Profit Sharing · DOL Form 5500 · 2022

Mitchell Investment Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$580K
Total assets Small plan by assets
5
Participants Small participant base
20th
Percentile by assets National rank
$115,944
Avg per participant Below avg balance/head
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Official DOL plan name: Mitchell Investement Group, Inc. Profit Sharing Plan · Sponsored by Mitchell Investment Group, Inc. · Ohio · Retail Trade

$580K in assets, 5 participants

Mitchell Investment Group, Inc.'s Mitchell Investement Group, Inc. Profit Sharing Plan reported $580K 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.

  • #2,759 in Retail Trade (9,519 peers)

2022 asset change

Mitchell Investement Group, Inc. Profit Sharing Plan grew sharply 18.9% in 2022 ($487K → $580K) for 5 participants.

#2,759
in Retail Trade (9,519 peers)
+18.9%
assets growth YoY

Mitchell Investement Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

Mitchell Investement Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$579,720 20th percentile higher than 20% 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

Mitchell Investement Group, Inc. 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. Mitchell Investement Group, Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 273736176 · Mitchell Investment Group, Inc. PY 2022 · Profit Sharing

Mitchell Investement Group, Inc. Profit Sharing Plan · $580K · 5 · 20th

  • BOOK $580K
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  • BOOK near Zbest Management, Inc. Retirement Plan
  • BOOK ind #2759

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 Retail Trade retirement plans → · Plans in Ohio →

Mitchell Investement Group, Inc. Profit Sharing Plan in the asset neighbourhood

Mitchell Investement Group, Inc. Profit Sharing PlanMitchell Investement Group, …$580KZbest Management, Inc. Retirement PlanZbest Management, Inc. Retir…$580KJef Enterprises Inc. Retirement PlanJef Enterprises Inc. Retirem…$580KGold Ridge Enterprises, Inc. Retirement PlanGold Ridge Enterprises, Inc.…$580KCapital Marketing, Inc. Retirement PlanCapital Marketing, Inc. Reti…$580K
End-of-year total assets ($M) among Mitchell Investement Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Mitchell Investment Group, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Mitchell Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$601K 3.6146760505071414% vs 2022
2024 filing year
$0.54M$0.56M$0.58M$0.6M$0.62M 202220232024 $0.58M $0.6M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 5 $580K
2023 1 5 $559K
2024 1 4 $601K

2022 asset-move particulars

Total Assets (Beginning of Year)$487K
Net Assets (End of Year)$580K
Net Income$92K
Employer EIN273736176
Plan Effective Date2010-10-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Mitchell Investement Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Mitchell Investement Group, Inc. Profit Sharing Plan, Total assets ($B): 0.00057972 · Participants: 5Mitchell Investement Group, Inc. Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Mitchell Investement Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Mitchell Investement Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Mitchell Investement Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Zbest Management, Inc. Retirement Plan in OK ($580K); 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 ($580K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Mitchell Investement Group, Inc. Profit Sharing Plan assets move in 2022? ▼
Mitchell Investement Group, Inc. Profit Sharing Plan grew sharply - up 18.9% during 2022, from $487K to $580K. Reported net income was $92K.
How have Mitchell Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitchell Investment Group, Inc.'s sponsor-wide assets grew 3.6%, from $580K to $601K.
Where does Mitchell Investement Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mitchell Investement Group, Inc. Profit Sharing Plan ranks in the 20th 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 Mitchell Investement Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Zbest Management, Inc. Retirement Plan in OK ($580K, 23 participants).
Which Profit Sharing plans cover a similar participant headcount to Mitchell Investement Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 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 273736176.

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.