This company

Specialty distribution / Misc durable wholesale· Newport Beach, CA
NAICS 423990
As of · 4 sources, 17 observations, 1 event; scored today
Find capital

The company's name

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. $1.7M to $8.8M
    probable EBITDA

    Probable EBITDA $1.7M to $8.8M on revenue of $42M to $98M, estimated from 140 employees.

    Inside the $1M to $15M EBITDA range most independent sponsors state they buy.

    InferenceDFX estimate from headcount on Form 5500, 45% confidence
  2. 76
    dealability of 100

    Why it fits: operating tenure +20, 33 years since earliest plan effective date (floor on age); sector demand +10.5, specialty distribution: sponsor demand index 0.70 (anonymised market prior); benefit plans +5, 3 benefit plans on file (a professionalised employer).

    The largest contributions to its dealability score, each with the fact it rests on.

    DerivedDFX score, 26 Sep 2026
  3. 84
    data confidence of 100

    How sure the record is: 4 independent sources; latest effective observation 25 Sep 2026; size estimate at 45% confidence.

    How much of this page rests on independent sources rather than on our estimates.

    Measuredcount of sources and dates on the record
Dealability
76
high
Sponsor fit
47
elevated
Transition readiness
0
low
Data confidence
84
high
Opportunity
25
ranking only
What is it

Specialty distribution (Misc durable wholesale) employer in Newport Beach, CA, with 151 benefit plan participants on its latest filing, and a benefit plan in place since 1993. No website description has been captured yet.

Why does it fit
  • +40
    Estimate
  • +20
    Fact
  • +5
    Fact
  • +10.5
    Inference
Why now
What its own filings say
  1. 2022 to 2024Workforce on the planfallingstrong weightFact
    Form 5500 · read Sep 17, 2026
  2. 1993 to 2026Long establishedcontext weightFact
    Form 5500 · read Sep 17, 2026
How large is it
Probable revenue
$42.0M to $98.0M Estimate
Probable EBITDA
$1.7M to $8.8M Estimate
Workforce proxy
151 plan participants
Estimate computed on
140 employees, the headcount the size estimate used
Method
employees x sector revenue/employee band x sector EBITDA margin band
Confidence
45%
How certain are we
  • +40
    Fact4 independent sources
  • +30
    Factlatest effective observation 2026-09-25
  • +13.5
    Estimate
What changed
Ownership and transition activity
How the four classes are defined
  1. Jul 1, 2024plan year 2024Company transitionFactFinal filing, next year unpublishedconfidence 80%
    Final Form 5500 for 1 plan; the following plan year is not yet on the record
    Rule: On the 2022 and 2023 tapes, 79 to 80% of sponsors that marked a return final were absent from the RAW Form 5500 record the following plan year (any size, any industry, EIN and successor), against 1.8 to 2.1% of sponsors that did not; that is next-year absence, not a sale rate
    DOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 12, 2026
  1. Every dated event
  2. Jul 1, 2024Final benefit plan filingFactTransaction preparation
    DOL EFAST2 Form 5500 datasets efast.dol.gov
Decision makers

No named leader on the record yet: the company's site did not list one where we read it.

Profile
Founded
benefit plan since Jul 1, 1993 (age floor 33 years)
Ownership
not observed
Plans on file
3
What is the evidence
FactValueClassEffectiveSourceEvidence
Active participants140Fact2024-07-01DOL EFAST2 Form 5500 datasets
Business start date1982-07-22Inference1982-07-22SAM.gov entity registrations (monthly public V2 extract)
Ebitda band$5.3MEstimate2026-09-12DFX model output (scores, estimates, matches)
no URL
Entity structurecorporate entity, not tax exemptInference2026-01-06SAM.gov entity registrations (monthly public V2 extract)
Federal contract obligations233,675Inference2026-09-25USAspending.gov awards
Hq locationNewport Beach, CAFact2024-07-01DOL EFAST2 Form 5500 datasets
Naics code423990Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan count3Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan effective date earliest1993-07-01Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan participants151Fact2025-01-01DOL EFAST2 Form 5500 datasets
Plan participants155Fact2024-07-01DOL EFAST2 Form 5500 datasets
Plan participants185Fact2023-07-01DOL EFAST2 Form 5500 datasets
Plan participants237Fact2022-09-01DOL EFAST2 Form 5500 datasets
Sam registrationUei: NYDKPLPJALE8; Cage: 3ej06; Naics: 238390; Status: A; Expires: 2027-01-02; Purpose: Z2; Updated: 2026-01-06…Inference2026-01-06SAM.gov entity registrations (monthly public V2 extract)
SubsectorMisc durable wholesaleFact2024-07-01DOL EFAST2 Form 5500 datasets
VerticalSpecialty distributionFact2024-07-01DOL EFAST2 Form 5500 datasets
WebsiteRead at: 2026-09-23; Verify verdict: unreachableInference2026-01-06SAM.gov entity registrations (monthly public V2 extract)