Profit Sharing · DOL Form 5500 · 2022

Alfred M Shiver PA Profit Sharing Plan

Data updated 2026-08-25

$143K
Total assets Small plan by assets
4
Participants Small participant base
8th
Percentile by assets National rank
$35,630
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust · Sponsored by Alfred M Shiver PA · North Carolina · Professional & Technical Services

$143K in assets, 4 participants

Alfred M Shiver PA's Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust reported $143K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,506 in Professional & Technical Services (21,562 peers)

Alfred M Shiver PA multi-year trail

Alfred M Shiver PA's plans moved +22.0% in assets from 2022 to 2023; this filing shows Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust at $143K / 4 participants.

#1,506
in Professional & Technical Services (21,562 peers)
+87.2%
assets growth YoY

Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust among the smaller filed plans by assets

Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$142,518 8th percentile higher than 8% of 139,123 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 2022

Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 561319330 · Alfred M Shiver PA PY 2022 · Profit Sharing

Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust · $143K · 4 · 8th

  • PCT $143K
  • PCT 4
  • PCT 8th
  • PCT Profit Sharing
  • PCT near J&l Eleccion Inc Profit Sharing Plan
  • PCT ind #1506

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 North Carolina →

Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust in the asset neighbourhood

Alfred M Shiver PA Employees 401-K Profit Sharing Plan and TrustAlfred M Shiver PA Employees…$143KJ&l Eleccion Inc Profit Sharing PlanJ&l Eleccion Inc Profit Shar…$142KMigdalia Rosario Marquez Retirement PlanMigdalia Rosario Marquez Ret…$142KRick Edwards, Inc. 401(k) Profit Sharing PlanRick Edwards, Inc. 401(k) Pr…$142KNew Vision Home Care Services, LLC Retirement Plan and TrustNew Vision Home Care Service…$143K
End-of-year total assets ($M) among Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Alfred M Shiver PA multi-year asset trail

Sponsor-wide plan assets over time

All Alfred M Shiver PA plans reported in each filing year

Latest sponsor-wide plan assets
$174K 22.018973042001715% vs 2022
2023 filing year
$0.13M$0.14M$0.15M$0.16M$0.17M$0.18M 20222023 $0.14M $0.17M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 4 $143K
2023 1 2 $174K

Alfred M Shiver PA filing trail (2022)

Total Assets (Beginning of Year)$76K
Net Assets (End of Year)$143K
Net Income$66K
Employer EIN561319330
Plan Effective Date2021-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust, Total assets ($B): 0.000142518 · Participants: 4Alfred M Shiver PA Employees 401-K Profit Sharing Plan and TrustTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust side-by-side with 3 peers →

Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is J&l Eleccion Inc Profit Sharing Plan in VA ($142K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust assets move in 2022? ▼
Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust surged - up 87.2% during 2022, from $76K to $143K. Reported net income was $66K.
How have Alfred M Shiver PA plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Alfred M Shiver PA's sponsor-wide assets grew 22.0%, from $143K to $174K.
Where does Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is J&l Eleccion Inc Profit Sharing Plan in VA ($142K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Alfred M Shiver PA Employees 401-K Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561319330.

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.