Profit Sharing · DOL Form 5500 · 2024

The Nikols Company Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
33rd
Percentile by assets National rank
$338,780
Avg per participant High balance/head
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Official DOL plan name: The Nikols Company Profit Sharing Plan · Sponsored by The Nikols Company · California · Real Estate

$3M in assets, 8 participants

The Nikols Company's The Nikols Company Profit Sharing Plan reported $3M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,413 in Real Estate (4,605 peers)

The Nikols Company multi-year trail

The Nikols Company's plans moved +16.1% in assets from 2022 to 2024; this filing shows The Nikols Company Profit Sharing Plan at $3M / 8 participants.

#2,413
in Real Estate (4,605 peers)
+18.8%
assets growth YoY

The Nikols Company Profit Sharing Plan among the smaller filed plans by assets

The Nikols Company Profit Sharing Plan vs every filed plan by assets

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

$2,710,241 33rd percentile higher than 33% 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

The Nikols Company 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. The Nikols Company Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Nikols Company Profit Sharing Plan reported net income rose from -$54K in the plan year 2023 filing to $430K in the plan year 2024 filing.
  • The Nikols Company Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Nikols Company Profit Sharing Plan reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 201009019 · The Nikols Company PY 2024 · Profit Sharing

The Nikols Company Profit Sharing Plan · $3M · 8 · 33rd

  • VS-ST $3M
  • VS-ST 8
  • VS-ST 33rd
  • VS-ST Profit Sharing
  • VS-ST near Coastal Rec Ventures Inc. Retirement Plan
  • VS-ST ind #2413

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 Real Estate retirement plans → · Plans in California →

The Nikols Company Profit Sharing Plan in the asset neighbourhood

The Nikols Company Profit Sharing PlanThe Nikols Company Profit Sh…$3MCoastal Rec Ventures Inc. Retirement PlanCoastal Rec Ventures Inc. Re…$3MEric H Spellman Dds Keogh Profit Sharing Plan OpEric H Spellman Dds Keogh Pr…$3MGould Enterprises, Inc. Retirement PlanGould Enterprises, Inc. Reti…$3MBod Ventures, Inc. Retirement PlanBod Ventures, Inc. Retiremen…$3M
End-of-year total assets ($M) among The Nikols Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

The Nikols Company multi-year asset trail

Sponsor-wide plan assets over time

All The Nikols Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.116824560080616% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M 202220232024 $2.33M $2.71M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 8 $3M

The Nikols Company filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$430K
Employer EIN201009019
Plan Effective Date2004-04-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

The Nikols Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants The Nikols Company Profit Sharing Plan, Total assets ($B): 0.002710241 · Participants: 8The Nikols Company 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
The Nikols Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

The Nikols Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Coastal Rec Ventures Inc. Retirement Plan in FL ($3M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 The Nikols Company Profit Sharing Plan assets move in 2024?
The Nikols Company Profit Sharing Plan grew sharply - up 18.8% during 2024, from $2M to $3M. Reported net income was $430K.
How have The Nikols Company plan assets changed over time?
Across 3 plan years on file (2022-2024), The Nikols Company's sponsor-wide assets grew 16.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to The Nikols Company Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Coastal Rec Ventures Inc. Retirement Plan in FL ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to The Nikols Company Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants, N/A in assets).