Profit Sharing · DOL Form 5500 · 2023

Minion and Sherman Smith Barney Prototype Ps Plan Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
36th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Minion and Sherman Smith Barney Prototype Ps Plan · Sponsored by Minion and Sherman Smith Barney Prototype Ps Plan · New Jersey · Professional & Technical Services

$3M in assets, 3 participants

Minion and Sherman Smith Barney Prototype Ps Plan's Minion and Sherman Smith Barney Prototype Ps Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,761 in Professional & Technical Services (20,321 peers)

Minion and Sherman Smith Barney Prototype Ps Plan multi-year trail

Minion and Sherman Smith Barney Prototype Ps Plan's plans moved +22.4% in assets from 2022 to 2024; this filing shows Minion and Sherman Smith Barney Prototype Ps Plan at $3M / 3 participants.

#6,761
in Professional & Technical Services (20,321 peers)
+9.7%
assets growth YoY

Minion and Sherman Smith Barney Prototype Ps Plan's mid-pack asset rank among Professional & Technical Services and all filers

Minion and Sherman Smith Barney Prototype Ps Plan vs every filed plan by assets

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

$3,154,357 36th percentile higher than 36% 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

Minion and Sherman Smith Barney Prototype Ps 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. Minion and Sherman Smith Barney Prototype Ps Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Minion and Sherman Smith Barney Prototype Ps Plan reported net income rose from -$376K in the plan year 2022 filing to $278K in the plan year 2023 filing.
  • Minion and Sherman Smith Barney Prototype Ps Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223404797 · Minion and Sherman Smith Barney Prototype Ps Plan PY 2023 · Profit Sharing

Minion and Sherman Smith Barney Prototype Ps Plan · $3M · 3 · 36th

  • TYPE $3M
  • TYPE 3
  • TYPE 36th
  • TYPE Profit Sharing
  • TYPE near Espacio, Inc. Retirement Plan
  • TYPE ind #6761

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 New Jersey →

Minion and Sherman Smith Barney Prototype Ps Plan in the asset neighbourhood

Juan Jose Hernandez Maldonado Retirement PlanJuan Jose Hernandez Maldonad…$3MMinion and Sherman Smith Barney Prototype Ps PlanMinion and Sherman Smith Bar…$3MEspacio, Inc. Retirement Plan$3MNissenbaum Auto Parts, Inc. Profit Sharing PlanNissenbaum Auto Parts, Inc. …$3MSaint John's Communities, Inc. Pension Benefit PlanSaint John's Communities, In…$3M
End-of-year total assets ($M) among Minion and Sherman Smith Barney Prototype Ps Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Minion and Sherman Smith Barney Prototype Ps Plan multi-year asset trail

Sponsor-wide plan assets over time

All Minion and Sherman Smith Barney Prototype Ps Plan plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.420273883069523% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.88M $3.52M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $4M

Minion and Sherman Smith Barney Prototype Ps Plan filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$278K
Employer EIN223404797
Plan Effective Date1996-10-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

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

Minion and Sherman Smith Barney Prototype Ps Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Minion and Sherman Smith Barney Prototype Ps Plan, Total assets ($B): 0.003154357 · Participants: 3Minion and Sherman Smith Barney Prototype Ps PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Minion and Sherman Smith Barney Prototype Ps Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Minion and Sherman Smith Barney Prototype Ps Plan side-by-side with 3 peers →

Minion and Sherman Smith Barney Prototype Ps Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Espacio, Inc. Retirement Plan in PR ($3M); 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 Minion and Sherman Smith Barney Prototype Ps Plan assets move in 2023? ▼
Minion and Sherman Smith Barney Prototype Ps Plan grew at a solid clip - up 9.7% during 2023, from $3M to $3M. Reported net income was $278K.
How have Minion and Sherman Smith Barney Prototype Ps Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Minion and Sherman Smith Barney Prototype Ps Plan's sponsor-wide assets grew 22.4%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Minion and Sherman Smith Barney Prototype Ps Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Espacio, Inc. Retirement Plan in PR ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Minion and Sherman Smith Barney Prototype Ps 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 223404797.

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.