Profit Sharing · DOL Form 5500 · 2023
Munn & Associates, PC Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $778,305
- Avg per participant High balance/head
Official DOL plan name: Munn & Associates, PC Profit Sharing Plan · Sponsored by Munn & Associates, PC · South Carolina · Professional & Technical Services
$2M in assets, 3 participants
Munn & Associates, PC's Munn & Associates, PC Profit Sharing Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,808 in Professional & Technical Services (20,321 peers)
Munn & Associates, PC multi-year trail
Munn & Associates, PC's plans moved +43.5% in assets from 2022 to 2024; this filing shows Munn & Associates, PC Profit Sharing Plan at $2M / 3 participants.
- #5,808
- in Professional & Technical Services (20,321 peers)
- +22.8%
- assets growth YoY
Munn & Associates, PC Profit Sharing Plan among the smaller filed plans by assets
Munn & Associates, PC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,334,916 32nd percentile higher than 32% 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
Munn & Associates, PC Profit Sharing 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. Munn & Associates, PC Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Munn & Associates, PC Profit Sharing Plan reported net income rose from -$325K in the plan year 2022 filing to $434K in the plan year 2023 filing.
- Munn & Associates, PC Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Munn & Associates, PC Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 570902671 · Munn & Associates, PC PY 2023 · Profit Sharing
Munn & Associates, PC Profit Sharing Plan · $2M · 3 · 32nd
- TYPE $2M
- NET 3
- BOOK 32nd
- VS-ST Profit Sharing
- BOY near Isodyne, Inc. Profit Sharing Plan
- SCH ind #5808
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 South Carolina →
Munn & Associates, PC Profit Sharing Plan in the asset neighbourhood
Munn & Associates, PC multi-year asset trail
Sponsor-wide plan assets over time
All Munn & Associates, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 43.522827883017456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $3M |
Munn & Associates, PC filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $434K |
| Employer EIN | 570902671 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in South Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Prisma Health Retirement Savings Plan $1.9B · 28,745
- Uma Retirement Plan $756M · 2,510
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart $222M · 2,301
- Scansource, Inc. 401(k) Plan $216M · 1,515
- Usc School of Medicine Educational Trust Retirement Plan $45M · 197
Munn & Associates, PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside South Carolina, the nearest Profit Sharing by assets is Isodyne, Inc. Profit Sharing Plan in KS ($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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.