Profit Sharing · DOL Form 5500 · 2024
Kenneth D Schmidt & Associates Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $496,813
- Avg per participant High balance/head
Official DOL plan name: Kenneth D Schmidt Ground Water Qty Consultant Profit Sharing Plan · Sponsored by Kenneth D Schmidt & Associates · California · Professional & Technical Services
$2M in assets, 5 participants
Kenneth D Schmidt & Associates's Kenneth D Schmidt Ground Water Qty Consultant Profit Sharing Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,646 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Kenneth D Schmidt Ground Water Qty Consultant Profit Sharing Plan holds $2M for 5 participants - about $496,813 per participant, in the lower half of filed plans by assets.
- #5,646
- in Professional & Technical Services (20,173 peers)
- -1.7%
- assets change YoY
The plan reported a net loss of $44K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kenneth D Schmidt Ground Water Qty Consultant Profit Sharing Plan among the smaller filed plans by assets
Kenneth D Schmidt Ground Water Qty Consultant Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,484,063 32nd percentile higher than 32% 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
Kenneth D Schmidt Ground Water Qty Consultant 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. Kenneth D Schmidt Ground Water Qty Consultant Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kenneth D Schmidt Ground Water Qty Consultant Profit Sharing Plan reported net income fell from $28K in the plan year 2023 filing to -$44K in the plan year 2024 filing.
- Kenneth D Schmidt Ground Water Qty Consultant Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 946318145 · Kenneth D Schmidt & Associates PY 2024 · Profit Sharing
Kenneth D Schmidt Ground Water Qty Consultant Profit Sharing Plan · $2M · 5 · 32nd
- SCH $2M
- EBSA 5
- PART 32nd
- TYPE Profit Sharing
- NET near Lock & Load Storage Inc. Retirement Plan
- BOOK ind #5646
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 →
Kenneth D Schmidt Ground Water Qty Consultant Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$44K |
| Employer EIN | 946318145 |
| Plan Effective Date | 1984-02-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kenneth D Schmidt & Associates)
Sponsor-wide plan assets over time
All Kenneth D Schmidt & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 0.6318756377859711% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 5 | $2M |
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
Kenneth D Schmidt Ground Water Qty Consultant Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Lock & Load Storage Inc. Retirement Plan in TX ($2M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.