Profit Sharing · DOL Form 5500 · 2023

Robert C. Mccarthy Agency, Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
32nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Robert C. Mccarthy, Inc. Profit Sharing Plan · Sponsored by Robert C. Mccarthy Agency, Inc · Pennsylvania · Finance & Insurance

$2M in assets, 2 participants

Robert C. Mccarthy Agency, Inc's Robert C. Mccarthy, Inc. Profit Sharing Plan reported $2M in total assets and 2 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.

  • #1,945 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Robert C. Mccarthy, Inc. Profit Sharing Plan holds $2M for 2 participants - about $1.1M per participant, in the lower half of filed plans by assets.

#1,945
in Finance & Insurance (8,869 peers)
+6.6%
assets growth YoY

Robert C. Mccarthy, Inc. Profit Sharing Plan among the smaller filed plans by assets

Robert C. Mccarthy, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,294,969 32nd percentile higher than 32% 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

Robert C. Mccarthy, Inc. 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. Robert C. Mccarthy, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert C. Mccarthy, Inc. Profit Sharing Plan reported net income rose from $21K in the plan year 2022 filing to $142K in the plan year 2023 filing.
  • Robert C. Mccarthy, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251372661 · Robert C. Mccarthy Agency, Inc PY 2023 · Profit Sharing

Robert C. Mccarthy, Inc. Profit Sharing Plan · $2M · 2 · 32nd

  • PCT $2M
  • EIN 2
  • RANK 32nd
  • PHOTO Profit Sharing
  • IND near J. Pica Y Cia Retirement Plan
  • EOY ind #1945

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Robert C. Mccarthy, Inc. Profit Sharing Plan in the asset neighbourhood

A C T W Filmworks Inc Profit Sharing PlanA C T W Filmworks Inc Profit…$2MRobert C. Mccarthy, Inc. Profit Sharing PlanRobert C. Mccarthy, Inc. Pro…$2MJ. Pica Y Cia Retirement Plan$2MNewton Kight LLP Profit Sharing PlanNewton Kight LLP Profit Shar…$2MNew Era Farm Service, Inc. Profit Sharing PlanNew Era Farm Service, Inc. P…$2M
End-of-year total assets ($M) among Robert C. Mccarthy, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$142K
Employer EIN251372661
Plan Effective Date1980-10-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert C. Mccarthy Agency, Inc)

Sponsor-wide plan assets over time

All Robert C. Mccarthy Agency, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.612973882488153% vs 2022
2023 filing year
$2.1M$2.15M$2.2M$2.25M$2.3M$2.35M 20222023 $2.15M $2.29M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M

Nearby Profit Sharing Plans in Pennsylvania

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

Robert C. Mccarthy, Inc. 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 ($B) Participants Robert C. Mccarthy, Inc. Profit Sharing Plan, Total assets ($B): 0.002294969 · Participants: 2Robert C. Mccarthy, Inc. 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
Robert C. Mccarthy, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Robert C. Mccarthy, Inc. Profit Sharing Plan side-by-side with 3 peers →

Robert C. Mccarthy, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is J. Pica Y Cia Retirement Plan in PR ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Robert C. Mccarthy, Inc. Profit Sharing Plan assets move in 2023? ▼
Robert C. Mccarthy, Inc. Profit Sharing Plan grew at a solid clip - up 6.6% during 2023, from $2M to $2M. Reported net income was $142K.
How have Robert C. Mccarthy Agency, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Robert C. Mccarthy Agency, Inc's sponsor-wide assets grew 6.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Robert C. Mccarthy, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is J. Pica Y Cia Retirement Plan in PR ($2M, 460 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert C. Mccarthy, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 251372661.

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.