Profit Sharing · DOL Form 5500 · 2024

American Equity Service Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$981,165
Avg per participant High balance/head
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Official DOL plan name: American Equity Service Inc Profit Sharing Plan · Sponsored by American Equity Service Inc · California · Professional & Technical Services

$2M in assets, 2 participants

American Equity Service Inc's American Equity Service Inc Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,032 in Professional & Technical Services (20,173 peers)

American Equity Service Inc multi-year trail

American Equity Service Inc's plans moved +17.1% in assets from 2022 to 2024; this filing shows American Equity Service Inc Profit Sharing Plan at $2M / 2 participants.

#5,032
in Professional & Technical Services (20,173 peers)
+7.4%
assets growth YoY

American Equity Service Inc Profit Sharing Plan among the smaller filed plans by assets

American Equity Service Inc Profit Sharing Plan vs every filed plan by assets

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

$1,962,329 29th percentile higher than 29% 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

American Equity Service Inc 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. American Equity Service Inc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Equity Service Inc Profit Sharing Plan reported net income fell from $151K in the plan year 2023 filing to $136K in the plan year 2024 filing.
  • American Equity Service Inc Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 680086046 · American Equity Service Inc PY 2024 · Profit Sharing

American Equity Service Inc Profit Sharing Plan · $2M · 2 · 29th

  • NET $2M
  • NET 2
  • NET 29th
  • NET Profit Sharing
  • NET near Martha a Rosenberg Profit Sharing Plan
  • NET ind #5032

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 →

American Equity Service Inc Profit Sharing Plan in the asset neighbourhood

American Equity Service Inc Profit Sharing PlanAmerican Equity Service Inc …$2MMartha a Rosenberg Profit Sharing PlanMartha a Rosenberg Profit Sh…$2MHeaven's Hands Community Services, Inc. 403(b) PlanHeaven's Hands Community Ser…$2MSan Francisco Health Inc Dba Hospital San Francisco Retirement PlanSan Francisco Health Inc Dba…$2MPaul E. Andrews Dmd, PC Profit Sharing PlanPaul E. Andrews Dmd, PC Prof…$2M
End-of-year total assets ($M) among American Equity Service Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

American Equity Service Inc multi-year asset trail

Sponsor-wide plan assets over time

All American Equity Service Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 17.051314399490835% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.68M $1.96M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

American Equity Service Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$136K
Employer EIN680086046
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

American Equity Service Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants American Equity Service Inc Profit Sharing Plan, Total assets ($B): 0.001962329 · Participants: 2American Equity Service Inc 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
American Equity Service Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare American Equity Service Inc Profit Sharing Plan side-by-side with 3 peers →

American Equity Service Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Martha a Rosenberg Profit Sharing Plan in KY ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 American Equity Service Inc Profit Sharing Plan assets move in 2024? ▼
American Equity Service Inc Profit Sharing Plan grew at a solid clip - up 7.4% during 2024, from $2M to $2M. Reported net income was $136K.
How have American Equity Service Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Equity Service Inc's sponsor-wide assets grew 17.1%, from $2M to $2M.
Which Profit Sharing plans are similar in size to American Equity Service Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Martha a Rosenberg Profit Sharing Plan in KY ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to American Equity Service Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 680086046.

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.