Profit Sharing · DOL Form 5500 · 2022

Mary Anne Payne, Cpa Profit Sharing Plan

Data updated 2026-08-25

$927K
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$463,425
Avg per participant High balance/head
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Official DOL plan name: Payne Financial Consulting Profit Sharing Plan · Sponsored by Mary Anne Payne, Cpa · California · Professional & Technical Services

$927K in assets, 2 participants

Mary Anne Payne, Cpa's Payne Financial Consulting Profit Sharing Plan reported $927K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,404 in Professional & Technical Services (21,562 peers)

Mary Anne Payne, Cpa multi-year trail

Mary Anne Payne, Cpa's plans moved +50.9% in assets from 2022 to 2024; this filing shows Payne Financial Consulting Profit Sharing Plan at $927K / 2 participants.

#4,404
in Professional & Technical Services (21,562 peers)
-22.1%
assets change YoY

The plan reported a net loss of $263K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Payne Financial Consulting Profit Sharing Plan among the smaller filed plans by assets

Payne Financial Consulting Profit Sharing Plan vs every filed plan by assets

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

$926,849 24th percentile higher than 24% 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

Payne Financial Consulting 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. Payne Financial Consulting Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 943293642 · Mary Anne Payne, Cpa PY 2022 · Profit Sharing

Payne Financial Consulting Profit Sharing Plan · $927K · 2 · 24th

  • 5500 $927K
  • 5500 2
  • 5500 24th
  • 5500 Profit Sharing
  • 5500 near Sthenos Properties, Inc. Profit Sharing Plan
  • 5500 ind #4404

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 California →

Payne Financial Consulting Profit Sharing Plan in the asset neighbourhood

Payne Financial Consulting Profit Sharing PlanPayne Financial Consulting P…$927KSthenos Properties, Inc. Profit Sharing PlanSthenos Properties, Inc. Pro…$927KCopp Incorporated Retirement PlanCopp Incorporated Retirement…$926KKatky Inc. Retirement Plan$926KRichard D Adelman, Profit Sharing PlanRichard D Adelman, Profit Sh…$928K
End-of-year total assets ($M) among Payne Financial Consulting Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Mary Anne Payne, Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Mary Anne Payne, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$1M 50.86189875589228% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.93M $1.4M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 2 $927K
2023 1 2 $1M
2024 1 2 $1M

Mary Anne Payne, Cpa filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$927K
Net Income-$263K
Employer EIN943293642
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Payne Financial Consulting Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Payne Financial Consulting Profit Sharing Plan, Total assets ($B): 0.000926849 · Participants: 2Payne Financial Consulting Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Payne Financial Consulting Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Payne Financial Consulting Profit Sharing Plan side-by-side with 3 peers →

Payne Financial Consulting Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Sthenos Properties, Inc. Profit Sharing Plan in TX ($927K); 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 ($927K here).

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.

Frequently Asked Questions

How did Payne Financial Consulting Profit Sharing Plan assets move in 2022? ▼
Payne Financial Consulting Profit Sharing Plan declined sharply - down 22.1% during 2022, from $1M to $927K. Reported net income was -$263K.
How have Mary Anne Payne, Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mary Anne Payne, Cpa's sponsor-wide assets grew 50.9%, from $927K to $1M.
Where does Payne Financial Consulting Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Payne Financial Consulting Profit Sharing Plan ranks in the 24th 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 Payne Financial Consulting Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sthenos Properties, Inc. Profit Sharing Plan in TX ($927K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Payne Financial Consulting Profit Sharing Plan? ▼
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 943293642.

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.