Profit Sharing · DOL Form 5500 · 2022

Herbert G. Mitchell, Jr Profit Sharing Plan

Data updated 2026-08-25

$472K
Total assets Small plan by assets
3
Participants Small participant base
18th
Percentile by assets National rank
$157,273
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Herbert G. Mitchell Jr., Profit Sharing Plan · Sponsored by Herbert G. Mitchell, Jr · Pennsylvania · Professional & Technical Services

$472K in assets, 3 participants

Herbert G. Mitchell, Jr's Herbert G. Mitchell Jr., Profit Sharing Plan reported $472K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,045 in Professional & Technical Services (21,562 peers)

2022 asset change

Herbert G. Mitchell Jr., Profit Sharing Plan declined sharply 17.3% in 2022 ($570K → $472K) for 3 participants.

#3,045
in Professional & Technical Services (21,562 peers)
-17.3%
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.

Herbert G. Mitchell Jr., Profit Sharing Plan among the smaller filed plans by assets

Herbert G. Mitchell Jr., Profit Sharing Plan vs every filed plan by assets

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

$471,820 18th percentile higher than 18% 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

Herbert G. Mitchell Jr., 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. Herbert G. Mitchell Jr., Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 251504257 · Herbert G. Mitchell, Jr PY 2022 · Profit Sharing

Herbert G. Mitchell Jr., Profit Sharing Plan · $472K · 3 · 18th

  • PCT $472K
  • EIN 3
  • RANK 18th
  • PHOTO Profit Sharing
  • IND near Kaw Investments, Inc. Retirement Plan
  • EOY ind #3045

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 Pennsylvania →

Herbert G. Mitchell Jr., Profit Sharing Plan in the asset neighbourhood

Herbert G. Mitchell Jr., Profit Sharing PlanHerbert G. Mitchell Jr., Pro…$472KKaw Investments, Inc. Retirement PlanKaw Investments, Inc. Retire…$471KIn-Pact, Inc. Profit Sharing PlanIn-Pact, Inc. Profit Sharing…$471KKlb3 Investments Inc. Retirement PlanKlb3 Investments Inc. Retire…$472KSchubert Ventures Inc. Retirement PlanSchubert Ventures Inc. Retir…$471K
End-of-year total assets ($M) among Herbert G. Mitchell Jr., Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Herbert G. Mitchell, Jr years around the 2022 move

Sponsor-wide plan assets over time

All Herbert G. Mitchell, Jr plans reported in each filing year

Latest sponsor-wide plan assets
$446K 5.510999957610953% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.47M $0.45M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 3 $472K
2023 1 3 $400K
2024 1 2 $446K

2022 asset-move particulars

Total Assets (Beginning of Year)$570K
Net Assets (End of Year)$472K
Net Income-$99K
Employer EIN251504257
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Herbert G. Mitchell Jr., Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Herbert G. Mitchell Jr., Profit Sharing Plan, Total assets ($B): 0.00047182 · Participants: 3Herbert G. Mitchell Jr., Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Herbert G. Mitchell Jr., Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Herbert G. Mitchell Jr., Profit Sharing Plan side-by-side with 3 peers →

Herbert G. Mitchell Jr., Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Kaw Investments, Inc. Retirement Plan in OK ($471K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($472K here).

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 Herbert G. Mitchell Jr., Profit Sharing Plan assets move in 2022? ▼
Herbert G. Mitchell Jr., Profit Sharing Plan declined sharply - down 17.3% during 2022, from $570K to $472K. Reported net income was -$99K.
How have Herbert G. Mitchell, Jr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herbert G. Mitchell, Jr's sponsor-wide assets declined 5.5%, from $472K to $446K.
Where does Herbert G. Mitchell Jr., Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Herbert G. Mitchell Jr., Profit Sharing Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Herbert G. Mitchell Jr., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kaw Investments, Inc. Retirement Plan in OK ($471K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Herbert G. Mitchell Jr., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 251504257.

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.