Other · DOL Form 5500 · 2023
James Mcpeake Retirement Plan
Data updated 2026-08-25
- $314K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $157,216
- Avg per participant Above avg balance/head
Official DOL plan name: James a. Mcpeake Profit Sharing Plan · Sponsored by James Mcpeake · Kentucky · Finance & Insurance
$314K in assets, 2 participants
James Mcpeake's James a. Mcpeake Profit Sharing Plan reported $314K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.
- #720 in Finance & Insurance (8,869 peers)
2023 asset change
James a. Mcpeake Profit Sharing Plan grew at a solid clip 9.6% in 2023 ($287K → $314K) for 2 participants.
- #720
- in Finance & Insurance (8,869 peers)
- +9.6%
- assets growth YoY
James a. Mcpeake Profit Sharing Plan among the smaller filed plans by assets
James a. Mcpeake Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$314,432 14th percentile higher than 14% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
James a. Mcpeake Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James a. Mcpeake Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 621385877 · James Mcpeake PY 2023 · Other
James a. Mcpeake Profit Sharing Plan · $314K · 2 · 14th
- BOY $314K
- SCH 2
- EBSA 14th
- PART Other
- TYPE near People Acting Together in Howard 403(b)
- NET ind #720
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 Finance & Insurance retirement plans → · Plans in Kentucky →
James a. Mcpeake Profit Sharing Plan in the asset neighbourhood
2023 asset-move particulars
| Total Assets (Beginning of Year) | $287K |
|---|---|
| Net Assets (End of Year) | $314K |
| Net Income | $27K |
| Employer EIN | 621385877 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.9B · 20,109
- Baptist Health Thrift Plan $1.1B · 790
- Electrical Workers Local 369 Retirement Fund $488M · 3,313
- Emh Retirement Savings Plan $179M · 1,706
- Owensboro Health 403(b) Safe Harbor Plan $169M · 3,768
James a. Mcpeake Profit Sharing Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is People Acting Together in Howard 403(b) in MD ($314K); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($314K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Tadalyssa, Inc. Retirement Plan (TX) 2 · 0 off
- Estes Park Institute Safe Harbor Plan 403(b) (CO) 2 · 0 off
- Cimco Enterprises, Inc. Pension Plan and Trust (WA) 2 · 0 off
- Mart Computer Service Inc (VA) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.