Profit Sharing · DOL Form 5500 · 2023
Maplewood Investments, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Maplewood Investment Advisors, Inc Profit Sharing Plan · Sponsored by Maplewood Investments, Inc. · Texas · Finance & Insurance
$3M in assets, 3 participants
Maplewood Investments, Inc.'s Maplewood Investment Advisors, Inc Profit Sharing Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #2,336 in Finance & Insurance (8,869 peers)
2023 asset change
Maplewood Investment Advisors, Inc Profit Sharing Plan grew sharply 23.8% in 2023 ($3M → $3M) for 3 participants.
- #2,336
- in Finance & Insurance (8,869 peers)
- +23.8%
- assets growth YoY
Maplewood Investment Advisors, Inc Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Maplewood Investment Advisors, Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,456,847 38th percentile higher than 38% 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
Maplewood Investment Advisors, Inc 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. Maplewood Investment Advisors, Inc Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Maplewood Investment Advisors, Inc Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $665K in the plan year 2023 filing.
- Maplewood Investment Advisors, Inc Profit Sharing Plan reported participants fell from 6 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Maplewood Investment Advisors, Inc Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 752843855 · Maplewood Investments, Inc. PY 2023 · Profit Sharing
Maplewood Investment Advisors, Inc Profit Sharing Plan · $3M · 3 · 38th
- RANK $3M
- RANK 3
- RANK 38th
- RANK Profit Sharing
- RANK near Multi-Tech Engineering Services, Inc., Profit Sharing Plan
- RANK ind #2336
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 Finance & Insurance retirement plans → · Plans in Texas →
Maplewood Investment Advisors, Inc Profit Sharing Plan in the asset neighbourhood
Maplewood Investments, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Maplewood Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $3M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 3 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $665K |
| Employer EIN | 752843855 |
| Plan Effective Date | 2000-07-20 |
| 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
Maplewood Investment Advisors, Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Multi-Tech Engineering Services, Inc., Profit Sharing Plan in OR ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.