Profit Sharing · DOL Form 5500 · 2023

Quad State Sales & Marketing Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
27th
Percentile by assets National rank
$148,805
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Quad State Sales & Marketing Profit Sharing Plan · Sponsored by Quad State Sales & Marketing · Texas · Wholesale Trade

$1M in assets, 10 participants

Quad State Sales & Marketing's Quad State Sales & Marketing Profit Sharing Plan reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,047 in Wholesale Trade (6,309 peers)

Quad State Sales & Marketing multi-year trail

Quad State Sales & Marketing's plans moved +37.5% in assets from 2022 to 2024; this filing shows Quad State Sales & Marketing Profit Sharing Plan at $1M / 10 participants.

#1,047
in Wholesale Trade (6,309 peers)
+19.7%
assets growth YoY

Quad State Sales & Marketing Profit Sharing Plan among the smaller filed plans by assets

Quad State Sales & Marketing Profit Sharing Plan vs every filed plan by assets

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

$1,488,049 27th percentile higher than 27% 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

Quad State Sales & Marketing 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. Quad State Sales & Marketing Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Quad State Sales & Marketing Profit Sharing Plan reported net income rose from -$258K in the plan year 2022 filing to $245K in the plan year 2023 filing.
  • Quad State Sales & Marketing Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Quad State Sales & Marketing Profit Sharing Plan reported participants fell from 11 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 752304196 · Quad State Sales & Marketing PY 2023 · Profit Sharing

Quad State Sales & Marketing Profit Sharing Plan · $1M · 10 · 27th

  • PCT $1M
  • PCT 10
  • PCT 27th
  • PCT Profit Sharing
  • PCT near Juan H. Vazquez Retirement Plan
  • PCT ind #1047

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 Wholesale Trade retirement plans → · Plans in Texas →

Quad State Sales & Marketing Profit Sharing Plan in the asset neighbourhood

Quad State Sales & Marketing Profit Sharing PlanQuad State Sales & Marketing…$1MJuan H. Vazquez Retirement PlanJuan H. Vazquez Retirement P…$1MAmp Electric Landscape Co Inc Profit Sharing PlanAmp Electric Landscape Co In…$1MThe Scott S. James Company Profit Sharing Plan and TrustThe Scott S. James Company P…$1MLubna Enterprises, Inc. Retirement PlanLubna Enterprises, Inc. Reti…$1M
End-of-year total assets ($M) among Quad State Sales & Marketing Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Quad State Sales & Marketing multi-year asset trail

Sponsor-wide plan assets over time

All Quad State Sales & Marketing plans reported in each filing year

Latest sponsor-wide plan assets
$2M 37.4561475469167% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.24M $1.71M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 10 $1M
2024 1 11 $2M

Quad State Sales & Marketing filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$245K
Employer EIN752304196
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Quad State Sales & Marketing Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Quad State Sales & Marketing Profit Sharing Plan, Total assets ($B): 0.001488049 · Participants: 10Quad State Sales & Marketing Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Quad State Sales & Marketing Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Quad State Sales & Marketing Profit Sharing Plan side-by-side with 3 peers →

Quad State Sales & Marketing Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Juan H. Vazquez Retirement Plan in PR ($1M); by covered participants it is Dibs Co. Retirement Plan in MA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Quad State Sales & Marketing Profit Sharing Plan assets move in 2023? ▼
Quad State Sales & Marketing Profit Sharing Plan grew sharply - up 19.7% during 2023, from $1M to $1M. Reported net income was $245K.
How have Quad State Sales & Marketing plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Quad State Sales & Marketing's sponsor-wide assets grew 37.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Quad State Sales & Marketing Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Juan H. Vazquez Retirement Plan in PR ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Quad State Sales & Marketing Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dibs Co. Retirement Plan in MA (10 participants, $348K 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 752304196.

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.