Profit Sharing · DOL Form 5500 · 2023
Messer Potts & Messer PC Profit Sharing Plan
Data updated 2026-08-11
- $9M
- Total assets
- 4
- Participants
- 55th
- Percentile by assets
- $2.1M
- Avg per participant
Official DOL plan name: Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust · Sponsored by Messer Potts & Messer PC · Texas · Professional & Technical Services
$9M in assets, 4 participants
Messer Potts & Messer PC's Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust reported $9M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- 55th percentile by assets (of 127,072 plans)
- #10,931 in Professional & Technical Services (20,321 peers)
2023 asset change
Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust grew sharply 21.2% in 2023 ($7M → $9M) for 4 participants.
- $9M
- total plan assets (2023 EOY)
- 4
- covered participants
- 55th
- percentile by assets (of 127,072 plans)
- $2.1M
- avg assets per participant
Where Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust sits by total assets
Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,571,765 Top 45% higher than 55% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
2023 asset move for Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust
Year over year, total assets grew sharply from $7M at the start of 2023 to $9M at year-end (up 21.2%). Net assets closed at $9M; reported net income $2M.
Messer Potts & Messer PC years around the 2023 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $7M |
| 2023 | 1 | 4 | $9M |
| 2024 | 1 | 4 | $7M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 742093265 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust assets move in 2023? ▼
How have Messer Potts & Messer PC plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust? ▼
Next read for Messer, Potts, & Messer, Inc. Employees …
2023 change
Ways to act on Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust's numbers.
- By total assets, Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
- Messer Potts & Messer PC's sponsor-wide assets have grown 2.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans