Profit Sharing · DOL Form 5500 · 2024

Douglas R Roeca Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Douglas R Roeca Profit Sharing Plan · Sponsored by Douglas R Roeca · California · Professional & Technical Services

$1M in assets, 1 participants

Douglas R Roeca's Douglas R Roeca Profit Sharing Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,740 in Professional & Technical Services (20,173 peers)

Douglas R Roeca multi-year trail

Douglas R Roeca's plans moved +22.1% in assets from 2022 to 2024; this filing shows Douglas R Roeca Profit Sharing Plan at $1M / 1 participant.

#3,740
in Professional & Technical Services (20,173 peers)
+10.1%
assets growth YoY

Douglas R Roeca Profit Sharing Plan among the smaller filed plans by assets

Douglas R Roeca Profit Sharing Plan vs every filed plan by assets

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

$1,042,130 23rd percentile higher than 23% 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

Douglas R Roeca Profit Sharing 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. Douglas R Roeca Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Douglas R Roeca Profit Sharing Plan end-of-year assets rose from $947K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942839166 · Douglas R Roeca PY 2024 · Profit Sharing

Douglas R Roeca Profit Sharing Plan · $1M · 1 · 23rd

  • BOOK $1M
  • VS-ST 1
  • BOY 23rd
  • SCH Profit Sharing
  • EBSA near Tepper & Tepper Psychology PC Profit Sharing Plan
  • PART ind #3740

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 Professional & Technical Services retirement plans → · Plans in California →

Douglas R Roeca Profit Sharing Plan in the asset neighbourhood

Douglas R Roeca Profit Sharing PlanDouglas R Roeca Profit Shari…$1MTepper & Tepper Psychology PC Profit Sharing PlanTepper & Tepper Psychology P…$1MAditya Limited Partnership Profit Sharing PlanAditya Limited Partnership P…$1MRad Nucs, LLC Profit Sharing PlanRad Nucs, LLC Profit Sharing…$1MDun-Rite Die & Stamping, Inc. Profit Sharing Plan & TrustDun-Rite Die & Stamping, Inc…$1M
End-of-year total assets ($M) among Douglas R Roeca Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Douglas R Roeca multi-year asset trail

Sponsor-wide plan assets over time

All Douglas R Roeca plans reported in each filing year

Latest sponsor-wide plan assets
$1M 22.08831671522645% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M 202220232024 $0.85M $1.04M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 2 $854K
2023 1 1 $947K
2024 1 1 $1M

Douglas R Roeca filing trail (2024)

Total Assets (Beginning of Year)$947K
Net Assets (End of Year)$1M
Net Income$96K
Employer EIN942839166
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Douglas R Roeca Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Douglas R Roeca Profit Sharing Plan, Total assets ($B): 0.00104213 · Participants: 1Douglas R Roeca Profit Sharing 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
Douglas R Roeca Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Douglas R Roeca Profit Sharing Plan side-by-side with 3 peers →

Douglas R Roeca Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Tepper & Tepper Psychology PC Profit Sharing Plan in NY ($1M); 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.

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.

Frequently Asked Questions

How did Douglas R Roeca Profit Sharing Plan assets move in 2024? ▼
Douglas R Roeca Profit Sharing Plan grew at a solid clip - up 10.1% during 2024, from $947K to $1M. Reported net income was $96K.
How have Douglas R Roeca plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Douglas R Roeca's sponsor-wide assets grew 22.1%, from $854K to $1M.
Where does Douglas R Roeca Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Douglas R Roeca Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Douglas R Roeca Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tepper & Tepper Psychology PC Profit Sharing Plan in NY ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Douglas R Roeca Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 942839166.

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.