY

The plan reported a net loss of $370K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Apisregina Inc. Retirement Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Apisregina Inc. Retirement Plan vs every filed plan by assets

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

$4,679,173 41st percentile higher than 41% 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

Apisregina Inc. Retirement 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. Apisregina Inc. Retirement Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apisregina Inc. Retirement Plan reported net income fell from $782K in the plan year 2023 filing to -$370K in the plan year 2024 filing.
  • Apisregina Inc. Retirement Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Apisregina Inc. Retirement Plan reported participants fell from 42 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 845039826 · Apisregina Inc. PY 2024 · Profit Sharing

Apisregina Inc. Retirement Plan · $5M · 41 · 41st

  • BOY $5M
  • SCH 41
  • EBSA 41st
  • PART Profit Sharing
  • TYPE near Zeitlin & Zeitlin, P.C. Profit Sharing Plan & Trust Agreement
  • NET ind #512

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Apisregina Inc. Retirement Plan in the asset neighbourhood

Breckinridge Health, Inc, 403(b) PlanBreckinridge Health, Inc, 40…$5MApisregina Inc. Retirement PlanApisregina Inc. Retirement P…$5MZeitlin & Zeitlin, P.C. Profit Sharing Plan & Trust AgreementZeitlin & Zeitlin, P.C. Prof…$5MJoseph T. Backe, M.D., P.a. Profit Sharing PlanJoseph T. Backe, M.D., P.a. …$5MJob Haines Home Retirement PlanJob Haines Home Retirement P…$5M
End-of-year total assets ($M) among Apisregina Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$370K
Employer EIN845039826
Plan Effective Date2020-05-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Apisregina Inc.)

Sponsor-wide plan assets over time

All Apisregina Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.650221928624305% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.27M $4.68M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 39 $4M
2023 1 42 $5M
2024 1 41 $5M

Nearby Profit Sharing Plans in California

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

Apisregina Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Apisregina Inc. Retirement Plan, Total assets ($B): 0.004679173 · Participants: 41Apisregina Inc. Retirement 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
Apisregina Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Apisregina Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Zeitlin & Zeitlin, P.C. Profit Sharing Plan & Trust Agreement in AZ ($5M); by covered participants it is Foxhall Internists, P.C., Profit Sharing Plan in DC (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Apisregina Inc. Retirement Plan assets move in 2024?
Apisregina Inc. Retirement Plan pulled back noticeably - down 7.3% during 2024, from $5M to $5M. Reported net income was -$370K.
How have Apisregina Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Apisregina Inc.'s sponsor-wide assets grew 9.7%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Apisregina Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Zeitlin & Zeitlin, P.C. Profit Sharing Plan & Trust Agreement in AZ ($5M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Apisregina Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Foxhall Internists, P.C., Profit Sharing Plan in DC (41 participants, $20M in assets).