Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Mccarter Theatre Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Mccarter Theatre Company ยท New Jersey ยท Arts, Entertainment & Recreation

What the 2023 filing shows

Mccarter Theatre Retirement Plan holds $16M for 80 participants - about $198,840 per participant, up 18.3% over the 2023 plan year.

$16M
total plan assets (2023 EOY)
80
covered participants
$198,840
avg assets per participant
+18.3%
assets growth YoY
Total Assets (2023)
$16M
Participants
80
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About Mccarter Theatre Retirement Plan

Mccarter Theatre Retirement Plan is a Profit Sharing retirement plan sponsored by Mccarter Theatre Company, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 80 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 210724198, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2023 to $16M at year-end โ€” a gain of 18.3%. Net assets (after liabilities) closed the year at $16M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN210724198
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mccarter Theatre Company)

Year Plans Participants Total Assets
2022 1 64 $13M
2023 1 80 $16M
2024 1 84 $18M

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Frequently Asked Questions

How much money is in the Mccarter Theatre Retirement Plan?
As of the 2023 Form 5500 filing, Mccarter Theatre Retirement Plan holds $16M in total assets with 80 participants. It is sponsored by Mccarter Theatre Company.
What type of plan is Mccarter Theatre Retirement Plan?
Mccarter Theatre Retirement Plan is a Profit Sharing plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 210724198.
Who sponsors the Mccarter Theatre Retirement Plan?
Mccarter Theatre Retirement Plan is sponsored by Mccarter Theatre Company, located in New Jersey. The sponsor's EIN is 210724198 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Mccarter Theatre Retirement Plan perform in 2023?
Mccarter Theatre Retirement Plan grew by 18.3% during 2023, moving from $13M to $16M in total assets. Net income was $2M.
Where can I find official filings for Mccarter Theatre Retirement Plan?
Official Form 5500 filings for Mccarter Theatre Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 210724198 or plan name at efast.dol.gov.
How does Mccarter Theatre Retirement Plan compare to other plans?
You can compare Mccarter Theatre Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 210724198.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.