Profit Sharing · DOL Form 5500 · 2023

Palmer and Associates LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$762,486
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Palmer and Associates Profit Sharing Plan · Sponsored by Palmer and Associates LLC · Virginia · Professional & Technical Services

$2M in assets, 2 participants

Palmer and Associates LLC's Palmer and Associates Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,680 in Professional & Technical Services (20,321 peers)

Palmer and Associates LLC multi-year trail

Palmer and Associates LLC's plans moved +10.9% in assets from 2022 to 2023; this filing shows Palmer and Associates Profit Sharing Plan at $2M / 2 participants.

#4,680
in Professional & Technical Services (20,321 peers)
+10.9%
assets growth YoY

Palmer and Associates Profit Sharing Plan among the smaller filed plans by assets

Palmer and Associates Profit Sharing Plan vs every filed plan by assets

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

$1,524,971 28th percentile higher than 28% 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

Palmer and Associates 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. Palmer and Associates Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palmer and Associates Profit Sharing Plan reported net income rose from -$122K in the plan year 2022 filing to $150K in the plan year 2023 filing.
  • Palmer and Associates Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521907808 · Palmer and Associates LLC PY 2023 · Profit Sharing

Palmer and Associates Profit Sharing Plan · $2M · 2 · 28th

  • IND $2M
  • IND 2
  • IND 28th
  • IND Profit Sharing
  • IND near Bobby C's Inc. Retirement Plan
  • IND ind #4680

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 Virginia →

Palmer and Associates Profit Sharing Plan in the asset neighbourhood

Diiorio Corporation Retirement PlanDiiorio Corporation Retireme…$2MStellar Homes, Inc. Profit Sharing Plan and TrustStellar Homes, Inc. Profit S…$2MPrichard Crane Service Inc. Profit Sharing PlanPrichard Crane Service Inc. …$2MPalmer and Associates Profit Sharing PlanPalmer and Associates Profit…$2MBobby C's Inc. Retirement PlanBobby C's Inc. Retirement Pl…$2M
End-of-year total assets ($M) among Palmer and Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Palmer and Associates LLC multi-year asset trail

Sponsor-wide plan assets over time

All Palmer and Associates LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.931749852512525% vs 2022
2023 filing year
$1.35M$1.4M$1.45M$1.5M$1.55M 20222023 $1.37M $1.52M ▲ +10.9%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M

Palmer and Associates LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$150K
Employer EIN521907808
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

Palmer and Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Palmer and Associates Profit Sharing Plan, Total assets ($B): 0.001524971 · Participants: 2Palmer and Associates Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Palmer and Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Palmer and Associates Profit Sharing Plan side-by-side with 3 peers →

Palmer and Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Bobby C's Inc. Retirement Plan in FL ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Palmer and Associates Profit Sharing Plan assets move in 2023? ▼
Palmer and Associates Profit Sharing Plan grew at a solid clip - up 10.9% during 2023, from $1M to $2M. Reported net income was $150K.
How have Palmer and Associates LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Palmer and Associates LLC's sponsor-wide assets grew 10.9%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Palmer and Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bobby C's Inc. Retirement Plan in FL ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Palmer and Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 521907808.

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.