Profit Sharing · DOL Form 5500 · 2023
James L. Stan Attorney-Cpa Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $2.2M
- Avg per participant High balance/head
Official DOL plan name: James L. Stan Attorney-Cpa Profit Sharing Plan and Trust · Sponsored by James L. Stan Attorney-Cpa · Indiana · Professional & Technical Services
$4M in assets, 2 participants
James L. Stan Attorney-Cpa's James L. Stan Attorney-Cpa Profit Sharing Plan and Trust reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,005 in Professional & Technical Services (20,321 peers)
James L. Stan Attorney-Cpa multi-year trail
James L. Stan Attorney-Cpa's plans moved +92.1% in assets from 2022 to 2024; this filing shows James L. Stan Attorney-Cpa Profit Sharing Plan and Trust at $4M / 2 participants.
- #8,005
- in Professional & Technical Services (20,321 peers)
- +42.3%
- assets growth YoY
James L. Stan Attorney-Cpa Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
James L. Stan Attorney-Cpa Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,377,381 42nd percentile higher than 42% 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
James L. Stan Attorney-Cpa Profit Sharing Plan and 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. James L. Stan Attorney-Cpa Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- James L. Stan Attorney-Cpa Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- James L. Stan Attorney-Cpa Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 351660941 · James L. Stan Attorney-Cpa PY 2023 · Profit Sharing
James L. Stan Attorney-Cpa Profit Sharing Plan and Trust · $4M · 2 · 42nd
- PART $4M
- TYPE 2
- NET 42nd
- BOOK Profit Sharing
- VS-ST near Acumen International Inc Profit Sharing Plan
- BOY ind #8005
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 Indiana →
James L. Stan Attorney-Cpa Profit Sharing Plan and Trust in the asset neighbourhood
James L. Stan Attorney-Cpa multi-year asset trail
Sponsor-wide plan assets over time
All James L. Stan Attorney-Cpa plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 92.10166957710412% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $5M |
| 2023 | 2 | 4 | $8M |
| 2024 | 2 | 4 | $10M |
James L. Stan Attorney-Cpa filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 351660941 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.4B · 9,969
- Indiana State Council of Plasterers & Cement Mason Pension Fund $321M · 1,127
- I.B.E.W. Local Union 481 Defined Contribution Plan $268M · 2,820
- Cfni Retirement Plan $206M · 6,110
- Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan $177M · 1,818
James L. Stan Attorney-Cpa Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Acumen International Inc Profit Sharing Plan in TX ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 (2 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.