Profit Sharing · DOL Form 5500 · 2023

Dismas Charities, Inc. Profit Sharing Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
540
Participants Below avg headcount
84th
Percentile by assets National rank
$80,445
Avg per participant Below avg balance/head
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Official DOL plan name: Dismas Charities, Inc. Retirement Plan · Sponsored by Dismas Charities, Inc. · Kentucky · Healthcare & Social Assistance

$43M in assets, 540 participants

Dismas Charities, Inc.'s Dismas Charities, Inc. Retirement Plan reported $43M in total assets and 540 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,279 in Healthcare & Social Assistance (17,684 peers)

Where Dismas Charities, Inc. Retirement Plan sits by assets

Dismas Charities, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 540 participants (~$80,445/participant), up 15.9% in 2023.

#15,279
in Healthcare & Social Assistance (17,684 peers)
+15.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Dismas Charities, Inc. Retirement Plan's outsized position by total assets

Dismas Charities, Inc. Retirement Plan vs every filed plan by assets

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

$43,440,542 Top 16% higher than 84% 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

Dismas Charities, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dismas Charities, Inc. Retirement Plan sits mid-pack in the medium band (540 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dismas Charities, Inc. Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Dismas Charities, Inc. Retirement Plan end-of-year assets rose from $37M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Dismas Charities, Inc. Retirement Plan reported participants rose from 478 in the plan year 2022 filing to 540 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610663854 · Dismas Charities, Inc. PY 2023 · Profit Sharing

Dismas Charities, Inc. Retirement Plan · $43M · 540 · 84th

  • VS-ST $43M
  • BOY 540
  • SCH 84th
  • EBSA Profit Sharing
  • PART near Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation
  • TYPE ind #15279

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 Kentucky →

Dismas Charities, Inc. Retirement Plan in the asset neighbourhood

Tennant Related Companies Profit Sharing Plan and TrustTennant Related Companies Pr…$44MSheet Metal Workers Local 46 Annuity PlanSheet Metal Workers Local 46…$44MLocal Union 373 U.a. Annuity FundLocal Union 373 U.a. Annuity…$43MDismas Charities, Inc. Retirement PlanDismas Charities, Inc. Retir…$43MSection 403(b) Plan of the John D. and Catherine T. Macarthur FoundationSection 403(b) Plan of the J…$43M
End-of-year total assets ($M) among Dismas Charities, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN610663854
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dismas Charities, Inc.)

Sponsor-wide plan assets over time

All Dismas Charities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 3.7100296412251224% vs 2022
2024 filing year
$36M$38M$40M$42M$44M$46M 202220232024 $37.5M $38.9M ▲ +3.7%
Year Plans Participants Total Assets
2022 1 478 $37M
2023 1 540 $43M
2024 1 594 $39M

Nearby Profit Sharing Plans in Kentucky

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

Dismas Charities, Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Dismas Charities, Inc. Retirement Plan, Total assets ($B): 0.043440542 · Participants: 540Dismas Charities, Inc. Retirement PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.614894735 · Participants: 28336Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.279364442 · Participants: 1293IBEW Local 150 Supplemental Pension FundCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.08314617 · Participants: 2989Commonwealth Health Corporation Retirement Savings PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.037148236 · Participants: 215Ball Homes, LLC Retirement PlanKentucky Blood Center 401(k) DC Plan, Total assets ($B): 0.018518376 · Participants: 257Kentucky Blood Center 401(k) DC Plan
Dismas Charities, Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Dismas Charities, Inc. Retirement Plan side-by-side with 3 peers →

Dismas Charities, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation in IL ($43M); by covered participants it is Wilson Tool International, Inc. Profit Sharing Plan in MN (540 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (540 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 Dismas Charities, Inc. Retirement Plan assets move in 2023? ▼
Dismas Charities, Inc. Retirement Plan grew sharply - up 15.9% during 2023, from $37M to $43M. Reported net income was $6M.
How have Dismas Charities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dismas Charities, Inc.'s sponsor-wide assets grew 3.7%, from $37M to $39M.
Where does Dismas Charities, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Dismas Charities, Inc. Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Dismas Charities, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Section 403(b) Plan of the John D. and Catherine T. Macarthur Foundation in IL ($43M, 178 participants).
Which Profit Sharing plans cover a similar participant headcount to Dismas Charities, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Wilson Tool International, Inc. Profit Sharing Plan in MN (540 participants, $138M 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 610663854.

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.