Profit Sharing · DOL Form 5500 · 2023
Thomas E. Sears Inc. Profit Sharing Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 25
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Thomas E. Sears Inc. Profit Sharing Plan · Sponsored by Thomas E. Sears Inc. · Massachusetts · Finance & Insurance
$26M in assets, 25 participants
Thomas E. Sears Inc.'s Thomas E. Sears Inc. Profit Sharing Plan reported $26M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #5,736 in Finance & Insurance (8,869 peers)
Where Thomas E. Sears Inc. Profit Sharing Plan sits by assets
Thomas E. Sears Inc. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $26M for 25 participants (~$1.0M/participant), up 3.2% in 2023.
- #5,736
- in Finance & Insurance (8,869 peers)
- +3.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Thomas E. Sears Inc. Profit Sharing Plan's outsized position by total assets
Thomas E. Sears Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,537,646 Top 23% higher than 77% 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
Thomas E. Sears Inc. 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. Thomas E. Sears Inc. Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Thomas E. Sears Inc. Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $797K in the plan year 2023 filing.
- Thomas E. Sears Inc. Profit Sharing Plan reported participants fell from 26 in the plan year 2022 filing to 25 in the plan year 2023 filing.
- Thomas E. Sears Inc. Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $26M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 041818290 · Thomas E. Sears Inc. PY 2023 · Profit Sharing
Thomas E. Sears Inc. Profit Sharing Plan · $26M · 25 · 77th
- EOY $26M
- EOY 25
- EOY 77th
- EOY Profit Sharing
- EOY near Orohealth Corporation Retirement Plan
- EOY ind #5736
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Thomas E. Sears Inc. Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $797K |
| Employer EIN | 041818290 |
| Plan Effective Date | 1957-01-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thomas E. Sears Inc.)
Sponsor-wide plan assets over time
All Thomas E. Sears Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 8.830232255934023% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $25M |
| 2023 | 1 | 25 | $26M |
| 2024 | 1 | 23 | $27M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
Thomas E. Sears Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Orohealth Corporation Retirement Plan in CA ($26M); by covered participants it is Plumbing, Piping & Construction, Inc. Profit Sharing Plan in CA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Orohealth Corporation Retirement Plan (CA) $26M · 1,608
- Memorial Health System Hospitals Defined Contribution Plan (OH) $25M · 1,956
- Oregon Catholic Press 403(b) Plan (OR) $26M · 145
- Sobel Medical Consultants, PC Profit Sharing Plan (AZ) $25M · 20
Similar participant headcount
Nearest other-state filings by covered participants (25 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.