Profit Sharing · DOL Form 5500 · 2022

Minion and Sherman Smith Barney Prototype Ps Plan Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
40th
Percentile by assets National rank
$958,803
Avg per participant High balance/head
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Official DOL plan name: Minion and Sherman Smith Barney Prototype Ps Plan · Sponsored by Minion and Sherman Smith Barney Prototype Ps Plan · New Jersey · Professional & Technical Services

$3M in assets, 3 participants

Minion and Sherman Smith Barney Prototype Ps Plan's Minion and Sherman Smith Barney Prototype Ps Plan reported $3M in total assets and 3 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.

  • #7,960 in Professional & Technical Services (21,562 peers)

Minion and Sherman Smith Barney Prototype Ps Plan multi-year trail

Minion and Sherman Smith Barney Prototype Ps Plan's plans moved +22.4% in assets from 2022 to 2024; this filing shows Minion and Sherman Smith Barney Prototype Ps Plan at $3M / 3 participants.

#7,960
in Professional & Technical Services (21,562 peers)
-11.6%
assets change YoY

The plan reported a net loss of $376K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Minion and Sherman Smith Barney Prototype Ps Plan's mid-pack asset rank among Professional & Technical Services and all filers

Minion and Sherman Smith Barney Prototype Ps Plan vs every filed plan by assets

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

$2,876,410 40th percentile higher than 40% 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

Minion and Sherman Smith Barney Prototype Ps 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. Minion and Sherman Smith Barney Prototype Ps Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 223404797 · Minion and Sherman Smith Barney Prototype Ps Plan PY 2022 · Profit Sharing

Minion and Sherman Smith Barney Prototype Ps Plan · $3M · 3 · 40th

  • VS-ST $3M
  • VS-ST 3
  • VS-ST 40th
  • VS-ST Profit Sharing
  • VS-ST near Bolton & Cornblum Law Corporation Employees' Profit Sharing Plan
  • VS-ST ind #7960

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 New Jersey →

Minion and Sherman Smith Barney Prototype Ps Plan in the asset neighbourhood

Minion and Sherman Smith Barney Prototype Ps PlanMinion and Sherman Smith Bar…$3MBolton & Cornblum Law Corporation Employees' Profit Sharing PlanBolton & Cornblum Law Corpor…$3MG. Cronin & Sons, Inc. Profit Sharing PlanG. Cronin & Sons, Inc. Profi…$3MSarson's, Inc. Profit Sharing PlanSarson's, Inc. Profit Sharin…$3MMetropolitan Neurological Consultants, P.C. Profit Sharing PlanMetropolitan Neurological Co…$3M
End-of-year total assets ($M) among Minion and Sherman Smith Barney Prototype Ps Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Minion and Sherman Smith Barney Prototype Ps Plan multi-year asset trail

Sponsor-wide plan assets over time

All Minion and Sherman Smith Barney Prototype Ps Plan plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.420273883069523% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.88M $3.52M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $4M

Minion and Sherman Smith Barney Prototype Ps Plan filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$376K
Employer EIN223404797
Plan Effective Date1996-10-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

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

Minion and Sherman Smith Barney Prototype Ps Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Minion and Sherman Smith Barney Prototype Ps Plan, Total assets ($B): 0.00287641 · Participants: 3Minion and Sherman Smith Barney Prototype Ps PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.170942715 · Participants: 2189Ernst & Young Partnership Retirement (Hr-10) PlanPrinceton University Retirement Plan, Total assets ($B): 1.829863121 · Participants: 8141Princeton University Retirement PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.328796729 · Participants: 10006Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.300397825 · Participants: 8556Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.592706172 · Participants: 3061IBEW Local Union No 102 Surety Plan
Minion and Sherman Smith Barney Prototype Ps Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Minion and Sherman Smith Barney Prototype Ps Plan side-by-side with 3 peers →

Minion and Sherman Smith Barney Prototype Ps Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Bolton & Cornblum Law Corporation Employees' Profit Sharing Plan in FL ($3M); by covered participants it is Prairiestar Enterprises, Inc. Profit Sharing Plan in KS (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 Minion and Sherman Smith Barney Prototype Ps Plan assets move in 2022? ▼
Minion and Sherman Smith Barney Prototype Ps Plan pulled back noticeably - down 11.6% during 2022, from $3M to $3M. Reported net income was -$376K.
How have Minion and Sherman Smith Barney Prototype Ps Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Minion and Sherman Smith Barney Prototype Ps Plan's sponsor-wide assets grew 22.4%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Minion and Sherman Smith Barney Prototype Ps Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bolton & Cornblum Law Corporation Employees' Profit Sharing Plan in FL ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Minion and Sherman Smith Barney Prototype Ps Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Prairiestar Enterprises, Inc. Profit Sharing Plan in KS (3 participants, $167K 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 223404797.

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.