Money Purchase · DOL Form 5500 · 2024

Shaw Dehghan Profit Sharing Plan Money Purchase Plan

Data updated 2026-08-11

$1M
Total assets
4
Participants
26th
Percentile by assets
$344,260
Avg per participant
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Official DOL plan name: Shaw Dehghan Profit Sharing Plan · Sponsored by Shaw Dehghan Profit Sharing Plan · California · Retail Trade

$1M in assets, 4 participants

Shaw Dehghan Profit Sharing Plan's Shaw Dehghan Profit Sharing Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • 26th percentile by assets (of 123,622 plans)
  • #3,090 in Retail Trade (8,048 peers)

Shaw Dehghan Profit Sharing Plan multi-year trail

Shaw Dehghan Profit Sharing Plan's plans moved +33.3% in assets from 2022 to 2024; this filing shows Shaw Dehghan Profit Sharing Plan at $1M / 4 participants.

$1M
total plan assets (2024 EOY)
4
covered participants
26th
percentile by assets (of 123,622 plans)
$344,260
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shaw Dehghan Profit Sharing Plan reported net income fell from $219K in the plan year 2023 filing to $125K in the plan year 2024 filing.
  • Shaw Dehghan Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Shaw Dehghan Profit Sharing Plan across 3 plan years on file

Across the 3 plan years Shaw Dehghan Profit Sharing Plan has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $1M, a gain of 33.3%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($1M); trough: 2022 ($1M).

Shaw Dehghan Profit Sharing Plan multi-year asset trail

$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.03M $1.38M ▲ +34.0%
Total plan assets by year, all Shaw Dehghan Profit Sharing Plan plans on file
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $1M

Shaw Dehghan Profit Sharing Plan filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$125K
Employer EIN900461816
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Shaw Dehghan Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants

Shaw Dehghan Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Shaw Dehghan Profit …The Permanente Contr…Kaiser Permanente Su…University of Southe…Carpenters Annuity T…Directors Guild of A…
Shaw Dehghan Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Shaw Dehghan Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Shaw Dehghan Profit Sharing Plan assets move in 2024?
Shaw Dehghan Profit Sharing Plan grew at a solid clip - up 10.0% during 2024, from $1M to $1M. Reported net income was $125K.
How have Shaw Dehghan Profit Sharing Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Shaw Dehghan Profit Sharing Plan's sponsor-wide assets grew 33.3%, from $1M to $1M.
Which Money Purchase plans are similar in size to Shaw Dehghan Profit Sharing Plan?
Among Money Purchase plans in other states, the closest by assets is Money Purchase Plan in NJ ($1M, 1 participant).

Next read for Shaw Dehghan Profit Sharing Plan

Multi-year trail

Ways to act on Shaw Dehghan Profit Sharing Plan's numbers.

  • By total assets, Shaw Dehghan Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
  • Shaw Dehghan Profit Sharing Plan's sponsor-wide assets have grown 33.3% since 2022 across 3 plan years on file. More Retail Trade plans