Profit Sharing · DOL Form 5500 · 2023

Mickey, Casanova & Sack Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$659,930
Avg per participant High balance/head
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Official DOL plan name: Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual · Sponsored by Mickey, Casanova & Sack · California · Professional & Technical Services

$2M in assets, 3 participants

Mickey, Casanova & Sack's Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,337 in Professional & Technical Services (20,321 peers)

Mickey, Casanova & Sack multi-year trail

Mickey, Casanova & Sack's plans moved +15.0% in assets from 2022 to 2024; this filing shows Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual at $2M / 3 participants.

#5,337
in Professional & Technical Services (20,321 peers)
+8.5%
assets growth YoY

Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual among the smaller filed plans by assets

Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual vs every filed plan by assets

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

$1,979,789 30th percentile higher than 30% 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

Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual reported net income rose from -$150K in the plan year 2022 filing to $156K in the plan year 2023 filing.
  • Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953558195 · Mickey, Casanova & Sack PY 2023 · Profit Sharing

Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual · $2M · 3 · 30th

  • SCH $2M
  • SCH 3
  • SCH 30th
  • SCH Profit Sharing
  • SCH near Daniel Earl Shufler Md Serp Profit Sharing Plan
  • SCH ind #5337

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 Professional & Technical Services retirement plans → · Plans in California →

Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual in the asset neighbourhood

Merrill Lynch Pierce Fenner Smith, Inc Photo Type IndividualMerrill Lynch Pierce Fenner …$2MDaniel Earl Shufler Md Serp Profit Sharing PlanDaniel Earl Shufler Md Serp …$2MJimbo Enterprise Inc. Profit Sharing PlanJimbo Enterprise Inc. Profit…$2MMerrill Lynch Custodian Fpo James W. Todd Retirment PlanMerrill Lynch Custodian Fpo …$2MGrupo Alberic Cash or Deferred Income PlanGrupo Alberic Cash or Deferr…$2M
End-of-year total assets ($M) among Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mickey, Casanova & Sack multi-year asset trail

Sponsor-wide plan assets over time

All Mickey, Casanova & Sack plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.994711831844477% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $1.82M $2.1M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Mickey, Casanova & Sack filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$156K
Employer EIN953558195
Plan Effective Date1982-06-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual, Total assets ($B): 0.001979789 · Participants: 3Merrill Lynch Pierce Fenner Smith, Inc Photo Type IndividualIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual side-by-side with 3 peers →

Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Daniel Earl Shufler Md Serp Profit Sharing Plan in NJ ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual assets move in 2023? ▼
Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual grew at a solid clip - up 8.5% during 2023, from $2M to $2M. Reported net income was $156K.
How have Mickey, Casanova & Sack plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mickey, Casanova & Sack's sponsor-wide assets grew 15.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual? ▼
Among Profit Sharing plans in other states, the closest by assets is Daniel Earl Shufler Md Serp Profit Sharing Plan in NJ ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 953558195.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.