Profit Sharing · DOL Form 5500 · 2022
A.M.M., Ltd. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $445,999
- Avg per participant High balance/head
Official DOL plan name: A.M.M., Ltd. Profit Sharing Plan & Trust · Sponsored by A.M.M., Ltd. · Wisconsin · Healthcare & Social Assistance
$4M in assets, 8 participants
A.M.M., Ltd.'s A.M.M., Ltd. Profit Sharing Plan & Trust reported $4M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #9,674 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
A.M.M., Ltd. Profit Sharing Plan & Trust pulled back noticeably 14.3% in 2022 ($4M → $4M) for 8 participants.
- #9,674
- in Healthcare & Social Assistance (20,060 peers)
- -14.3%
- assets change YoY
The plan reported a net loss of $597K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
A.M.M., Ltd. Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
A.M.M., Ltd. Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,567,992 44th percentile higher than 44% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
A.M.M., Ltd. Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A.M.M., Ltd. Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 362680765 · A.M.M., Ltd. PY 2022 · Profit Sharing
A.M.M., Ltd. Profit Sharing Plan & Trust · $4M · 8 · 44th
- BOY $4M
- BOY 8
- BOY 44th
- BOY Profit Sharing
- BOY near Partac Peat Corporation
- BOY ind #9674
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
A.M.M., Ltd. Profit Sharing Plan & Trust in the asset neighbourhood
A.M.M., Ltd. years around the 2022 move
Sponsor-wide plan assets over time
All A.M.M., Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $4M |
| 2023 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$597K |
| Employer EIN | 362680765 |
| Plan Effective Date | 1970-10-30 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
A.M.M., Ltd. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Partac Peat Corporation in NJ ($4M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.