Profit Sharing · DOL Form 5500 · 2023

James H. Mccarty, Jr., P.a. Profit Sharing Plan

Data updated 2026-08-25

$512K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$512,420
Avg per participant High balance/head
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Official DOL plan name: James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust · Sponsored by James H. Mccarty, Jr., P.a. · Florida · Professional & Technical Services

$512K in assets, 1 participants

James H. Mccarty, Jr., P.a.'s James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust reported $512K in total assets and 1 participant 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.

  • #2,769 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust holds $512K for 1 participant - about $512,420 per participant, among the smaller plans by assets on file.

#2,769
in Professional & Technical Services (20,321 peers)
+4.2%
assets growth YoY

James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust among the smaller filed plans by assets

James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust vs every filed plan by assets

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

$512,420 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

James H. Mccarty, Jr. , P. a 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 H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust reported net income rose from -$3K in the plan year 2022 filing to $21K in the plan year 2023 filing.
  • James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust end-of-year assets rose from $492K in the plan year 2022 filing to $512K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 592431934 · James H. Mccarty, Jr., P.a. PY 2023 · Profit Sharing

James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust · $512K · 1 · 18th

  • VS-ST $512K
  • BOY 1
  • SCH 18th
  • EBSA Profit Sharing
  • PART near 5 Strong Corp. Retirement Plan
  • TYPE ind #2769

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 Florida →

James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust in the asset neighbourhood

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

Filing particulars (2023)

Total Assets (Beginning of Year)$492K
Net Assets (End of Year)$512K
Net Income$21K
Employer EIN592431934
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James H. Mccarty, Jr., P.a.)

Sponsor-wide plan assets over time

All James H. Mccarty, Jr., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.49M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $492K
2023 1 1 $512K
2024 1 1 N/A

Nearby Profit Sharing Plans in Florida

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

James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust, Total assets ($B): 0.00051242 · Participants: 1James H. Mccarty, Jr. , P. a Profit Sharing Plan and TrustRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust side-by-side with 3 peers →

James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is 5 Strong Corp. Retirement Plan in AZ ($513K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($512K here).

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 James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust assets move in 2023? ▼
James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust edged up modestly - up 4.2% during 2023, from $492K to $512K. Reported net income was $21K.
Where does James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust 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 James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is 5 Strong Corp. Retirement Plan in AZ ($513K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to James H. Mccarty, Jr. , P. a Profit Sharing Plan and Trust? ▼
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 592431934.

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.