Profit Sharing · DOL Form 5500 · 2023

Charles Mcrae Wholesale Produce LLC Profit Sharing Plan

Data updated 2026-08-25

$348K
Total assets Small plan by assets: 2
Participants Small participant base: 15th
Percentile by assets National rank: $173,827
Avg per participant Above avg balance/head

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Official DOL plan name: Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan · Sponsored by Charles Mcrae Wholesale Produce LLC · Illinois · Wholesale Trade

$348K in assets, 2 participants

Charles Mcrae Wholesale Produce LLC's Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan reported $348K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

#457 in Wholesale Trade (6,309 peers)

Charles Mcrae Wholesale Produce LLC multi-year trail

Charles Mcrae Wholesale Produce LLC's plans moved +41.5% in assets from 2022 to 2024; this filing shows Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan at $348K / 2 participants.

#457
in Wholesale Trade (6,309 peers): +21.2%
assets growth YoY

Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan among the smaller filed plans by assets

Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan vs every filed plan by assets

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

$347,653 15th percentile higher than 15% 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

Charles Mcrae Wholesale Produce LLC Investco Investments Prototype 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. Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan reported net income rose from -$56K in the plan year 2022 filing to $61K in the plan year 2023 filing.
Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan end-of-year assets rose from $287K in the plan year 2022 filing to $348K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113703508 · Charles Mcrae Wholesale Produce LLC PY 2023 · Profit Sharing

Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan · $348K · 2 · 15th

PCT $348K
EIN 2
RANK 15th
PHOTO Profit Sharing
IND near Superior Venture Enterprises, Inc. Retirement Plan
EOY ind #457

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 Wholesale Trade retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Charles Mcrae Wholesale Produce LLC multi-year asset trail

Latest sponsor-wide plan assets: $406K 41.5422963621468% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$287K
2023	1	2	$348K
2024	1	2	$406K

Charles Mcrae Wholesale Produce LLC filing trail (2023)

Total Assets (Beginning of Year)	$287K
Net Assets (End of Year)	$348K
Net Income	$61K
Employer EIN	113703508
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604

Compare Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan side-by-side with 3 peers →

Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Superior Venture Enterprises, Inc. Retirement Plan in TX ($347K); by covered participants it is Kramatron Precision Inc - Profit Sharing Plan in NJ (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($348K here).

Superior Venture Enterprises, Inc. Retirement Plan (TX) $347K · 1
Thresiamma G Thanjan Md,PC Employee Profit Sharing Plan (NY) $348K · 2
Ocampo Enterprises Retirement Plan (CA) $348K · 4
K.I.G. Capital, Inc. Retirement Plan (TX) $348K · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Kramatron Precision Inc - Profit Sharing Plan (NJ) 2 · 0 off
Group H Capital Corporation Profit Sharing Trust (VA) 2 · 0 off
Sechalf Holdings, Inc. Retirement Plan (TX) 2 · 0 off
Weiss Hospitality Inc. Retirement Plan (PA) 2 · 0 off

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 Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan assets move in 2023? ▼

Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan grew sharply - up 21.2% during 2023, from $287K to $348K. Reported net income was $61K.

How have Charles Mcrae Wholesale Produce LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Charles Mcrae Wholesale Produce LLC's sponsor-wide assets grew 41.5%, from $287K to $406K.

Where does Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan ranks in the 15th 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 Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Superior Venture Enterprises, Inc. Retirement Plan in TX ($347K, 1 participant).

Which Profit Sharing plans cover a similar participant headcount to Charles Mcrae Wholesale Produce LLC Investco Investments Prototype Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Kramatron Precision Inc - Profit Sharing Plan in NJ (2 participants, N/A 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 113703508.