Profit Sharing · DOL Form 5500 · 2022
Charles Mcrae Management Company Profit Sharing Plan
Data updated 2026-08-25
- $618K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $123,558
- Avg per participant Near avg balance/head
Official DOL plan name: Charles Mcrae Management Company Investco Investments Prototype Profit Sharing Plan · Sponsored by Charles Mcrae Management Company · Illinois · Professional & Technical Services
$618K in assets, 5 participants
Charles Mcrae Management Company's Charles Mcrae Management Company Investco Investments Prototype Profit Sharing Plan reported $618K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #3,531 in Professional & Technical Services (21,562 peers)
Charles Mcrae Management Company multi-year trail
Charles Mcrae Management Company's plans moved +12.3% in assets from 2022 to 2024; this filing shows Charles Mcrae Management Company Investco Investments Prototype Profit Sharing Plan at $618K / 5 participants.
- #3,531
- in Professional & Technical Services (21,562 peers)
- -13.1%
- assets change YoY
The plan reported a net loss of $94K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charles Mcrae Management Company Investco Investments Prototype Profit Sharing Plan among the smaller filed plans by assets
Charles Mcrae Management Company Investco Investments Prototype Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$617,792 20th percentile higher than 20% 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
Charles Mcrae Management Company Investco Investments Prototype 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. Charles Mcrae Management Company Investco Investments Prototype Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 113703503 · Charles Mcrae Management Company PY 2022 · Profit Sharing
Charles Mcrae Management Company Investco Investments Prototype Profit Sharing Plan · $618K · 5 · 20th
- BOY $618K
- BOY 5
- BOY 20th
- BOY Profit Sharing
- BOY near Billy Eichner Inc Profit Sharing Plan
- BOY ind #3531
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 Illinois →
Charles Mcrae Management Company Investco Investments Prototype Profit Sharing Plan in the asset neighbourhood
Charles Mcrae Management Company multi-year asset trail
Sponsor-wide plan assets over time
All Charles Mcrae Management Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $694K 12.283422252149592% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $618K |
| 2023 | 1 | 5 | $663K |
| 2024 | 1 | 5 | $694K |
Charles Mcrae Management Company filing trail (2022)
| Total Assets (Beginning of Year) | $711K |
|---|---|
| Net Assets (End of Year) | $618K |
| Net Income | -$94K |
| Employer EIN | 113703503 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.0B · 17,181
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $2.9B · 21,985
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.5B · 4,327
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.4B · 16,140
- Accenture United States Discretionary Profit Sharing Plan $893M · 10,992
Charles Mcrae Management Company Investco Investments Prototype Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Billy Eichner Inc Profit Sharing Plan in NY ($618K); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($618K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Summit Equity Group Lashes, Inc. Retirement Plan (FL) 5 · 0 off
- Unit Design Inc Ps (LA) 5 · 0 off
- Kull N Claude Fleet Services, Inc. Profit Sharing Plan (MN) 5 · 0 off
- Nomax Inc. Retirement Plan (LA) 5 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.