Profit Sharing · DOL Form 5500 · 2023

Richard Pacelli Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$405,404
Avg per participant High balance/head
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Official DOL plan name: Richard W Pacelli Profit Sharing Plan · Sponsored by Richard Pacelli · Illinois · Healthcare & Social Assistance

$1M in assets, 3 participants

Richard Pacelli's Richard W Pacelli Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,825 in Healthcare & Social Assistance (17,684 peers)

Richard Pacelli multi-year trail

Richard Pacelli's plans moved +54.1% in assets from 2022 to 2024; this filing shows Richard W Pacelli Profit Sharing Plan at $1M / 3 participants.

#3,825
in Healthcare & Social Assistance (17,684 peers)
+29.8%
assets growth YoY

Richard W Pacelli Profit Sharing Plan among the smaller filed plans by assets

Richard W Pacelli Profit Sharing Plan vs every filed plan by assets

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

$1,216,212 25th percentile higher than 25% 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

Richard W Pacelli 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. Richard W Pacelli 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

  • Richard W Pacelli Profit Sharing Plan reported net income rose from -$319K in the plan year 2022 filing to $279K in the plan year 2023 filing.
  • Richard W Pacelli Profit Sharing Plan end-of-year assets rose from $937K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363204822 · Richard Pacelli PY 2023 · Profit Sharing

Richard W Pacelli Profit Sharing Plan · $1M · 3 · 25th

  • 5500 $1M
  • ASSETS 3
  • PCT 25th
  • EIN Profit Sharing
  • RANK near The Sport Spot Profit Sharing Plan
  • PHOTO ind #3825

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 Illinois →

Richard W Pacelli Profit Sharing Plan in the asset neighbourhood

Richard W Pacelli Profit Sharing PlanRichard W Pacelli Profit Sha…$1MThe Sport Spot Profit Sharing PlanThe Sport Spot Profit Sharin…$1MCoreplus Savings & Retirement PlanCoreplus Savings & Retiremen…$1MOc Metcalf Metals, Inc. Retirement PlanOc Metcalf Metals, Inc. Reti…$1MDomingo Feliu Rosado & Angelina Dominguez Retirement PlanDomingo Feliu Rosado & Angel…$1M
End-of-year total assets ($M) among Richard W Pacelli Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Richard Pacelli multi-year asset trail

Sponsor-wide plan assets over time

All Richard Pacelli plans reported in each filing year

Latest sponsor-wide plan assets
$1M 54.11501553802548% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.94M $1.44M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 3 $937K
2023 1 3 $1M
2024 1 3 $1M

Richard Pacelli filing trail (2023)

Total Assets (Beginning of Year)$937K
Net Assets (End of Year)$1M
Net Income$279K
Employer EIN363204822
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Richard W Pacelli Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Richard W Pacelli Profit Sharing Plan, Total assets ($B): 0.001216212 · Participants: 3Richard W Pacelli Profit Sharing PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Richard W Pacelli Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Richard W Pacelli Profit Sharing Plan side-by-side with 3 peers →

Richard W Pacelli Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is The Sport Spot Profit Sharing Plan in NJ ($1M); 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 Richard W Pacelli Profit Sharing Plan assets move in 2023? ▼
Richard W Pacelli Profit Sharing Plan grew sharply - up 29.8% during 2023, from $937K to $1M. Reported net income was $279K.
How have Richard Pacelli plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Pacelli's sponsor-wide assets grew 54.1%, from $937K to $1M.
Where does Richard W Pacelli Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Richard W Pacelli Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Richard W Pacelli Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Sport Spot Profit Sharing Plan in NJ ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Richard W Pacelli Profit Sharing Plan? ▼
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 363204822.

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.