Profit Sharing · DOL Form 5500 · 2023
Stubbs & Schubart PC Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $379,511
- Avg per participant High balance/head
Official DOL plan name: Stubbs & Schubart PC Profit Sharing Plan & Trust · Sponsored by Stubbs & Schubart PC · Arizona · Professional & Technical Services
$4M in assets, 10 participants
Stubbs & Schubart PC's Stubbs & Schubart PC Profit Sharing Plan & Trust reported $4M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,441 in Professional & Technical Services (20,321 peers)
Stubbs & Schubart PC multi-year trail
Stubbs & Schubart PC's plans moved +13.4% in assets from 2022 to 2024; this filing shows Stubbs & Schubart PC Profit Sharing Plan & Trust at $4M / 10 participants.
- #7,441
- in Professional & Technical Services (20,321 peers)
- +12.4%
- assets growth YoY
Stubbs & Schubart PC Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Stubbs & Schubart PC Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,795,112 39th percentile higher than 39% 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
Stubbs & Schubart PC Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stubbs & Schubart PC Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stubbs & Schubart PC Profit Sharing Plan & Trust reported net income rose from -$39K in the plan year 2022 filing to $418K in the plan year 2023 filing.
- Stubbs & Schubart PC Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860223149 · Stubbs & Schubart PC PY 2023 · Profit Sharing
Stubbs & Schubart PC Profit Sharing Plan & Trust · $4M · 10 · 39th
- ASSETS $4M
- PCT 10
- EIN 39th
- RANK Profit Sharing
- PHOTO near Leftin Investment Co. Profit Sharing Plan
- IND ind #7441
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 Arizona →
Stubbs & Schubart PC Profit Sharing Plan & Trust in the asset neighbourhood
Stubbs & Schubart PC multi-year asset trail
Sponsor-wide plan assets over time
All Stubbs & Schubart PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 13.363073797153099% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $3M |
| 2023 | 1 | 10 | $4M |
| 2024 | 1 | 8 | $4M |
Stubbs & Schubart PC filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $418K |
| Employer EIN | 860223149 |
| Plan Effective Date | 1978-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Kitchell Affiliates Employees' Profit Sharing Plan $55M · 543
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $44M · 1,680
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $38M · 26
- Marana Health Center, Inc. 403b Plan $28M · 725
- Center for Biological Diversity 403(b) DC Plan $26M · 180
Stubbs & Schubart PC Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Leftin Investment Co. Profit Sharing Plan in CO ($4M); by covered participants it is Dibs Co. Retirement Plan in MA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Dibs Co. Retirement Plan (MA) 10 · 0 off
- Saffell Enterprises, Inc. Profit Sharing Plan (TX) 10 · 0 off
- Mobar Corp. Retirement Plan (WA) 10 · 0 off
- Godwin Herman D'souza Profit Sharing Keogh Plan (IL) 10 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.