Profit Sharing · DOL Form 5500 · 2023

Herbert G. Mitchell, Jr Profit Sharing Plan

Data updated 2026-08-25

$400K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$133,372
Avg per participant Near avg balance/head
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Official DOL plan name: Herbert G. Mitchell Jr., Profit Sharing Plan · Sponsored by Herbert G. Mitchell, Jr · Pennsylvania · Professional & Technical Services

$400K in assets, 3 participants

Herbert G. Mitchell, Jr's Herbert G. Mitchell Jr., Profit Sharing Plan reported $400K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,461 in Professional & Technical Services (20,321 peers)

2023 asset change

Herbert G. Mitchell Jr., Profit Sharing Plan declined sharply 15.2% in 2023 ($472K → $400K) for 3 participants.

#2,461
in Professional & Technical Services (20,321 peers)
-15.2%
assets change YoY

Herbert G. Mitchell Jr., Profit Sharing Plan among the smaller filed plans by assets

Herbert G. Mitchell Jr., Profit Sharing Plan vs every filed plan by assets

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

$400,115 16th percentile higher than 16% 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

Herbert G. Mitchell Jr., 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. Herbert G. Mitchell Jr., 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

  • Herbert G. Mitchell Jr., Profit Sharing Plan reported net income rose from -$99K in the plan year 2022 filing to $50K in the plan year 2023 filing.
  • Herbert G. Mitchell Jr., Profit Sharing Plan end-of-year assets fell from $472K in the plan year 2022 filing to $400K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251504257 · Herbert G. Mitchell, Jr PY 2023 · Profit Sharing

Herbert G. Mitchell Jr., Profit Sharing Plan · $400K · 3 · 16th

  • EIN $400K
  • RANK 3
  • PHOTO 16th
  • IND Profit Sharing
  • EOY near 210 Pets Inc Retirement Plan
  • 5500 ind #2461

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 Pennsylvania →

Herbert G. Mitchell Jr., Profit Sharing Plan in the asset neighbourhood

Herbert G. Mitchell Jr., Profit Sharing PlanHerbert G. Mitchell Jr., Pro…$400K210 Pets Inc Retirement Plan$400KBuffalo Born Reno Raised, Inc. Retirement PlanBuffalo Born Reno Raised, In…$400KJ. Williams 710 Corporation Retirement PlanJ. Williams 710 Corporation …$400KMehta Care Group Corp. Profit Sharing PlanMehta Care Group Corp. Profi…$400K
End-of-year total assets ($M) among Herbert G. Mitchell Jr., Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Herbert G. Mitchell, Jr years around the 2023 move

Sponsor-wide plan assets over time

All Herbert G. Mitchell, Jr plans reported in each filing year

Latest sponsor-wide plan assets
$446K 5.510999957610953% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.47M $0.45M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 3 $472K
2023 1 3 $400K
2024 1 2 $446K

2023 asset-move particulars

Total Assets (Beginning of Year)$472K
Net Assets (End of Year)$400K
Net Income$50K
Employer EIN251504257
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Herbert G. Mitchell Jr., Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Herbert G. Mitchell Jr., Profit Sharing Plan, Total assets ($B): 0.000400115 · Participants: 3Herbert G. Mitchell Jr., Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Herbert G. Mitchell Jr., Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Herbert G. Mitchell Jr., Profit Sharing Plan side-by-side with 3 peers →

Herbert G. Mitchell Jr., Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is 210 Pets Inc Retirement Plan in TX ($400K); 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 Herbert G. Mitchell Jr., Profit Sharing Plan assets move in 2023? ▼
Herbert G. Mitchell Jr., Profit Sharing Plan declined sharply - down 15.2% during 2023, from $472K to $400K. Reported net income was $50K.
How have Herbert G. Mitchell, Jr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herbert G. Mitchell, Jr's sponsor-wide assets declined 5.5%, from $472K to $446K.
Where does Herbert G. Mitchell Jr., Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Herbert G. Mitchell Jr., Profit Sharing Plan ranks in the 16th 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 Herbert G. Mitchell Jr., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 210 Pets Inc Retirement Plan in TX ($400K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Herbert G. Mitchell Jr., 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 251504257.

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.