Profit Sharing · DOL Form 5500 · 2023

Mary Anne Payne, Cpa Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$562,743
Avg per participant High balance/head
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Official DOL plan name: Payne Financial Consulting Profit Sharing Plan · Sponsored by Mary Anne Payne, Cpa · California · Professional & Technical Services

$1M in assets, 2 participants

Mary Anne Payne, Cpa's Payne Financial Consulting Profit Sharing Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,060 in Professional & Technical Services (20,321 peers)

Mary Anne Payne, Cpa multi-year trail

Mary Anne Payne, Cpa's plans moved +50.9% in assets from 2022 to 2024; this filing shows Payne Financial Consulting Profit Sharing Plan at $1M / 2 participants.

#4,060
in Professional & Technical Services (20,321 peers)
+21.4%
assets growth YoY

Payne Financial Consulting Profit Sharing Plan among the smaller filed plans by assets

Payne Financial Consulting Profit Sharing Plan vs every filed plan by assets

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

$1,125,486 25th percentile higher than 25% 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

Payne Financial Consulting 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. Payne Financial Consulting 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

  • Payne Financial Consulting Profit Sharing Plan reported net income rose from -$263K in the plan year 2022 filing to $199K in the plan year 2023 filing.
  • Payne Financial Consulting Profit Sharing Plan end-of-year assets rose from $927K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943293642 · Mary Anne Payne, Cpa PY 2023 · Profit Sharing

Payne Financial Consulting Profit Sharing Plan · $1M · 2 · 25th

  • NET $1M
  • BOOK 2
  • VS-ST 25th
  • BOY Profit Sharing
  • SCH near Sid Brodsky, Inc. Profit Sharing Plan
  • EBSA ind #4060

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 California →

Payne Financial Consulting Profit Sharing Plan in the asset neighbourhood

Payne Financial Consulting Profit Sharing PlanPayne Financial Consulting P…$1MSid Brodsky, Inc. Profit Sharing PlanSid Brodsky, Inc. Profit Sha…$1MBashyam Madhavan Profit Sharing Plan & TrustBashyam Madhavan Profit Shar…$1MR-K Press Brake Dies, Inc. Profit Sharing Plan and TrustR-K Press Brake Dies, Inc. P…$1MGarnet Suites Inc. Retirement PlanGarnet Suites Inc. Retiremen…$1M
End-of-year total assets ($M) among Payne Financial Consulting Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mary Anne Payne, Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Mary Anne Payne, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$1M 50.86189875589228% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.93M $1.4M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 2 $927K
2023 1 2 $1M
2024 1 2 $1M

Mary Anne Payne, Cpa filing trail (2023)

Total Assets (Beginning of Year)$927K
Net Assets (End of Year)$1M
Net Income$199K
Employer EIN943293642
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Payne Financial Consulting Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Payne Financial Consulting Profit Sharing Plan, Total assets ($B): 0.001125486 · Participants: 2Payne Financial Consulting Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Payne Financial Consulting Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Payne Financial Consulting Profit Sharing Plan side-by-side with 3 peers →

Payne Financial Consulting Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Sid Brodsky, Inc. Profit Sharing Plan in OH ($1M); 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 Payne Financial Consulting Profit Sharing Plan assets move in 2023? ▼
Payne Financial Consulting Profit Sharing Plan grew sharply - up 21.4% during 2023, from $927K to $1M. Reported net income was $199K.
How have Mary Anne Payne, Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mary Anne Payne, Cpa's sponsor-wide assets grew 50.9%, from $927K to $1M.
Where does Payne Financial Consulting Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Payne Financial Consulting Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Payne Financial Consulting Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sid Brodsky, Inc. Profit Sharing Plan in OH ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Payne Financial Consulting 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 943293642.

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.