Profit Sharing · DOL Form 5500 · 2023
Lone Star-Mdh Asset Management Inc. Profit Sharing Plan
Data updated 2026-08-25
- $605K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $121,000
- Avg per participant Near avg balance/head
Official DOL plan name: Lone Star-Mdh Asset Management Inc. Retirement Plan · Sponsored by Lone Star-Mdh Asset Management Inc. · Texas · Other Services
$605K in assets, 5 participants
Lone Star-Mdh Asset Management Inc.'s Lone Star-Mdh Asset Management Inc. Retirement Plan reported $605K in total assets and 5 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.
- #3,263 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Lone Star-Mdh Asset Management Inc. Retirement Plan ranks #3,263 of 7,857 2023 filers by assets (3317% of the sector average)-$605K for 5 participants.
- #3,263
- in Other Services (7,857 peers)
- +154.4%
- assets growth YoY
Lone Star-Mdh Asset Management Inc. Retirement Plan among the smaller filed plans by assets
Lone Star-Mdh Asset Management Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$605,000 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
Lone Star-Mdh Asset Management Inc. Retirement 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. Lone Star-Mdh Asset Management Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lone Star-Mdh Asset Management Inc. Retirement Plan reported net income rose from $24K in the plan year 2022 filing to $367K in the plan year 2023 filing.
- Lone Star-Mdh Asset Management Inc. Retirement Plan end-of-year assets rose from $238K in the plan year 2022 filing to $605K in the plan year 2023 filing.
- Lone Star-Mdh Asset Management Inc. Retirement Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 842573236 · Lone Star-Mdh Asset Management Inc. PY 2023 · Profit Sharing
Lone Star-Mdh Asset Management Inc. Retirement Plan · $605K · 5 · 19th
- SCH $605K
- SCH 5
- SCH 19th
- SCH Profit Sharing
- SCH near Gold Ridge Enterprises, Inc. Retirement Plan
- SCH ind #3263
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 Other Services retirement plans → · Plans in Texas →
Lone Star-Mdh Asset Management Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $238K |
|---|---|
| Net Assets (End of Year) | $605K |
| Net Income | $367K |
| Employer EIN | 842573236 |
| Plan Effective Date | 2019-08-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lone Star-Mdh Asset Management Inc.)
Sponsor-wide plan assets over time
All Lone Star-Mdh Asset Management Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $605K 154.39514925216235% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $238K |
| 2023 | 1 | 5 | $605K |
| 2024 | 1 | 4 | $605K |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Lone Star-Mdh Asset Management Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Gold Ridge Enterprises, Inc. Retirement Plan in NJ ($605K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($605K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.