Profit Sharing · DOL Form 5500 · 2023

Bloch & Bloch PA Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
31st
Percentile by assets National rank
$671,201
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bloch & Bloch PA Profit Sharing Plan · Sponsored by Bloch & Bloch PA · Minnesota · Professional & Technical Services

$2M in assets, 3 participants

Bloch & Bloch PA's Bloch & Bloch PA Profit Sharing Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,392 in Professional & Technical Services (20,321 peers)

Bloch & Bloch PA multi-year trail

Bloch & Bloch PA's plans moved +23.2% in assets from 2022 to 2024; this filing shows Bloch & Bloch PA Profit Sharing Plan at $2M / 3 participants.

#5,392
in Professional & Technical Services (20,321 peers)
+11.3%
assets growth YoY

Bloch & Bloch PA Profit Sharing Plan among the smaller filed plans by assets

Bloch & Bloch PA Profit Sharing Plan vs every filed plan by assets

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

$2,013,603 31st percentile higher than 31% 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

Bloch & Bloch PA 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. Bloch & Bloch PA 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

  • Bloch & Bloch PA Profit Sharing Plan reported net income rose from -$595K in the plan year 2022 filing to $205K in the plan year 2023 filing.
  • Bloch & Bloch PA Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Bloch & Bloch PA Profit Sharing 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 274418733 · Bloch & Bloch PA PY 2023 · Profit Sharing

Bloch & Bloch PA Profit Sharing Plan · $2M · 3 · 31st

  • TYPE $2M
  • TYPE 3
  • TYPE 31st
  • TYPE Profit Sharing
  • TYPE near The Spring Works, Inc., Profit Sharing Plan
  • TYPE ind #5392

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 Minnesota →

Bloch & Bloch PA Profit Sharing Plan in the asset neighbourhood

Robert F. Kennedy Center for Justice & Human Rights 403(b) PlanRobert F. Kennedy Center for…$2MBloch & Bloch PA Profit Sharing PlanBloch & Bloch PA Profit Shar…$2MThe Spring Works, Inc., Profit Sharing PlanThe Spring Works, Inc., Prof…$2MCalvin D Meeusen Self-Employed Profit Sharing PlanCalvin D Meeusen Self-Employ…$2MW&l Mail Service, Inc. Retirement PlanW&l Mail Service, Inc. Retir…$2M
End-of-year total assets ($M) among Bloch & Bloch PA Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bloch & Bloch PA multi-year asset trail

Sponsor-wide plan assets over time

All Bloch & Bloch PA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.229339297539987% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.81M $2.23M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 3 $2M
2024 1 4 $2M

Bloch & Bloch PA filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$205K
Employer EIN274418733
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

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

Bloch & Bloch PA Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Bloch & Bloch PA Profit Sharing Plan, Total assets ($B): 0.002013603 · Participants: 3Bloch & Bloch PA Profit Sharing PlanEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Bloch & Bloch PA Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants

Bloch & Bloch PA Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is The Spring Works, Inc., Profit Sharing Plan in OH ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Bloch & Bloch PA Profit Sharing Plan assets move in 2023?
Bloch & Bloch PA Profit Sharing Plan grew at a solid clip - up 11.3% during 2023, from $2M to $2M. Reported net income was $205K.
How have Bloch & Bloch PA plan assets changed over time?
Across 3 plan years on file (2022-2024), Bloch & Bloch PA's sponsor-wide assets grew 23.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Bloch & Bloch PA Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is The Spring Works, Inc., Profit Sharing Plan in OH ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Bloch & Bloch PA Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).