Profit Sharing · DOL Form 5500 · 2023

Courtney Ray Mittelmark Apc Profit Sharing Plan

Data updated 2026-08-25

$513K
Total assets Small plan by assets
14
Participants Small participant base
18th
Percentile by assets National rank
$36,625
Avg per participant Low balance/head
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Official DOL plan name: Courtney Ray Mittelmark Apc Profit Sharing Plan · Sponsored by Courtney Ray Mittelmark Apc · California · Healthcare & Social Assistance

$513K in assets, 14 participants

Courtney Ray Mittelmark Apc's Courtney Ray Mittelmark Apc Profit Sharing Plan reported $513K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,367 in Healthcare & Social Assistance (17,684 peers)

Courtney Ray Mittelmark Apc multi-year trail

Courtney Ray Mittelmark Apc's plans moved -47.7% in assets from 2022 to 2024; this filing shows Courtney Ray Mittelmark Apc Profit Sharing Plan at $513K / 14 participants.

#2,367
in Healthcare & Social Assistance (17,684 peers)
+18.5%
assets growth YoY

Courtney Ray Mittelmark Apc Profit Sharing Plan among the smaller filed plans by assets

Courtney Ray Mittelmark Apc Profit Sharing Plan vs every filed plan by assets

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

$512,748 18th percentile higher than 18% 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

Courtney Ray Mittelmark Apc Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Courtney Ray Mittelmark Apc Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Courtney Ray Mittelmark Apc Profit Sharing Plan reported net income rose from -$62K in the plan year 2022 filing to $80K in the plan year 2023 filing.
  • Courtney Ray Mittelmark Apc Profit Sharing Plan end-of-year assets rose from $433K in the plan year 2022 filing to $513K in the plan year 2023 filing.
  • Courtney Ray Mittelmark Apc Profit Sharing Plan reported participants fell from 15 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810882540 · Courtney Ray Mittelmark Apc PY 2023 · Profit Sharing

Courtney Ray Mittelmark Apc Profit Sharing Plan · $513K · 14 · 18th

  • TYPE $513K
  • TYPE 14
  • TYPE 18th
  • TYPE Profit Sharing
  • TYPE near Florida Empire Holdings, Inc. Retirement Plan
  • TYPE ind #2367

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 California →

Courtney Ray Mittelmark Apc Profit Sharing Plan in the asset neighbourhood

Courtney Ray Mittelmark Apc Profit Sharing PlanCourtney Ray Mittelmark Apc …$513KFlorida Empire Holdings, Inc. Retirement PlanFlorida Empire Holdings, Inc…$513K5 Strong Corp. Retirement Plan5 Strong Corp. Retirement Pl…$513KJames H. Mccarty, Jr. , P. a Profit Sharing Plan and TrustJames H. Mccarty, Jr. , P. a…$512KManes Holdings Inc. Retirement PlanManes Holdings Inc. Retireme…$512K
End-of-year total assets ($M) among Courtney Ray Mittelmark Apc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Courtney Ray Mittelmark Apc multi-year asset trail

Sponsor-wide plan assets over time

All Courtney Ray Mittelmark Apc plans reported in each filing year

Latest sponsor-wide plan assets
$226K 47.66263779436574% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.43M $0.23M ▼ -46.5%
Year Plans Participants Total Assets
2022 1 15 $433K
2023 1 14 $513K
2024 1 11 $226K

Courtney Ray Mittelmark Apc filing trail (2023)

Total Assets (Beginning of Year)$433K
Net Assets (End of Year)$509K
Net Income$80K
Employer EIN810882540
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Courtney Ray Mittelmark Apc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Courtney Ray Mittelmark Apc Profit Sharing Plan, Total assets ($B): 0.000512748 · Participants: 14Courtney Ray Mittelmark Apc Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Courtney Ray Mittelmark Apc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Courtney Ray Mittelmark Apc Profit Sharing Plan side-by-side with 3 peers →

Courtney Ray Mittelmark Apc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Florida Empire Holdings, Inc. Retirement Plan in FL ($513K); by covered participants it is Three Cities Management LLC Retirement Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Courtney Ray Mittelmark Apc Profit Sharing Plan assets move in 2023? ▼
Courtney Ray Mittelmark Apc Profit Sharing Plan grew sharply - up 18.5% during 2023, from $433K to $513K. Reported net income was $80K.
How have Courtney Ray Mittelmark Apc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Courtney Ray Mittelmark Apc's sponsor-wide assets declined 47.7%, from $433K to $226K.
Where does Courtney Ray Mittelmark Apc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Courtney Ray Mittelmark Apc Profit Sharing Plan ranks in the 18th 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 Courtney Ray Mittelmark Apc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Florida Empire Holdings, Inc. Retirement Plan in FL ($513K, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Courtney Ray Mittelmark Apc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Three Cities Management LLC Retirement Plan in NY (14 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 810882540.

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.