Profit Sharing · DOL Form 5500 · 2023

Asset Management for Professionals Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
35th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Asset Management for Professionals, Inc. Qualified Retirement Plan · Sponsored by Asset Management for Professionals · Wisconsin · Finance & Insurance

$3M in assets, 2 participants

Asset Management for Professionals's Asset Management for Professionals, Inc. Qualified Retirement Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,174 in Finance & Insurance (8,869 peers)

Asset Management for Professionals multi-year trail

Asset Management for Professionals's plans moved +15.4% in assets from 2022 to 2024; this filing shows Asset Management for Professionals, Inc. Qualified Retirement Plan at $3M / 2 participants.

#2,174
in Finance & Insurance (8,869 peers)
+1.3%
assets growth YoY

Asset Management for Professionals, Inc. Qualified Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Asset Management for Professionals, Inc. Qualified Retirement Plan vs every filed plan by assets

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

$2,937,706 35th percentile higher than 35% 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

Asset Management for Professionals, Inc. Qualified 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. Asset Management for Professionals, Inc. Qualified Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asset Management for Professionals, Inc. Qualified Retirement Plan reported net income rose from -$319K in the plan year 2022 filing to $37K in the plan year 2023 filing.
  • Asset Management for Professionals, Inc. Qualified Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391802777 · Asset Management for Professionals PY 2023 · Profit Sharing

Asset Management for Professionals, Inc. Qualified Retirement Plan · $3M · 2 · 35th

  • 5500 $3M
  • ASSETS 2
  • PCT 35th
  • EIN Profit Sharing
  • RANK near Zucker & Regev, P.C. Profit Sharing Plan
  • PHOTO ind #2174

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 Wisconsin →

Asset Management for Professionals, Inc. Qualified Retirement Plan in the asset neighbourhood

Asset Management for Professionals, Inc. Qualified Retirement PlanAsset Management for Profess…$3MZucker & Regev, P.C. Profit Sharing PlanZucker & Regev, P.C. Profit …$3MCbj & N, Inc. Retirement Plan$3MFidelity Retirement Plan$3MNorthwest Obgyn Associates Profit Sharing TrustNorthwest Obgyn Associates P…$3M
End-of-year total assets ($M) among Asset Management for Professionals, Inc. Qualified Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Asset Management for Professionals multi-year asset trail

Sponsor-wide plan assets over time

All Asset Management for Professionals plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.405541926485775% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M 202220232024 $2.9M $3.35M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $3M

Asset Management for Professionals filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$37K
Employer EIN391802777
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Asset Management for Professionals, Inc. Qualified Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Asset Management for Professionals, Inc. Qualified Retirement Plan, Total assets ($B): 0.002937706 · Participants: 2Asset Management for Professionals, Inc. Qualified Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Asset Management for Professionals, Inc. Qualified Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Asset Management for Professionals, Inc. Qualified Retirement Plan side-by-side with 3 peers →

Asset Management for Professionals, Inc. Qualified Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Zucker & Regev, P.C. Profit Sharing Plan in NY ($3M); 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 ($3M here).

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.

Frequently Asked Questions

How did Asset Management for Professionals, Inc. Qualified Retirement Plan assets move in 2023? ▼
Asset Management for Professionals, Inc. Qualified Retirement Plan edged up modestly - up 1.3% during 2023, from $3M to $3M. Reported net income was $37K.
How have Asset Management for Professionals plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asset Management for Professionals's sponsor-wide assets grew 15.4%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Asset Management for Professionals, Inc. Qualified Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Zucker & Regev, P.C. Profit Sharing Plan in NY ($3M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Asset Management for Professionals, Inc. Qualified Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 391802777.

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.