Profit Sharing · DOL Form 5500 · 2023
James Mcpeake Profit Sharing Plan
Data updated 2026-08-25
- $579K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $289,667
- Avg per participant High balance/head
Official DOL plan name: James a. Mcpeake Profit Sharing Plan · Sponsored by James Mcpeake · Kentucky · Finance & Insurance
$579K in assets, 2 participants
James Mcpeake's James a. Mcpeake Profit Sharing Plan reported $579K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #1,046 in Finance & Insurance (8,869 peers)
2023 asset change
James a. Mcpeake Profit Sharing Plan grew sharply 16.6% in 2023 ($497K → $579K) for 2 participants.
- #1,046
- in Finance & Insurance (8,869 peers)
- +16.6%
- 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
$579,334 19th percentile higher than 19% 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.
Form 5500 schedule snapshot
Filing strip 621385877 · James Mcpeake PY 2023 · Profit Sharing
James a. Mcpeake Profit Sharing Plan · $579K · 2 · 19th
- EOY $579K
- EOY 2
- EOY 19th
- EOY Profit Sharing
- EOY near Kopi Kanyon Inc. Retirement Plan
- EOY ind #1046
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) | $497K |
|---|---|
| Net Assets (End of Year) | $579K |
| Net Income | $82K |
| 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.
- 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
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 Kopi Kanyon Inc. Retirement Plan in CO ($579K); 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 ($579K here).
- Kopi Kanyon Inc. Retirement Plan (CO) $579K · 6
- Nelson R. Medina Moreno Retiremen Plan (PR) $579K · 3
- Dres. Alayon - Rosario Retirement Plan (PR) $579K · 6
- Roger C. Winkle Profit Sharing Plan (NJ) $580K · 5
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.