Profit Sharing · DOL Form 5500 · 2022
Dale R Meyer Meyer Financial LLC Profit Sharing Plan
Data updated 2026-08-25
- $707K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $353,696
- Avg per participant High balance/head
Official DOL plan name: Dale R Meyer Profit Sharing Plan · Sponsored by Dale R Meyer Meyer Financial LLC · Wisconsin · Finance & Insurance
$707K in assets, 2 participants
Dale R Meyer Meyer Financial LLC's Dale R Meyer Profit Sharing Plan reported $707K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,287 in Finance & Insurance (9,261 peers)
2022 asset change
Dale R Meyer Profit Sharing Plan pulled back noticeably 12.2% in 2022 ($806K → $707K) for 2 participants.
- #1,287
- in Finance & Insurance (9,261 peers)
- -12.2%
- assets change YoY
The plan reported a net loss of $99K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dale R Meyer Profit Sharing Plan among the smaller filed plans by assets
Dale R Meyer Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$707,391 22nd percentile higher than 22% 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
Dale R Meyer 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. Dale R Meyer Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 205748984 · Dale R Meyer Meyer Financial LLC PY 2022 · Profit Sharing
Dale R Meyer Profit Sharing Plan · $707K · 2 · 22nd
- NET $707K
- NET 2
- NET 22nd
- NET Profit Sharing
- NET near Mime Ventures Inc. Profit Sharing Plan
- NET ind #1287
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 Finance & Insurance retirement plans → · Plans in Wisconsin →
Dale R Meyer Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $806K |
|---|---|
| Net Assets (End of Year) | $707K |
| Net Income | -$99K |
| Employer EIN | 205748984 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
Dale R Meyer Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Mime Ventures Inc. Profit Sharing Plan in MI ($707K); 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 ($707K here).
- Mime Ventures Inc. Profit Sharing Plan (MI) $707K · 2
- Two 3 Inc. Retirement Plan (UT) $707K · 7
- Norton Electric Co Ltd Profit Sharing Plan (CA) $708K · 12
- Blue City Investments Co. Retirement Plan (TX) $708K · 2
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.