Profit Sharing · DOL Form 5500 · 2023

Hayes Holt Mohr Rappaport Gizzie Campbell & Moody, P.a. Profit Sharing Plan

Data updated 2026-08-25

$471K
Total assets Small plan by assets
N/A
Participants Small participant base
17th
Percentile by assets National rank
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Official DOL plan name: Profit Sharing Plan and Trust for Hhmrgc & M, P.a. · Sponsored by Hayes Holt Mohr Rappaport Gizzie Campbell & Moody, P.a. · North Carolina · Healthcare & Social Assistance

$471K in assets, N/A participants

Hayes Holt Mohr Rappaport Gizzie Campbell & Moody, P.a.'s Profit Sharing Plan and Trust for Hhmrgc & M, P.a. reported $471K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,237 in Healthcare & Social Assistance (17,684 peers)

Hayes Holt Mohr Rappaport Gizzie Campbell & Moody, P.a. multi-year trail

Hayes Holt Mohr Rappaport Gizzie Campbell & Moody, P.a.'s plans moved -77.9% in assets from 2022 to 2024; this filing shows Profit Sharing Plan and Trust for Hhmrgc & M, P.a. at $471K / N/A participants.

#2,237
in Healthcare & Social Assistance (17,684 peers)
-12.1%
assets change YoY

The plan reported a net loss of $65K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Profit Sharing Plan and Trust for Hhmrgc & M, P.a. among the smaller filed plans by assets

Profit Sharing Plan and Trust for Hhmrgc & M, P.a. vs every filed plan by assets

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

$470,589 17th percentile higher than 17% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profit Sharing Plan and Trust for Hhmrgc & M, P.a. reported net income fell from $127K in the plan year 2022 filing to -$65K in the plan year 2023 filing.
  • Profit Sharing Plan and Trust for Hhmrgc & M, P.a. end-of-year assets fell from $535K in the plan year 2022 filing to $471K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561057727 · Hayes Holt Mohr Rappaport Gizzie Campbell & Moody, P.a. PY 2023 · Profit Sharing

Profit Sharing Plan and Trust for Hhmrgc & M, P.a. · $471K · N/A · 17th

  • SCH $471K
  • EBSA N/A
  • PART 17th
  • TYPE Profit Sharing
  • NET near K&b Jax Enterprises, Inc. Retirement Plan
  • BOOK ind #2237

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 North Carolina →

Profit Sharing Plan and Trust for Hhmrgc & M, P.a. in the asset neighbourhood

Profit Sharing Plan and Trust for Hhmrgc & M, P.a.Profit Sharing Plan and Trus…$471KK&b Jax Enterprises, Inc. Retirement PlanK&b Jax Enterprises, Inc. Re…$471KRd & Vkdavis, Inc. Retirement PlanRd & Vkdavis, Inc. Retiremen…$471KNorthwest Ohio Mobility & Access Inc. Retirement PlanNorthwest Ohio Mobility & Ac…$470KPriority Lane Co. Retirement PlanPriority Lane Co. Retirement…$470K
End-of-year total assets ($M) among Profit Sharing Plan and Trust for Hhmrgc & M, P.a. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Hayes Holt Mohr Rappaport Gizzie Campbell & Moody, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Hayes Holt Mohr Rappaport Gizzie Campbell & Moody, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$118K 77.9457079696455% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.54M $0.12M ▼ -77.8%
Year Plans Participants Total Assets
2022 1 N/A $535K
2023 1 N/A $471K
2024 1 N/A $118K

Hayes Holt Mohr Rappaport Gizzie Campbell & Moody, P.a. filing trail (2023)

Total Assets (Beginning of Year)$535K
Net Assets (End of Year)$471K
Net Income-$65K
Employer EIN561057727
Plan Effective Date1974-01-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Profit Sharing Plan and Trust for Hhmrgc & M, P.a. vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Profit Sharing Plan and Trust for Hhmrgc & M, P.a., Total assets ($B): 0.000470589 · Participants: 0Profit Sharing Plan and Trust for Hhmrgc & M, P.a.Tax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Profit Sharing Plan and Trust for Hhmrgc & M, P.a. vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Profit Sharing Plan and Trust for Hhmrgc & M, P.a.'s closest out-of-state Profit Sharing peers by assets

Outside North Carolina, the nearest Profit Sharing by end-of-year assets is K&b Jax Enterprises, Inc. Retirement Plan in FL at $471K (this filing: $471K).

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 Profit Sharing Plan and Trust for Hhmrgc & M, P.a. assets move in 2023?
Profit Sharing Plan and Trust for Hhmrgc & M, P.a. pulled back noticeably - down 12.1% during 2023, from $535K to $471K. Reported net income was -$65K.
How have Hayes Holt Mohr Rappaport Gizzie Campbell & Moody, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hayes Holt Mohr Rappaport Gizzie Campbell & Moody, P.a.'s sponsor-wide assets declined 77.9%, from $535K to $118K.
Where does Profit Sharing Plan and Trust for Hhmrgc & M, P.a. rank by assets among Form 5500 filers?
Profit Sharing Plan and Trust for Hhmrgc & M, P.a. ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Profit Sharing Plan and Trust for Hhmrgc & M, P.a.?
Among Profit Sharing plans in other states, the closest by assets is K&b Jax Enterprises, Inc. Retirement Plan in FL ($471K, 3 participants).