Profit Sharing · DOL Form 5500 · 2024
Law Offices of David B. Gardner Profit Sharing Plan
Data updated 2026-08-25
- $720K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $240,085
- Avg per participant Above avg balance/head
Official DOL plan name: Law Office of David B. Gardner Profit Sharing Plan · Sponsored by Law Offices of David B. Gardner · California · Professional & Technical Services
$720K in assets, 3 participants
Law Offices of David B. Gardner's Law Office of David B. Gardner Profit Sharing Plan reported $720K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #3,170 in Professional & Technical Services (20,173 peers)
Law Offices of David B. Gardner multi-year trail
Law Offices of David B. Gardner's plans moved +168.7% in assets from 2022 to 2024; this filing shows Law Office of David B. Gardner Profit Sharing Plan at $720K / 3 participants.
- #3,170
- in Professional & Technical Services (20,173 peers)
- -18.1%
- assets change YoY
The plan reported a net loss of $159K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Law Office of David B. Gardner Profit Sharing Plan among the smaller filed plans by assets
Law Office of David B. Gardner Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$720,256 21st percentile higher than 21% 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
Law Office of David B. Gardner 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. Law Office of David B. Gardner Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Law Office of David B. Gardner Profit Sharing Plan reported net income fell from $573K in the plan year 2023 filing to -$159K in the plan year 2024 filing.
- Law Office of David B. Gardner Profit Sharing Plan end-of-year assets fell from $879K in the plan year 2023 filing to $720K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 953913766 · Law Offices of David B. Gardner PY 2024 · Profit Sharing
Law Office of David B. Gardner Profit Sharing Plan · $720K · 3 · 21st
- EIN $720K
- RANK 3
- PHOTO 21st
- IND Profit Sharing
- EOY near Ross Transport Inc. Retirement Plan
- 5500 ind #3170
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 →
Law Office of David B. Gardner Profit Sharing Plan in the asset neighbourhood
Law Offices of David B. Gardner multi-year asset trail
Sponsor-wide plan assets over time
All Law Offices of David B. Gardner plans reported in each filing year
- Latest sponsor-wide plan assets
- $976K 168.67920478187642% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5 | $363K |
| 2023 | 2 | 6 | $1M |
| 2024 | 2 | 6 | $976K |
Law Offices of David B. Gardner filing trail (2024)
| Total Assets (Beginning of Year) | $879K |
|---|---|
| Net Assets (End of Year) | $720K |
| Net Income | -$159K |
| Employer EIN | 953913766 |
| Plan Effective Date | 2004-01-01 |
| 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
Law Office of David B. Gardner Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Ross Transport Inc. Retirement Plan in OK ($720K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($720K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Dick & Jane, Inc. Profit Sharing Plan & Trust (CO) 3 · 0 off
- Amm Restaurant Corp. Retirement Plan (MO) 3 · 0 off
- Ansonics Money Purchase Plan (OR) 3 · 0 off
- Aatc8 Inc. Retirement Plan (MD) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.