Profit Sharing · DOL Form 5500 · 2022
Mary Case Inc Profit Sharing Plan
Data updated 2026-08-25
- $804K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $803,909
- Avg per participant High balance/head
Official DOL plan name: Mary Case Inc Profit Sharing Plan · Sponsored by Mary Case Inc · Missouri · Healthcare & Social Assistance
$804K in assets, 1 participants
Mary Case Inc's Mary Case Inc Profit Sharing Plan reported $804K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,882 in Healthcare & Social Assistance (20,060 peers)
Mary Case Inc multi-year trail
Mary Case Inc's plans moved +40.5% in assets from 2022 to 2024; this filing shows Mary Case Inc Profit Sharing Plan at $804K / 1 participant.
- #3,882
- in Healthcare & Social Assistance (20,060 peers)
- -13.2%
- assets change YoY
The plan reported a net loss of $123K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mary Case Inc Profit Sharing Plan among the smaller filed plans by assets
Mary Case Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$803,909 23rd percentile higher than 23% 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
Mary Case Inc 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. Mary Case Inc Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 431914501 · Mary Case Inc PY 2022 · Profit Sharing
Mary Case Inc Profit Sharing Plan · $804K · 1 · 23rd
- EIN $804K
- EIN 1
- EIN 23rd
- EIN Profit Sharing
- EIN near Klein and Fortune, P.a. Profit Sharing Plan
- EIN ind #3882
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 Missouri →
Mary Case Inc Profit Sharing Plan in the asset neighbourhood
Mary Case Inc multi-year asset trail
Sponsor-wide plan assets over time
All Mary Case Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 40.5216262039609% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $804K |
| 2023 | 1 | 1 | $953K |
| 2024 | 1 | 1 | $1M |
Mary Case Inc filing trail (2022)
| Total Assets (Beginning of Year) | $927K |
|---|---|
| Net Assets (End of Year) | $804K |
| Net Income | -$123K |
| Employer EIN | 431914501 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.2B · 18,584
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $490M · 4,856
- I. B. E. W. Local Union No. 124 Annuity Plan $328M · 3,250
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $325M · 3,378
- Iron Workers St. Louis District Council Annuity Trust Fund $302M · 6,869
Mary Case Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Klein and Fortune, P.a. Profit Sharing Plan in FL ($804K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($804K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.