Profit Sharing · DOL Form 5500 · 2023

Nicolas Anthony, Inc. Profit Sharing Plan

Data updated 2026-08-25

$541K
Total assets Small plan by assets
7
Participants Small participant base
19th
Percentile by assets National rank
$77,280
Avg per participant Below avg balance/head
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Official DOL plan name: Nicolas Anthony, Inc. Retirement Plan · Sponsored by Nicolas Anthony, Inc. · Texas · Arts, Entertainment & Recreation

$541K in assets, 7 participants

Nicolas Anthony, Inc.'s Nicolas Anthony, Inc. Retirement Plan reported $541K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,240 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Nicolas Anthony, Inc. Retirement Plan ranks #1,240 of 2,945 2023 filers by assets (5133% of the sector average)-$541K for 7 participants.

#1,240
in Arts, Entertainment & Recreation (2,945 peers)
+22.2%
assets growth YoY

Nicolas Anthony, Inc. Retirement Plan among the smaller filed plans by assets

Nicolas Anthony, Inc. Retirement Plan vs every filed plan by assets

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

$540,963 19th percentile higher than 19% 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

Nicolas Anthony, Inc. 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. Nicolas Anthony, Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nicolas Anthony, Inc. Retirement Plan end-of-year assets rose from $443K in the plan year 2022 filing to $541K in the plan year 2023 filing.
  • Nicolas Anthony, Inc. Retirement Plan reported net income rose from $89K in the plan year 2022 filing to $98K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 823447839 · Nicolas Anthony, Inc. PY 2023 · Profit Sharing

Nicolas Anthony, Inc. Retirement Plan · $541K · 7 · 19th

  • EBSA $541K
  • EBSA 7
  • EBSA 19th
  • EBSA Profit Sharing
  • EBSA near Metro Subs Inc. Retirement Plan
  • EBSA ind #1240

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 Arts, Entertainment & Recreation retirement plans → · Plans in Texas →

Nicolas Anthony, Inc. Retirement Plan in the asset neighbourhood

Nicolas Anthony, Inc. Retirement PlanNicolas Anthony, Inc. Retire…$541KMetro Subs Inc. Retirement PlanMetro Subs Inc. Retirement P…$541KRolance Chavier Roper Retirement PlanRolance Chavier Roper Retire…$541KAli'i Health Center 403(b) PlanAli'i Health Center 403(b) P…$541KJacksigns, Inc. Retirement PlanJacksigns, Inc. Retirement P…$541K
End-of-year total assets ($M) among Nicolas Anthony, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$443K
Net Assets (End of Year)$541K
Net Income$98K
Employer EIN823447839
Plan Effective Date2017-11-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Nicolas Anthony, Inc.)

Sponsor-wide plan assets over time

All Nicolas Anthony, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$492K 11.111236630321324% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M 202220232024 $0.44M $0.49M ▲ +11.4%
Year Plans Participants Total Assets
2022 1 7 $443K
2023 1 7 $541K
2024 1 8 $492K

Nearby Profit Sharing Plans in Texas

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

Nicolas Anthony, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Nicolas Anthony, Inc. Retirement Plan, Total assets ($B): 0.000540963 · Participants: 7Nicolas Anthony, Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Nicolas Anthony, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Nicolas Anthony, Inc. Retirement Plan side-by-side with 3 peers →

Nicolas Anthony, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Metro Subs Inc. Retirement Plan in VA ($541K); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($541K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Nicolas Anthony, Inc. Retirement Plan assets move in 2023? ▼
Nicolas Anthony, Inc. Retirement Plan grew sharply - up 22.2% during 2023, from $443K to $541K. Reported net income was $98K.
How have Nicolas Anthony, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nicolas Anthony, Inc.'s sponsor-wide assets grew 11.1%, from $443K to $492K.
Where does Nicolas Anthony, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Nicolas Anthony, Inc. Retirement Plan ranks in the 19th 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 Nicolas Anthony, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Metro Subs Inc. Retirement Plan in VA ($541K, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Nicolas Anthony, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A 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 823447839.

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.