Profit Sharing · DOL Form 5500 · 2023
Mj Tolan, Incorporated Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $220,296
- Avg per participant Above avg balance/head
Official DOL plan name: Mj Tolan, Incorporated Retirement Plan · Sponsored by Mj Tolan, Incorporated · Pennsylvania · Real Estate
$1M in assets, 5 participants
Mj Tolan, Incorporated's Mj Tolan, Incorporated Retirement Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #1,987 in Real Estate (4,727 peers)
Mj Tolan, Incorporated multi-year trail
Mj Tolan, Incorporated's plans moved -47.9% in assets from 2022 to 2024; this filing shows Mj Tolan, Incorporated Retirement Plan at $1M / 5 participants.
- #1,987
- in Real Estate (4,727 peers)
- -8.3%
- assets change YoY
The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mj Tolan, Incorporated Retirement Plan among the smaller filed plans by assets
Mj Tolan, Incorporated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,101,481 24th percentile higher than 24% 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
Mj Tolan, Incorporated 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. Mj Tolan, Incorporated Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mj Tolan, Incorporated Retirement Plan reported net income fell from $100K in the plan year 2022 filing to -$100K in the plan year 2023 filing.
- Mj Tolan, Incorporated Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Mj Tolan, Incorporated Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 461533779 · Mj Tolan, Incorporated PY 2023 · Profit Sharing
Mj Tolan, Incorporated Retirement Plan · $1M · 5 · 24th
- 5500 $1M
- 5500 5
- 5500 24th
- 5500 Profit Sharing
- 5500 near Ellecante, Inc. Profit Sharing Plan
- 5500 ind #1987
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 Real Estate retirement plans → · Plans in Pennsylvania →
Mj Tolan, Incorporated Retirement Plan in the asset neighbourhood
Mj Tolan, Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Mj Tolan, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $627K 47.85064107045949% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 6 | $627K |
Mj Tolan, Incorporated filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$100K |
| Employer EIN | 461533779 |
| Plan Effective Date | 2012-12-10 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Mj Tolan, Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Ellecante, Inc. Profit Sharing Plan in CA ($1M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.