Profit Sharing · DOL Form 5500 · 2023

Mhr & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1
Participants Small participant base
39th
Percentile by assets National rank
$3.7M
Avg per participant High balance/head
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Official DOL plan name: Mhr & Associates, Inc. Profit Sharing Plan · Sponsored by Mhr & Associates, Inc. · Connecticut · Administrative & Support Services

$4M in assets, 1 participants

Mhr & Associates, Inc.'s Mhr & Associates, Inc. Profit Sharing Plan reported $4M in total assets and 1 participant 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.

  • #2,721 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Mhr & Associates, Inc. Profit Sharing Plan ranks #2,721 of 4,372 2023 filers by assets (785% of the sector average)-$4M for 1 participant.

#2,721
in Administrative & Support Services (4,372 peers)
+6.7%
assets growth YoY

Mhr & Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Mhr & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,673,228 39th percentile higher than 39% 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

Mhr & Associates, Inc. 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. Mhr & Associates, Inc. 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

  • Mhr & Associates, Inc. Profit Sharing Plan reported net income rose from -$468K in the plan year 2022 filing to $230K in the plan year 2023 filing.
  • Mhr & Associates, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431610029 · Mhr & Associates, Inc. PY 2023 · Profit Sharing

Mhr & Associates, Inc. Profit Sharing Plan · $4M · 1 · 39th

  • EBSA $4M
  • PART 1
  • TYPE 39th
  • NET Profit Sharing
  • BOOK near Carstens Realty Profit Sharing Plan & Trust
  • VS-ST ind #2721

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 Administrative & Support Services retirement plans → · Plans in Connecticut →

Mhr & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

The Aspen Surgical Puerto Rico Corp. 1165(e) Savings PlanThe Aspen Surgical Puerto Ri…$4MBrown & O'malley Company Profit Sharing PlanBrown & O'malley Company Pro…$4MMhr & Associates, Inc. Profit Sharing PlanMhr & Associates, Inc. Profi…$4MCarstens Realty Profit Sharing Plan & TrustCarstens Realty Profit Shari…$4MDouglas J. Frye, Law Corporation Profit Sharing PlanDouglas J. Frye, Law Corpora…$4M
End-of-year total assets ($M) among Mhr & Associates, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$230K
Employer EIN431610029
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mhr & Associates, Inc.)

Sponsor-wide plan assets over time

All Mhr & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 6.67810536575279% vs 2022
2023 filing year
$3.4M$3.5M$3.6M$3.7M 20222023 $3.44M $3.67M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $4M

Nearby Profit Sharing Plans in Connecticut

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

Mhr & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Mhr & Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.003673228 · Participants: 1Mhr & Associates, Inc. Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity Plan
Mhr & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Mhr & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Mhr & Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Carstens Realty Profit Sharing Plan & Trust in CA ($4M); 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 Mhr & Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Mhr & Associates, Inc. Profit Sharing Plan grew at a solid clip - up 6.7% during 2023, from $3M to $4M. Reported net income was $230K.
How have Mhr & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mhr & Associates, Inc.'s sponsor-wide assets grew 6.7%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Mhr & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Carstens Realty Profit Sharing Plan & Trust in CA ($4M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Mhr & Associates, Inc. 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 431610029.

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.