Profit Sharing · DOL Form 5500 · 2023
Mary Case Inc Profit Sharing Plan
Data updated 2026-08-25
- $953K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $953,313
- Avg per participant High balance/head
Official DOL plan name: Mary Case Inc Profit Sharing Plan · Sponsored by Mary Case Inc · Missouri · Healthcare & Social Assistance
$953K in assets, 1 participants
Mary Case Inc's Mary Case Inc Profit Sharing Plan reported $953K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,349 in Healthcare & Social Assistance (17,684 peers)
Mary Case Inc multi-year trail
Mary Case Inc's plans moved +40.5% in assets from 2022 to 2024; this filing shows Mary Case Inc Profit Sharing Plan at $953K / 1 participant.
- #3,349
- in Healthcare & Social Assistance (17,684 peers)
- +18.6%
- assets growth YoY
Mary Case Inc Profit Sharing Plan among the smaller filed plans by assets
Mary Case Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$953,313 23rd percentile higher than 23% 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
Mary Case 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. Mary Case Inc Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mary Case Inc Profit Sharing Plan reported net income rose from -$123K in the plan year 2022 filing to $149K in the plan year 2023 filing.
- Mary Case Inc Profit Sharing Plan end-of-year assets rose from $804K in the plan year 2022 filing to $953K in the plan year 2023 filing.
DOL schedule card
Filing strip 431914501 · Mary Case Inc PY 2023 · Profit Sharing
Mary Case Inc Profit Sharing Plan · $953K · 1 · 23rd
- NET $953K
- BOOK 1
- VS-ST 23rd
- BOY Profit Sharing
- SCH near Jonathan E Reimber, Md, PC Profit Sharing Plan
- EBSA ind #3349
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 Missouri →
Mary Case Inc Profit Sharing Plan in the asset neighbourhood
Mary Case Inc multi-year asset trail
Sponsor-wide plan assets over time
All Mary Case Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 40.5216262039609% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $804K |
| 2023 | 1 | 1 | $953K |
| 2024 | 1 | 1 | $1M |
Mary Case Inc filing trail (2023)
| Total Assets (Beginning of Year) | $804K |
|---|---|
| Net Assets (End of Year) | $953K |
| Net Income | $149K |
| Employer EIN | 431914501 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.3B · 18,088
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $585M · 3,940
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $397M · 3,749
- I. B. E. W. Local Union No. 124 Annuity Plan $394M · 3,338
- Iron Workers St. Louis District Council Annuity Trust Fund $363M · 4,927
Mary Case Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Jonathan E Reimber, Md, PC Profit Sharing Plan in GA ($954K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($953K here).
- Jonathan E Reimber, Md, PC Profit Sharing Plan (GA) $954K · 1
- Neuroskeletal Imaging Retirement Plan (PR) $954K · 18
- Iza & Sons Inc Money Purchase Pension Plan (FL) $953K · 4
- Idol Roc Profit Sharing Plan (NY) $952K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.