Profit Sharing · DOL Form 5500 · 2022
Asset Management for Professionals Profit Sharing Plan
Data updated 2026-08-11
- $3M
- Total assets
- 2
- Participants
- 40th
- Percentile by assets
- $1.5M
- Avg per participant
Official DOL plan name: Asset Management for Professionals, Inc. Qualified Retirement Plan · Sponsored by Asset Management for Professionals · Wisconsin · Finance & Insurance
$3M in assets, 2 participants
Asset Management for Professionals's Asset Management for Professionals, Inc. Qualified Retirement Plan reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- 40th percentile by assets (of 139,126 plans)
- #2,498 in Finance & Insurance (9,261 peers)
Asset Management for Professionals multi-year trail
Asset Management for Professionals's plans moved +15.4% in assets from 2022 to 2024; this filing shows Asset Management for Professionals, Inc. Qualified Retirement Plan at $3M / 2 participants.
- $3M
- total plan assets (2022 EOY)
- 2
- covered participants
- 40th
- percentile by assets (of 139,126 plans)
- $1.5M
- avg assets per participant
The plan reported a net loss of $319K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Asset Management for Professionals across 3 plan years on file
Across the 3 plan years Asset Management for Professionals has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $3M, a gain of 15.4%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($3M).
Asset Management for Professionals multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $3M |
| 2024 | 1 | 2 | $3M |
Asset Management for Professionals filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$319K |
| Employer EIN | 391802777 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Asset Management for Professionals, Inc. Qualified Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Asset Management for Professionals, Inc. Qualified Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Asset Management for Professionals, Inc. Qualified Retirement Plan assets move in 2022? ▼
How have Asset Management for Professionals plan assets changed over time? ▼
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Multi-year trail
Ways to act on Asset Management for Professionals, Inc. Qualified Retirement Plan's numbers.
- By total assets, Asset Management for Professionals, Inc. Qualified Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Wisconsin. Compare plans
- Asset Management for Professionals's sponsor-wide assets have grown 15.4% since 2022 across 3 plan years on file. More Finance & Insurance plans