Profit Sharing · DOL Form 5500 · 2023

Nick G Tarlson Cpa Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
31st
Percentile by assets National rank
$357,167
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tarlson & Associates Profit Sharing Plan · Sponsored by Nick G Tarlson Cpa · California · Professional & Technical Services

$2M in assets, 6 participants

Nick G Tarlson Cpa's Tarlson & Associates Profit Sharing Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,559 in Professional & Technical Services (20,321 peers)

Nick G Tarlson Cpa multi-year trail

Nick G Tarlson Cpa's plans moved +39.6% in assets from 2022 to 2024; this filing shows Tarlson & Associates Profit Sharing Plan at $2M / 6 participants.

#5,559
in Professional & Technical Services (20,321 peers)
+20.6%
assets growth YoY

Tarlson & Associates Profit Sharing Plan among the smaller filed plans by assets

Tarlson & Associates Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,143,002 31st percentile higher than 31% of 127,068 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 2023

Tarlson & Associates Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tarlson & Associates Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tarlson & Associates Profit Sharing Plan reported net income rose from -$164K in the plan year 2022 filing to $367K in the plan year 2023 filing.
  • Tarlson & Associates Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 680077572 · Nick G Tarlson Cpa PY 2023 · Profit Sharing

Tarlson & Associates Profit Sharing Plan · $2M · 6 · 31st

  • SCH $2M
  • EBSA 6
  • PART 31st
  • TYPE Profit Sharing
  • NET near Jorge M. Suro Ballester Retirement Plan
  • BOOK ind #5559

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 →

Tarlson & Associates Profit Sharing Plan in the asset neighbourhood

Retirement Income Plan for Employees of Martha Jefferson HouseRetirement Income Plan for E…$2MTarlson & Associates Profit Sharing PlanTarlson & Associates Profit …$2MJorge M. Suro Ballester Retirement PlanJorge M. Suro Ballester Reti…$2MMonarch Realty & Management, Inc. Profit Sharing Plan and TrustMonarch Realty & Management,…$2MRatliff and Jentho Cpa Profit Sharing PlanRatliff and Jentho Cpa Profi…$2M
End-of-year total assets ($M) among Tarlson & Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Nick G Tarlson Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Nick G Tarlson Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$2M 39.62863598648562% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.78M $2.48M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 5 $2M

Nick G Tarlson Cpa filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$367K
Employer EIN680077572
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Tarlson & Associates Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Tarlson & Associates Profit Sharing Plan, Total assets ($B): 0.002143002 · Participants: 6Tarlson & Associates Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Tarlson & Associates Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Tarlson & Associates Profit Sharing Plan side-by-side with 3 peers →

Tarlson & Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Jorge M. Suro Ballester Retirement Plan in PR ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tarlson & Associates Profit Sharing Plan assets move in 2023? ▼
Tarlson & Associates Profit Sharing Plan grew sharply - up 20.6% during 2023, from $2M to $2M. Reported net income was $367K.
How have Nick G Tarlson Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nick G Tarlson Cpa's sponsor-wide assets grew 39.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Tarlson & Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jorge M. Suro Ballester Retirement Plan in PR ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Tarlson & Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680077572.

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.