Profit Sharing · DOL Form 5500 · 2022

James L. Stan Attorney-Cpa Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
41st
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: James L. Stan Attorney-Cpa Profit Sharing Plan & Trust · Sponsored by James L. Stan Attorney-Cpa · Indiana · Professional & Technical Services

$3M in assets, 2 participants

James L. Stan Attorney-Cpa's James L. Stan Attorney-Cpa Profit Sharing Plan & Trust reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #8,234 in Professional & Technical Services (21,562 peers)

James L. Stan Attorney-Cpa multi-year trail

James L. Stan Attorney-Cpa's plans moved +92.1% in assets from 2022 to 2024; this filing shows James L. Stan Attorney-Cpa Profit Sharing Plan & Trust at $3M / 2 participants.

#8,234
in Professional & Technical Services (21,562 peers)
-33.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James L. Stan Attorney-Cpa Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

James L. Stan Attorney-Cpa Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,075,157 41st percentile higher than 41% 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

James L. Stan Attorney-Cpa Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James L. Stan Attorney-Cpa Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 351660941 · James L. Stan Attorney-Cpa PY 2022 · Profit Sharing

James L. Stan Attorney-Cpa Profit Sharing Plan & Trust · $3M · 2 · 41st

  • BOOK $3M
  • VS-ST 2
  • BOY 41st
  • SCH Profit Sharing
  • EBSA near All Metal Sales, Inc. Profit Sharing Plan
  • PART ind #8234

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 Indiana →

James L. Stan Attorney-Cpa Profit Sharing Plan & Trust in the asset neighbourhood

James L. Stan Attorney-Cpa Profit Sharing Plan & TrustJames L. Stan Attorney-Cpa P…$3MAll Metal Sales, Inc. Profit Sharing PlanAll Metal Sales, Inc. Profit…$3MSrbk Investments Inc. Retirement PlanSrbk Investments Inc. Retire…$3MHorne LLP Puerto Rico Employees Profit Sharing PlanHorne LLP Puerto Rico Employ…$3MDing Lei, a Professional Medical Corp. 401(k) Profit Sharing PlanDing Lei, a Professional Med…$3M
End-of-year total assets ($M) among James L. Stan Attorney-Cpa Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

James L. Stan Attorney-Cpa multi-year asset trail

Sponsor-wide plan assets over time

All James L. Stan Attorney-Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$10M 92.10166957710412% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.95M $9.52M ▲ +92.3%
Year Plans Participants Total Assets
2022 2 4 $5M
2023 2 4 $8M
2024 2 4 $10M

James L. Stan Attorney-Cpa filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN351660941
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Indiana

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

James L. Stan Attorney-Cpa Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.522.5 Total assets ($B) Participants James L. Stan Attorney-Cpa Profit Sharing Plan & Trust, Total assets ($B): 0.003075157 · Participants: 2James L. Stan Attorney-Cpa Profit Sharing Plan & TrustUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.065754511 · Participants: 9221University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Masons Pension Fund, Total assets ($B): 0.289783008 · Participants: 1035Indiana State Council of Plasterers & Cement Masons Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.246324583 · Participants: 2730I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.173067443 · Participants: 6104Cfni Retirement PlanBricklayers of Indiana Retirement Plan, Total assets ($B): 0.14637494 · Participants: 1064Bricklayers of Indiana Retirement Plan
James L. Stan Attorney-Cpa Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare James L. Stan Attorney-Cpa Profit Sharing Plan & Trust side-by-side with 3 peers →

James L. Stan Attorney-Cpa Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is All Metal Sales, Inc. Profit Sharing Plan in NY ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 James L. Stan Attorney-Cpa Profit Sharing Plan & Trust assets move in 2022? ▼
James L. Stan Attorney-Cpa Profit Sharing Plan & Trust contracted severely - down 33.4% during 2022, from $5M to $3M. Reported net income was -$2M.
How have James L. Stan Attorney-Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James L. Stan Attorney-Cpa's sponsor-wide assets grew 92.1%, from $5M to $10M.
Which Profit Sharing plans are similar in size to James L. Stan Attorney-Cpa Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is All Metal Sales, Inc. Profit Sharing Plan in NY ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to James L. Stan Attorney-Cpa Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 351660941.

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.