Profit Sharing · DOL Form 5500 · 2023

Byrd Adkins Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
25th
Percentile by assets National rank
$200,961
Avg per participant Above avg balance/head
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Official DOL plan name: Byrd Adkins Profit Sharing · Sponsored by Byrd Adkins Profit Sharing Plan · Texas · Healthcare & Social Assistance

$1M in assets, 6 participants

Byrd Adkins Profit Sharing Plan's Byrd Adkins Profit Sharing reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,799 in Healthcare & Social Assistance (17,684 peers)

Byrd Adkins Profit Sharing Plan multi-year trail

Byrd Adkins Profit Sharing Plan's plans moved +23.5% in assets from 2022 to 2024; this filing shows Byrd Adkins Profit Sharing at $1M / 6 participants.

#3,799
in Healthcare & Social Assistance (17,684 peers)
+9.6%
assets growth YoY

Byrd Adkins Profit Sharing among the smaller filed plans by assets

Byrd Adkins Profit Sharing vs every filed plan by assets

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

$1,205,764 25th percentile higher than 25% 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

Byrd Adkins Profit Sharing among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Byrd Adkins Profit Sharing is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Byrd Adkins Profit Sharing reported net income rose from -$83K in the plan year 2022 filing to $105K in the plan year 2023 filing.
  • Byrd Adkins Profit Sharing end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 751914718 · Byrd Adkins Profit Sharing Plan PY 2023 · Profit Sharing

Byrd Adkins Profit Sharing · $1M · 6 · 25th

  • PART $1M
  • TYPE 6
  • NET 25th
  • BOOK Profit Sharing
  • VS-ST near Schroeder & Siegfried, PA Profit Sharing Plan
  • BOY ind #3799

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 Texas →

Byrd Adkins Profit Sharing in the asset neighbourhood

Byrd Adkins Profit Sharing$1MSchroeder & Siegfried, PA Profit Sharing PlanSchroeder & Siegfried, PA Pr…$1MAthena Stone Wellness Inc. Retirement PlanAthena Stone Wellness Inc. R…$1MBoyne River Companies, Inc. Retirement PlanBoyne River Companies, Inc. …$1MEva Longoria Inc Profit Sharing PlanEva Longoria Inc Profit Shar…$1M
End-of-year total assets ($M) among Byrd Adkins Profit Sharing and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Byrd Adkins Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Byrd Adkins Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$1M 23.524627038620757% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.1M $1.36M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M
2024 1 6 $1M

Byrd Adkins Profit Sharing Plan filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$105K
Employer EIN751914718
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Byrd Adkins Profit Sharing vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Byrd Adkins Profit Sharing, Total assets ($B): 0.001205764 · Participants: 6Byrd Adkins Profit SharingSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Byrd Adkins Profit Sharing vs. nearby Profit Sharing plans in Texas, assets vs. participants

Byrd Adkins Profit Sharing's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Schroeder & Siegfried, PA Profit Sharing Plan in MN ($1M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Byrd Adkins Profit Sharing assets move in 2023?
Byrd Adkins Profit Sharing grew at a solid clip - up 9.6% during 2023, from $1M to $1M. Reported net income was $105K.
How have Byrd Adkins Profit Sharing Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Byrd Adkins Profit Sharing Plan's sponsor-wide assets grew 23.5%, from $1M to $1M.
Where does Byrd Adkins Profit Sharing rank by assets among Form 5500 filers?
Byrd Adkins Profit Sharing ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Byrd Adkins Profit Sharing?
Among Profit Sharing plans in other states, the closest by assets is Schroeder & Siegfried, PA Profit Sharing Plan in MN ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Byrd Adkins Profit Sharing?
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K in assets).