Profit Sharing · DOL Form 5500 · 2022

Mickey, Casanova & Sack Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$607,961
Avg per participant High balance/head
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Official DOL plan name: Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual · Sponsored by Mickey, Casanova & Sack · California · Professional & Technical Services

$2M in assets, 3 participants

Mickey, Casanova & Sack's Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,244 in Professional & Technical Services (21,562 peers)

Mickey, Casanova & Sack multi-year trail

Mickey, Casanova & Sack's plans moved +15.0% in assets from 2022 to 2024; this filing shows Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual at $2M / 3 participants.

#6,244
in Professional & Technical Services (21,562 peers)
-7.6%
assets change YoY

The plan reported a net loss of $150K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual among the smaller filed plans by assets

Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,823,883 32nd percentile higher than 32% of 139,123 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 2022

Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 953558195 · Mickey, Casanova & Sack PY 2022 · Profit Sharing

Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual · $2M · 3 · 32nd

  • BOOK $2M
  • BOOK 3
  • BOOK 32nd
  • BOOK Profit Sharing
  • BOOK near Ratliff and Jentho Cpa Profit Sharing Plan
  • BOOK ind #6244

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 →

Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual in the asset neighbourhood

USA Softball Profit Sharing PlanUSA Softball Profit Sharing …$2MKyle S. Christensen, D.D.S., P.C. Profit Sharing PlanKyle S. Christensen, D.D.S.,…$2MMerrill Lynch Pierce Fenner Smith, Inc Photo Type IndividualMerrill Lynch Pierce Fenner …$2MRatliff and Jentho Cpa Profit Sharing PlanRatliff and Jentho Cpa Profi…$2MTesla Imagenes, Csp Retirement PlanTesla Imagenes, Csp Retireme…$2M
End-of-year total assets ($M) among Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Mickey, Casanova & Sack multi-year asset trail

Sponsor-wide plan assets over time

All Mickey, Casanova & Sack plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.994711831844477% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $1.82M $2.1M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Mickey, Casanova & Sack filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$150K
Employer EIN953558195
Plan Effective Date1982-06-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual, Total assets ($B): 0.001823883 · Participants: 3Merrill Lynch Pierce Fenner Smith, Inc Photo Type IndividualIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual side-by-side with 3 peers →

Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Ratliff and Jentho Cpa Profit Sharing Plan in TX ($2M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual assets move in 2022? ▼
Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual pulled back noticeably - down 7.6% during 2022, from $2M to $2M. Reported net income was -$150K.
How have Mickey, Casanova & Sack plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mickey, Casanova & Sack's sponsor-wide assets grew 15.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual? ▼
Among Profit Sharing plans in other states, the closest by assets is Ratliff and Jentho Cpa Profit Sharing Plan in TX ($2M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953558195.

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.