Profit Sharing · DOL Form 5500 · 2023

James W. Todd, Md Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Merrill Lynch Custodian Fpo James W. Todd Retirment Plan · Sponsored by James W. Todd, Md · Massachusetts · Healthcare & Social Assistance

$2M in assets, 1 participants

James W. Todd, Md's Merrill Lynch Custodian Fpo James W. Todd Retirment Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,104 in Healthcare & Social Assistance (17,684 peers)

James W. Todd, Md multi-year trail

James W. Todd, Md's plans moved +13.7% in assets from 2022 to 2023; this filing shows Merrill Lynch Custodian Fpo James W. Todd Retirment Plan at $2M / 1 participant.

#5,104
in Healthcare & Social Assistance (17,684 peers)
+13.7%
assets growth YoY

Merrill Lynch Custodian Fpo James W. Todd Retirment Plan among the smaller filed plans by assets

Merrill Lynch Custodian Fpo James W. Todd Retirment Plan vs every filed plan by assets

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

$1,980,948 30th percentile higher than 30% 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

Merrill Lynch Custodian Fpo James W. Todd Retirment 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. Merrill Lynch Custodian Fpo James W. Todd Retirment Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merrill Lynch Custodian Fpo James W. Todd Retirment Plan reported net income rose from -$355K in the plan year 2022 filing to $239K in the plan year 2023 filing.
  • Merrill Lynch Custodian Fpo James W. Todd Retirment Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042600864 · James W. Todd, Md PY 2023 · Profit Sharing

Merrill Lynch Custodian Fpo James W. Todd Retirment Plan · $2M · 1 · 30th

  • PHOTO $2M
  • PHOTO 1
  • PHOTO 30th
  • PHOTO Profit Sharing
  • PHOTO near Grupo Alberic Cash or Deferred Income Plan
  • PHOTO ind #5104

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Merrill Lynch Custodian Fpo James W. Todd Retirment Plan in the asset neighbourhood

Merrill Lynch Custodian Fpo James W. Todd Retirment PlanMerrill Lynch Custodian Fpo …$2MGrupo Alberic Cash or Deferred Income PlanGrupo Alberic Cash or Deferr…$2MDra. Josefina Padro Retirement PlanDra. Josefina Padro Retireme…$2MJimbo Enterprise Inc. Profit Sharing PlanJimbo Enterprise Inc. Profit…$2MC. a. Riley Electric Contruction Corp. Employee's Profit Sharing PlanC. a. Riley Electric Contruc…$2M
End-of-year total assets ($M) among Merrill Lynch Custodian Fpo James W. Todd Retirment Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

James W. Todd, Md multi-year asset trail

Sponsor-wide plan assets over time

All James W. Todd, Md plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.705062791983153% vs 2022
2023 filing year
$1.7M$1.8M$1.9M$2M$2.1M 20222023 $1.74M $1.98M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M

James W. Todd, Md filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$239K
Employer EIN042600864
Plan Effective Date1978-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Merrill Lynch Custodian Fpo James W. Todd Retirment Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Merrill Lynch Custodian Fpo James W. Todd Retirment Plan, Total assets ($B): 0.001980948 · Participants: 1Merrill Lynch Custodian Fpo James W. Todd Retirment PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Merrill Lynch Custodian Fpo James W. Todd Retirment Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Merrill Lynch Custodian Fpo James W. Todd Retirment Plan side-by-side with 3 peers →

Merrill Lynch Custodian Fpo James W. Todd Retirment Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Grupo Alberic Cash or Deferred Income Plan in PR ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Merrill Lynch Custodian Fpo James W. Todd Retirment Plan assets move in 2023? ▼
Merrill Lynch Custodian Fpo James W. Todd Retirment Plan grew at a solid clip - up 13.7% during 2023, from $2M to $2M. Reported net income was $239K.
How have James W. Todd, Md plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), James W. Todd, Md's sponsor-wide assets grew 13.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Merrill Lynch Custodian Fpo James W. Todd Retirment Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Grupo Alberic Cash or Deferred Income Plan in PR ($2M, 144 participants).
Which Profit Sharing plans cover a similar participant headcount to Merrill Lynch Custodian Fpo James W. Todd Retirment Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 042600864.

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.