Profit Sharing · DOL Form 5500 · 2023

Margoles and Margoles PA Profit Sharing Plan

Data updated 2026-08-25

$824K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$274,754
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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

$824K in assets, 3 participants

Margoles and Margoles PA's Margoles and Margoles Profit Sharing Plan reported $824K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,475 in Professional & Technical Services (20,321 peers)

Margoles and Margoles PA multi-year trail

Margoles and Margoles PA's plans moved +15.1% in assets from 2022 to 2024; this filing shows Margoles and Margoles Profit Sharing Plan at $824K / 3 participants.

#3,475
in Professional & Technical Services (20,321 peers)
+7.3%
assets growth YoY

Margoles and Margoles Profit Sharing Plan among the smaller filed plans by assets

Margoles and Margoles Profit Sharing Plan vs every filed plan by assets

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

$824,262 22nd percentile higher than 22% 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

Margoles and Margoles 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. Margoles and Margoles 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

  • Margoles and Margoles Profit Sharing Plan reported net income rose from -$72K in the plan year 2022 filing to $56K in the plan year 2023 filing.
  • Margoles and Margoles Profit Sharing Plan end-of-year assets rose from $768K in the plan year 2022 filing to $824K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411720376 · Margoles and Margoles PA PY 2023 · Profit Sharing

Margoles and Margoles Profit Sharing Plan · $824K · 3 · 22nd

  • 5500 $824K
  • ASSETS 3
  • PCT 22nd
  • EIN Profit Sharing
  • RANK near C David Hemp Dds Inc Profit Sharing Plan
  • PHOTO ind #3475

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 →

Margoles and Margoles Profit Sharing Plan in the asset neighbourhood

Margoles and Margoles Profit Sharing PlanMargoles and Margoles Profit…$824KC David Hemp Dds Inc Profit Sharing PlanC David Hemp Dds Inc Profit …$825KEscape Resorts, Inc. Profit Sharing PlanEscape Resorts, Inc. Profit …$824KAtlantic Port Services Inc. Retirement PlanAtlantic Port Services Inc. …$825KKosmider Inc. Retirement Plan$824K
End-of-year total assets ($M) among Margoles and Margoles Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Margoles and Margoles PA multi-year asset trail

Sponsor-wide plan assets over time

All Margoles and Margoles PA plans reported in each filing year

Latest sponsor-wide plan assets
$884K 15.132707652656105% vs 2022
2024 filing year
$0.75M$0.8M$0.85M$0.9M 202220232024 $0.77M $0.88M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 3 $768K
2023 1 3 $824K
2024 1 3 $884K

Margoles and Margoles PA filing trail (2023)

Total Assets (Beginning of Year)$768K
Net Assets (End of Year)$824K
Net Income$56K
Employer EIN411720376
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

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

Margoles and Margoles 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 ($B) Participants Margoles and Margoles Profit Sharing Plan, Total assets ($B): 0.000824262 · Participants: 3Margoles and Margoles 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
Margoles and Margoles Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Margoles and Margoles Profit Sharing Plan side-by-side with 3 peers →

Margoles and Margoles Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is C David Hemp Dds Inc Profit Sharing Plan in CA ($825K); 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 ($824K 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.

Frequently Asked Questions

How did Margoles and Margoles Profit Sharing Plan assets move in 2023? ▼
Margoles and Margoles Profit Sharing Plan grew at a solid clip - up 7.3% during 2023, from $768K to $824K. Reported net income was $56K.
How have Margoles and Margoles PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Margoles and Margoles PA's sponsor-wide assets grew 15.1%, from $768K to $884K.
Where does Margoles and Margoles Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Margoles and Margoles Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Margoles and Margoles Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is C David Hemp Dds Inc Profit Sharing Plan in CA ($825K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Margoles and Margoles 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).

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 411720376.

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.