Profit Sharing · DOL Form 5500 · 2023

Appraisals Unlimited, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
6
Participants Small participant base
48th
Percentile by assets National rank
$987,056
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Appraisals Unlimited, Inc. Profit Sharing Plan · Sponsored by Appraisals Unlimited, Inc. · Massachusetts · Real Estate

$6M in assets, 6 participants

Appraisals Unlimited, Inc.'s Appraisals Unlimited, Inc. Profit Sharing Plan reported $6M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,168 in Real Estate (4,727 peers)

Appraisals Unlimited, Inc. multi-year trail

Appraisals Unlimited, Inc.'s plans moved +46.0% in assets from 2022 to 2024; this filing shows Appraisals Unlimited, Inc. Profit Sharing Plan at $6M / 6 participants.

#3,168
in Real Estate (4,727 peers)
+23.3%
assets growth YoY

Appraisals Unlimited, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Appraisals Unlimited, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,922,335 48th percentile higher than 48% of 127,068 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 2023

Appraisals Unlimited, Inc. 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. Appraisals Unlimited, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Appraisals Unlimited, Inc. Profit Sharing Plan reported net income rose from -$859K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Appraisals Unlimited, Inc. Profit Sharing Plan reported participants rose from 4 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Appraisals Unlimited, Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043233771 · Appraisals Unlimited, Inc. PY 2023 · Profit Sharing

Appraisals Unlimited, Inc. Profit Sharing Plan · $6M · 6 · 48th

  • PART $6M
  • PART 6
  • PART 48th
  • PART Profit Sharing
  • PART near Mdv 401(k) & Profit Sharing Plan
  • PART ind #3168

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 Real Estate retirement plans → · Plans in Massachusetts →

Appraisals Unlimited, Inc. Profit Sharing Plan in the asset neighbourhood

Appraisals Unlimited, Inc. Profit Sharing PlanAppraisals Unlimited, Inc. P…$6MMdv 401(k) & Profit Sharing PlanMdv 401(k) & Profit Sharing …$6MThe Home of Guiding Hands 403(b) PlanThe Home of Guiding Hands 40…$6MLaner Muchin Ltd Discretionary Contribution PlanLaner Muchin Ltd Discretiona…$6MAmsysco, Inc. Profit Sharing TrustAmsysco, Inc. Profit Sharing…$6M
End-of-year total assets ($M) among Appraisals Unlimited, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Appraisals Unlimited, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Appraisals Unlimited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.962204607674686% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.8M $7.01M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 4 $5M
2023 1 6 $6M
2024 1 5 $7M

Appraisals Unlimited, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN043233771
Plan Effective Date1994-05-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Appraisals Unlimited, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Appraisals Unlimited, Inc. Profit Sharing Plan, Total assets ($B): 0.005922335 · Participants: 6Appraisals Unlimited, Inc. Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Appraisals Unlimited, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Appraisals Unlimited, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Mdv 401(k) & Profit Sharing Plan in CA ($6M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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.

Frequently Asked Questions

How did Appraisals Unlimited, Inc. Profit Sharing Plan assets move in 2023?
Appraisals Unlimited, Inc. Profit Sharing Plan grew sharply - up 23.3% during 2023, from $5M to $6M. Reported net income was $1M.
How have Appraisals Unlimited, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Appraisals Unlimited, Inc.'s sponsor-wide assets grew 46.0%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Appraisals Unlimited, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Mdv 401(k) & Profit Sharing Plan in CA ($6M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Appraisals Unlimited, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K in assets).