Profit Sharing · DOL Form 5500 · 2023
Pac Investments Corporation Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $159,031
- Avg per participant Above avg balance/head
Official DOL plan name: Pac Investments Corporation Retirement Plan · Sponsored by Pac Investments Corporation · Michigan · Retail Trade
$1M in assets, 8 participants
Pac Investments Corporation's Pac Investments Corporation Retirement Plan reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #3,220 in Retail Trade (8,414 peers)
What the 2023 filing shows
Pac Investments Corporation Retirement Plan holds $1M for 8 participants - about $159,031 per participant, in the lower half of filed plans by assets.
- #3,220
- in Retail Trade (8,414 peers)
- -2.3%
- assets change YoY
The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pac Investments Corporation Retirement Plan among the smaller filed plans by assets
Pac Investments Corporation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,272,244 26th percentile higher than 26% 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
Pac Investments Corporation Retirement 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. Pac Investments Corporation Retirement Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pac Investments Corporation Retirement Plan reported net income fell from $63K in the plan year 2022 filing to -$30K in the plan year 2023 filing.
- Pac Investments Corporation Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 471391660 · Pac Investments Corporation PY 2023 · Profit Sharing
Pac Investments Corporation Retirement Plan · $1M · 8 · 26th
- PHOTO $1M
- IND 8
- EOY 26th
- 5500 Profit Sharing
- ASSETS near Mohinder S. Poonia, Md, Inc. Profit Sharing Plan
- PCT ind #3220
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 Retail Trade retirement plans → · Plans in Michigan →
Pac Investments Corporation Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$30K |
| Employer EIN | 471391660 |
| Plan Effective Date | 2014-07-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pac Investments Corporation)
Sponsor-wide plan assets over time
All Pac Investments Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 0.16722587778229925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $1M |
| 2023 | 1 | 8 | $1M |
| 2024 | 1 | 10 | $1M |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.7B · 14,349
- Construction Industry Retirement Fund of Rockford $564M · 10,685
- Ohio Carpenters' Annuity Plan $410M · 9,314
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $288M · 1,404
- NECA-IBEW Memphis Retirement Plan $213M · 2,389
Pac Investments Corporation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Mohinder S. Poonia, Md, Inc. Profit Sharing Plan in CA ($1M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.