Profit Sharing · DOL Form 5500 · 2023

James Mcpeake Profit Sharing Plan

Data updated 2026-08-25

$400K
Total assets Small plan by assets: 2
Participants Small participant base: 16th
Percentile by assets National rank: $199,888
Avg per participant Above avg balance/head

Official DOL plan name: James a. Mcpeake Profit Sharing Plan · Sponsored by James Mcpeake · Kentucky · Finance & Insurance

$400K in assets, 2 participants

James Mcpeake's James a. Mcpeake Profit Sharing Plan reported $400K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

#844 in Finance & Insurance (8,869 peers)

2023 asset change

James a. Mcpeake Profit Sharing Plan grew sharply 27.1% in 2023 ($314K → $400K) for 2 participants.

#844
in Finance & Insurance (8,869 peers): +27.1%
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

$399,775 16th percentile higher than 16% 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.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 621385877 · James Mcpeake PY 2023 · Profit Sharing

James a. Mcpeake Profit Sharing Plan · $400K · 2 · 16th

ASSETS $400K
PCT 2
EIN 16th
RANK Profit Sharing
PHOTO near Millhaven Management Corporation Profit Sharing Plan & Trust
IND ind #844

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 →

End-of-year total assets ($M) among James a. Mcpeake Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)	$314K
Net Assets (End of Year)	$400K
Net Income	$85K
Employer EIN	621385877
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

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

James a. Mcpeake Profit Sharing Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants

Commonspirit Health ERISA 403(b) Plan $2.6B · 28,336
IBEW Local 150 Supplemental Pension Fund $279M · 1,293
Commonwealth Health Corporation Retirement Savings Plan $83M · 2,989
Dismas Charities, Inc. Retirement Plan $43M · 540
Ball Homes, LLC Retirement Plan $37M · 215

Compare James a. Mcpeake Profit Sharing Plan side-by-side with 3 peers →

James a. Mcpeake Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Millhaven Management Corporation Profit Sharing Plan & Trust in CA ($400K); 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 ($400K here).

Millhaven Management Corporation Profit Sharing Plan & Trust (CA) $400K · 2
Jrh&e Investments, Inc. Retirement Plan (AZ) $400K · 2
Century Tube Corporation Profit Sharing Plan (NJ) $400K · 20
Mcconnell Ventures Incorporated Retirement Plan (NC) $400K · 5

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Kramatron Precision Inc - Profit Sharing Plan (NJ) 2 · 0 off
Group H Capital Corporation Profit Sharing Trust (VA) 2 · 0 off
Sechalf Holdings, Inc. Retirement Plan (TX) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did James a. Mcpeake Profit Sharing Plan assets move in 2023? ▼

James a. Mcpeake Profit Sharing Plan grew sharply - up 27.1% during 2023, from $314K to $400K. Reported net income was $85K.

Where does James a. Mcpeake Profit Sharing Plan rank by assets among Form 5500 filers? ▼

James a. Mcpeake Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Profit Sharing plans are similar in size to James a. Mcpeake Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Millhaven Management Corporation Profit Sharing Plan & Trust in CA ($400K, 2 participants).

Which Profit Sharing plans cover a similar participant headcount to James a. Mcpeake 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, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621385877.