Profit Sharing · DOL Form 5500 · 2022
James R Mcglinn Profit Sharing Plan
Data updated 2026-08-25
- $96K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $48,083
- Avg per participant Low balance/head
Official DOL plan name: James R Mcglinn Profit Sharing Plan · Sponsored by James R Mcglinn · Vermont · Healthcare & Social Assistance
$96K in assets, 2 participants
James R Mcglinn's James R Mcglinn Profit Sharing Plan reported $96K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.
- #792 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
James R Mcglinn Profit Sharing Plan contracted severely 37.9% in 2022 ($155K → $96K) for 2 participants.
- #792
- in Healthcare & Social Assistance (20,060 peers)
- -37.9%
- assets change YoY
The plan reported a net loss of $59K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
James R Mcglinn Profit Sharing Plan among the smaller filed plans by assets
James R Mcglinn Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$96,165 6th percentile higher than 6% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
James R Mcglinn Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James R Mcglinn Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 030283937 · James R Mcglinn PY 2022 · Profit Sharing
James R Mcglinn Profit Sharing Plan · $96K · 2 · 6th
- BOY $96K
- BOY 2
- BOY 6th
- BOY Profit Sharing
- BOY near The Blue Ghost, Inc. Retirement Plan
- BOY ind #792
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 Vermont →
James R Mcglinn Profit Sharing Plan in the asset neighbourhood
James R Mcglinn years around the 2022 move
Sponsor-wide plan assets over time
All James R Mcglinn plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $96K |
| 2023 | 1 | 2 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $155K |
|---|---|
| Net Assets (End of Year) | $96K |
| Net Income | -$59K |
| Employer EIN | 030283937 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Vermont
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Champlain College Defined Contribution Retirement Plan $94M · 450
- Retirement Plan for Employees of Howardcenter $80M · 1,265
- Burr and Burton Academy 403(b)Plan $24M · 159
- Aspire Living & Learning, Inc. 403(b) Plan $21M · 1,004
- The Putney School 403-B Plan $18M · 72
James R Mcglinn Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Vermont, the nearest Profit Sharing by assets is The Blue Ghost, Inc. Retirement Plan in GA ($96K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96K here).
- The Blue Ghost, Inc. Retirement Plan (GA) $96K · 2
- Vdza Enterprises Inc. Retirement Plan (PA) $96K · 1
- Ragnarok Corp. Profit Sharing Plan (WI) $96K · 2
- Sms Econo Retirement Plan (PR) $96K · 593
Similar participant headcount
Nearest other-state filings by covered participants (2 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.