Profit Sharing · DOL Form 5500 · 2024

James and Rebecca Prouty Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$415K
Total assets Small plan by assets
20
Participants Small participant base
16th
Percentile by assets National rank
$20,744
Avg per participant Low balance/head
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Official DOL plan name: James and Rebecca Prouty Enterprises, Inc. Retirement Plan · Sponsored by James and Rebecca Prouty Enterprises, Inc. · California · Healthcare & Social Assistance

$415K in assets, 20 participants

James and Rebecca Prouty Enterprises, Inc.'s James and Rebecca Prouty Enterprises, Inc. Retirement Plan reported $415K in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,958 in Healthcare & Social Assistance (16,916 peers)

James and Rebecca Prouty Enterprises, Inc. multi-year trail

James and Rebecca Prouty Enterprises, Inc.'s plans moved -13.8% in assets from 2022 to 2024; this filing shows James and Rebecca Prouty Enterprises, Inc. Retirement Plan at $415K / 20 participants.

#1,958
in Healthcare & Social Assistance (16,916 peers)
+2.5%
assets growth YoY

James and Rebecca Prouty Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

James and Rebecca Prouty Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$414,889 16th percentile higher than 16% 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

James and Rebecca Prouty Enterprises, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James and Rebecca Prouty Enterprises, Inc. Retirement Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James and Rebecca Prouty Enterprises, Inc. Retirement Plan reported net income rose from -$76K in the plan year 2023 filing to $10K in the plan year 2024 filing.
  • James and Rebecca Prouty Enterprises, Inc. Retirement Plan reported participants rose from 19 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • James and Rebecca Prouty Enterprises, Inc. Retirement Plan end-of-year assets rose from $405K in the plan year 2023 filing to $415K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 463731529 · James and Rebecca Prouty Enterprises, Inc. PY 2024 · Profit Sharing

James and Rebecca Prouty Enterprises, Inc. Retirement Plan · $415K · 20 · 16th

  • EIN $415K
  • EIN 20
  • EIN 16th
  • EIN Profit Sharing
  • EIN near Advanced Petroleum Services Inc. Retirement Plan
  • EIN ind #1958

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 Healthcare & Social Assistance retirement plans → · Plans in California →

James and Rebecca Prouty Enterprises, Inc. Retirement Plan in the asset neighbourhood

Coastal Maine Oral & Maxillofacial Surgery, P.a. Retirement PlanCoastal Maine Oral & Maxillo…$415KTripletdoublem, Inc. Retirement PlanTripletdoublem, Inc. Retirem…$415KSorelle Athletica Inc. Retirement PlanSorelle Athletica Inc. Retir…$415KJames and Rebecca Prouty Enterprises, Inc. Retirement PlanJames and Rebecca Prouty Ent…$415KAdvanced Petroleum Services Inc. Retirement PlanAdvanced Petroleum Services …$415K
End-of-year total assets ($M) among James and Rebecca Prouty Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

James and Rebecca Prouty Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All James and Rebecca Prouty Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$415K 13.75255953185253% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.48M $0.41M ▼ -14.6%
Year Plans Participants Total Assets
2022 1 18 $481K
2023 1 19 $405K
2024 1 20 $415K

James and Rebecca Prouty Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$405K
Net Assets (End of Year)$415K
Net Income$10K
Employer EIN463731529
Plan Effective Date2013-10-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

James and Rebecca Prouty Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants James and Rebecca Prouty Enterprises, Inc. Retirement Plan, Total assets ($B): 0.000414889 · Participants: 20James and Rebecca Prouty Enterprises, Inc. Retirement 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
James and Rebecca Prouty Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare James and Rebecca Prouty Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

James and Rebecca Prouty Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Advanced Petroleum Services Inc. Retirement Plan in KY ($415K); by covered participants it is George Bond Inc. Retirement Plan in NC (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 James and Rebecca Prouty Enterprises, Inc. Retirement Plan assets move in 2024? ▼
James and Rebecca Prouty Enterprises, Inc. Retirement Plan edged up modestly - up 2.5% during 2024, from $405K to $415K. Reported net income was $10K.
How have James and Rebecca Prouty Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James and Rebecca Prouty Enterprises, Inc.'s sponsor-wide assets declined 13.8%, from $481K to $415K.
Where does James and Rebecca Prouty Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
James and Rebecca Prouty Enterprises, Inc. Retirement Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to James and Rebecca Prouty Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Advanced Petroleum Services Inc. Retirement Plan in KY ($415K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to James and Rebecca Prouty Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is George Bond Inc. Retirement Plan in NC (20 participants, $6M 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 463731529.

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.