Profit Sharing · DOL Form 5500 · 2024

Southern California Health & Rehabilitation Program Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 159
Participants Small participant base: 37th
Percentile by assets National rank: $22,742
Avg per participant Low balance/head

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Official DOL plan name: Southern California Health & Rehabilitation Program Profit Sharing Plan · Sponsored by Southern California Health & Rehabilitation Program · California · Healthcare & Social Assistance

$4M in assets, 159 participants

Southern California Health & Rehabilitation Program's Southern California Health & Rehabilitation Program Profit Sharing Plan reported $4M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

#6,401 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Southern California Health & Rehabilitation Program Profit Sharing Plan covers 159 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $4M.

#6,401
in Healthcare & Social Assistance (16,916 peers): +30.3%
assets growth YoY

Southern California Health & Rehabilitation Program Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southern California Health & Rehabilitation Program Profit Sharing Plan vs every filed plan by assets

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

$3,616,038 37th percentile higher than 37% 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

Southern California Health & Rehabilitation Program Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern California Health & Rehabilitation Program Profit Sharing Plan sits mid-pack in the medium band (159 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Southern California Health & Rehabilitation Program Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Southern California Health & Rehabilitation Program Profit Sharing Plan reported net income rose from $757K in the plan year 2023 filing to $796K in the plan year 2024 filing.
Southern California Health & Rehabilitation Program Profit Sharing Plan reported participants fell from 161 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954482413 · Southern California Health & Rehabilitation Program PY 2024 · Profit Sharing

Southern California Health & Rehabilitation Program Profit Sharing Plan · $4M · 159 · 37th

EIN $4M
RANK 159
PHOTO 37th
IND Profit Sharing
EOY near Peterson's Oil Service, Inc.Profit Sharing Plan
5500 ind #6401

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 →

End-of-year total assets ($M) among Southern California Health & Rehabilitation Program Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$796K
Employer EIN	954482413
Plan Effective Date	2019-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Southern California Health & Rehabilitation Program)

Latest sponsor-wide plan assets: $6M 199.0305199879682% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	144	$2M
2023	1	161	$3M
2024	2	453	$6M

Nearby Profit Sharing Plans in California

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

Southern California Health & Rehabilitation Program Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

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

Compare Southern California Health & Rehabilitation Program Profit Sharing Plan side-by-side with 3 peers →

Southern California Health & Rehabilitation Program Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Peterson's Oil Service, Inc.Profit Sharing Plan in MA ($4M); by covered participants it is Bartlett Learning Center, Inc. Defined Contribution Retirement Plan in IL (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Peterson's Oil Service, Inc.Profit Sharing Plan (MA) $4M · 79
Arnold Healthmart Drug Company Profit Sharing Plan (TN) $4M · 10
Texo Enterprises, Inc. Retirement Plan (KY) $4M · 13
West Ohio Community Action Partnership 403(b) Plan (OH) $4M · 91

Similar participant headcount

Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan (IL) 159 · 0 off
Seamens Society for Children and Families 403(b) Plan (NY) 159 · 0 off
Bond, Schoeneck & King, PLLC Members Retirement Plan (NY) 159 · 0 off
Center for Energy and Environment 401(a) Plan (MN) 159 · 0 off

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 Southern California Health & Rehabilitation Program Profit Sharing Plan assets move in 2024? ▼

Southern California Health & Rehabilitation Program Profit Sharing Plan surged - up 30.3% during 2024, from $3M to $4M. Reported net income was $796K.

How have Southern California Health & Rehabilitation Program plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Southern California Health & Rehabilitation Program's sponsor-wide assets grew 199.0%, from $2M to $6M.

Which Profit Sharing plans are similar in size to Southern California Health & Rehabilitation Program Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Peterson's Oil Service, Inc.Profit Sharing Plan in MA ($4M, 79 participants).

Which Profit Sharing plans cover a similar participant headcount to Southern California Health & Rehabilitation Program Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Bartlett Learning Center, Inc. Defined Contribution Retirement Plan in IL (159 participants, $4M 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 954482413.