Profit Sharing · DOL Form 5500 · 2023

Charles Patrick Henry Profit Sharing Plan

Data updated 2026-08-25

$10K
Total assets Small plan by assets
1
Participants Small participant base
1st
Percentile by assets National rank
$9,776
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charles Patrick Henry Profit Sharing Plan · Sponsored by Charles Patrick Henry · Iowa · Healthcare & Social Assistance

$10K in assets, 1 participants

Charles Patrick Henry's Charles Patrick Henry Profit Sharing Plan reported $10K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #187 in Healthcare & Social Assistance (17,684 peers)

Charles Patrick Henry multi-year trail

Charles Patrick Henry's plans moved +16.6% in assets from 2022 to 2024; this filing shows Charles Patrick Henry Profit Sharing Plan at $10K / 1 participant.

#187
in Healthcare & Social Assistance (17,684 peers)
+4.8%
assets growth YoY

Charles Patrick Henry Profit Sharing Plan among the smaller filed plans by assets

Charles Patrick Henry Profit Sharing Plan vs every filed plan by assets

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

$9,776 1st percentile higher than 1% 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

Charles Patrick Henry 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. Charles Patrick Henry 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

  • Charles Patrick Henry Profit Sharing Plan reported net income rose from $123 in the plan year 2022 filing to $447 in the plan year 2023 filing.
  • Charles Patrick Henry Profit Sharing Plan end-of-year assets rose from $9K in the plan year 2022 filing to $10K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 421166166 · Charles Patrick Henry PY 2023 · Profit Sharing

Charles Patrick Henry Profit Sharing Plan · $10K · 1 · 1st

  • ASSETS $10K
  • PCT 1
  • EIN 1st
  • RANK Profit Sharing
  • PHOTO near Jenicole Consulting Inc. Profit Sharing Plan
  • IND ind #187

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 Iowa →

Charles Patrick Henry Profit Sharing Plan in the asset neighbourhood

Charles Patrick Henry Profit Sharing PlanCharles Patrick Henry Profit…$10KJenicole Consulting Inc. Profit Sharing PlanJenicole Consulting Inc. Pro…$10KLavorgna Electric, LLC Profit Sharing PlanLavorgna Electric, LLC Profi…$10KHoffmann & Hoffmann Enterprises Inc. Retirement PlanHoffmann & Hoffmann Enterpri…$10KPrinceton Development Partners, Inc. Retirement PlanPrinceton Development Partne…$10K
End-of-year total assets ($M) among Charles Patrick Henry Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Charles Patrick Henry multi-year asset trail

Sponsor-wide plan assets over time

All Charles Patrick Henry plans reported in each filing year

Latest sponsor-wide plan assets
$179K 16.60077766362797% vs 2022
2024 filing year
$0.14M$0.15M$0.16M$0.17M$0.18M$0.19M 202220232024 $0.15M $0.18M ▲ +20.0%
Year Plans Participants Total Assets
2022 2 3 $154K
2023 2 3 $166K
2024 2 3 $179K

Charles Patrick Henry filing trail (2023)

Total Assets (Beginning of Year)$9K
Net Assets (End of Year)$10K
Net Income$447
Employer EIN421166166
Plan Effective Date1985-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

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

Charles Patrick Henry Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000100200300 -100102030 Total assets ($M) Participants Charles Patrick Henry Profit Sharing Plan, Total assets ($M): 0.009776 · Participants: 1Charles Patrick Henry Profit Sharing PlanMedtec LLC 401(k) Retirement Plan, Total assets ($M): 25.74045 · Participants: 144Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 23.373416 · Participants: 13Liberty Pattern Company Profit Sharing PlanNewton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 18.056441 · Participants: 42Newton Clinic, P.C. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 17.888494 · Participants: 214Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 17.363911 · Participants: 247Ts Banking Group Savings Plan
Charles Patrick Henry Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Charles Patrick Henry Profit Sharing Plan side-by-side with 3 peers →

Charles Patrick Henry Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Jenicole Consulting Inc. Profit Sharing Plan in NV ($10K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Charles Patrick Henry Profit Sharing Plan assets move in 2023? ▼
Charles Patrick Henry Profit Sharing Plan edged up modestly - up 4.8% during 2023, from $9K to $10K. Reported net income was $447.
How have Charles Patrick Henry plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Patrick Henry's sponsor-wide assets grew 16.6%, from $154K to $179K.
Where does Charles Patrick Henry Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Charles Patrick Henry Profit Sharing Plan ranks in the 1st 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 Charles Patrick Henry Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jenicole Consulting Inc. Profit Sharing Plan in NV ($10K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Charles Patrick Henry Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 421166166.

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.