Profit Sharing · DOL Form 5500 · 2023

William N. Heiss, Attorney at Law Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: William N. Heiss Profit Sharing Plan · Sponsored by William N. Heiss, Attorney at Law · Wyoming · Professional & Technical Services

$4M in assets, 2 participants

William N. Heiss, Attorney at Law's William N. Heiss Profit Sharing Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,954 in Professional & Technical Services (20,321 peers)

William N. Heiss, Attorney at Law multi-year trail

William N. Heiss, Attorney at Law's plans moved +182.1% in assets from 2022 to 2024; this filing shows William N. Heiss Profit Sharing Plan at $4M / 2 participants.

#7,954
in Professional & Technical Services (20,321 peers)
+163.1%
assets growth YoY

William N. Heiss Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

William N. Heiss Profit Sharing Plan vs every filed plan by assets

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

$4,323,999 42nd percentile higher than 42% 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

William N. Heiss 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. William N. Heiss 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

  • William N. Heiss Profit Sharing Plan reported net income rose from $257K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • William N. Heiss Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 830276787 · William N. Heiss, Attorney at Law PY 2023 · Profit Sharing

William N. Heiss Profit Sharing Plan · $4M · 2 · 42nd

  • NET $4M
  • BOOK 2
  • VS-ST 42nd
  • BOY Profit Sharing
  • SCH near Sun-Drop Bottling Company, Inc. Profit Sharing Plan
  • EBSA ind #7954

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 Wyoming →

William N. Heiss Profit Sharing Plan in the asset neighbourhood

Mchugh Engineering Associates,Inc. 401(k) Profit Sharing PlanMchugh Engineering Associate…$4MWilliam N. Heiss Profit Sharing PlanWilliam N. Heiss Profit Shar…$4MSun-Drop Bottling Company, Inc. Profit Sharing PlanSun-Drop Bottling Company, I…$4MLawrence E. Cutler Associates Employee Profit Sharing PlanLawrence E. Cutler Associate…$4MBruce R Carlton Md Inc Profit Sharing PlanBruce R Carlton Md Inc Profi…$4M
End-of-year total assets ($M) among William N. Heiss Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

William N. Heiss, Attorney at Law multi-year asset trail

Sponsor-wide plan assets over time

All William N. Heiss, Attorney at Law plans reported in each filing year

Latest sponsor-wide plan assets
$5M 182.06126584773642% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.64M $4.64M ▲ +182.9%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $4M
2024 1 2 $5M

William N. Heiss, Attorney at Law filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$3M
Employer EIN830276787
Plan Effective Date1984-12-24
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wyoming

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

William N. Heiss Profit Sharing Plan vs. nearby Profit Sharing plans in Wyoming, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -50050100150 Total assets ($M) Participants William N. Heiss Profit Sharing Plan, Total assets ($M): 4.323999 · Participants: 2William N. Heiss Profit Sharing PlanTrue Companies Employees Profit Sharing Plan, Total assets ($M): 126.793761 · Participants: 791True Companies Employees Profit Sharing PlanIvinson Memorial Hospital Retirement Plan, Total assets ($M): 53.399055 · Participants: 581Ivinson Memorial Hospital Retirement PlanNorth Platte Physical Therapy Services, Inc. Profit Sharing Plan, Total assets ($M): 19.640632 · Participants: 115North Platte Physical Therapy Services, Inc. Profit Sharing PlanPro-Kote Engineering & Supply Profit Sharing Plan, Total assets ($M): 10.693375 · Participants: 7Pro-Kote Engineering & Supply Profit Sharing PlanPronghorn Construction Limited Keogh Plan, Total assets ($M): 10.457336 · Participants: 2Pronghorn Construction Limited Keogh Plan
William N. Heiss Profit Sharing Plan vs. nearby Profit Sharing plans in Wyoming, assets vs. participants

William N. Heiss Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wyoming, the nearest Profit Sharing by assets is Sun-Drop Bottling Company, Inc. Profit Sharing Plan in TN ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 William N. Heiss Profit Sharing Plan assets move in 2023?
William N. Heiss Profit Sharing Plan surged - up 163.1% during 2023, from $2M to $4M. Reported net income was $3M.
How have William N. Heiss, Attorney at Law plan assets changed over time?
Across 3 plan years on file (2022-2024), William N. Heiss, Attorney at Law's sponsor-wide assets grew 182.1%, from $2M to $5M.
Which Profit Sharing plans are similar in size to William N. Heiss Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Sun-Drop Bottling Company, Inc. Profit Sharing Plan in TN ($4M, 29 participants).
Which Profit Sharing plans cover a similar participant headcount to William N. Heiss 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).