Profit Sharing · DOL Form 5500 · 2022

Moorman, Kizer & Reitzel, Inc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
18
Participants Small participant base
25th
Percentile by assets National rank
$55,933
Avg per participant Low balance/head
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Official DOL plan name: Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan · Sponsored by Moorman, Kizer & Reitzel, Inc · North Carolina · Professional & Technical Services

$1M in assets, 18 participants

Moorman, Kizer & Reitzel, Inc's Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan reported $1M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,580 in Professional & Technical Services (21,562 peers)

2022 asset change

Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan contracted severely 35.0% in 2022 ($2M → $1M) for 18 participants.

#4,580
in Professional & Technical Services (21,562 peers)
-35.0%
assets change YoY

The plan reported a net loss of $543K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan among the smaller filed plans by assets

Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan vs every filed plan by assets

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

$1,006,785 25th percentile higher than 25% 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

Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

DOL schedule card

Filing strip 560691495 · Moorman, Kizer & Reitzel, Inc PY 2022 · Profit Sharing

Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan · $1M · 18 · 25th

  • PART $1M
  • TYPE 18
  • NET 25th
  • BOOK Profit Sharing
  • VS-ST near Salil Marfatia Md PC Profit Sharing Plan
  • BOY ind #4580

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 North Carolina →

Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan in the asset neighbourhood

Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing PlanMoorman, Kizer & Reitzel, In…$1MSalil Marfatia Md PC Profit Sharing PlanSalil Marfatia Md PC Profit …$1MBingenheimer Holdings Inc. Retirement PlanBingenheimer Holdings Inc. R…$1MPoseidon Consultants Inc. Profit Sharing PlanPoseidon Consultants Inc. Pr…$1MEstrella, LLC Retirement Plan$1M
End-of-year total assets ($M) among Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Moorman, Kizer & Reitzel, Inc years around the 2022 move

Sponsor-wide plan assets over time

All Moorman, Kizer & Reitzel, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$932K 7.397011278475543% vs 2022
2024 filing year
$0.9M$0.95M$1M$1.05M 202220232024 $1.01M $0.93M ▼ -7.9%
Year Plans Participants Total Assets
2022 1 18 $1M
2023 1 19 $1M
2024 1 17 $932K

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$543K
Employer EIN560691495
Plan Effective Date1968-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan, Total assets ($B): 0.001006785 · Participants: 18Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan side-by-side with 3 peers →

Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Salil Marfatia Md PC Profit Sharing Plan in NY ($1M); by covered participants it is Spottswoode Retirement Plan in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan assets move in 2022? ▼
Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan contracted severely - down 35.0% during 2022, from $2M to $1M. Reported net income was -$543K.
How have Moorman, Kizer & Reitzel, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moorman, Kizer & Reitzel, Inc's sponsor-wide assets declined 7.4%, from $1M to $932K.
Where does Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Salil Marfatia Md PC Profit Sharing Plan in NY ($1M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Spottswoode Retirement Plan in CA (18 participants, $6M 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 560691495.

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.