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
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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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

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

$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $7.07M $7.23M ▲ +2.3%
Total plan assets by year, all Messer Potts & Messer PC plans on file
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 EIN742093265
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Messer, Potts, & Mes…, Total assets ($B): 0.008571765 · Participants: 4Messer, Potts, & Mes…Southwest Airlines C…, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines C…Baylor College of Me…, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Me…H-E-B Partner Stock …, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock …The Defined Contribu…, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribu…American Heart Assoc…, Total assets ($B): 0.456894615 · Participants: 3455American Heart Assoc…
Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants

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?
Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust grew sharply - up 21.2% during 2023, from $7M to $9M. Reported net income was $2M.
How have Messer Potts & Messer PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Messer Potts & Messer PC's sponsor-wide assets grew 2.2%, from $7M to $7M.
Which Profit Sharing plans are similar in size to Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust?
Among Profit Sharing plans in other states, the closest by assets is Visiting Nurse Association of Albany 403(b) Plan in NY ($9M, 103 participants).

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.