Profit Sharing · DOL Form 5500 · 2023

Mcinnis Marketing Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$712K
Total assets Small plan by assets: 5
Participants Small participant base: 21st
Percentile by assets National rank: $142,405
Avg per participant Near avg balance/head

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Official DOL plan name: Mcinnis Marketing Associates, Inc. Profit Sharing Plan · Sponsored by Mcinnis Marketing Associates, Inc. · Pennsylvania · Professional & Technical Services

$712K in assets, 5 participants

Mcinnis Marketing Associates, Inc.'s Mcinnis Marketing Associates, Inc. Profit Sharing Plan reported $712K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

#3,223 in Professional & Technical Services (20,321 peers)

Mcinnis Marketing Associates, Inc. multi-year trail

Mcinnis Marketing Associates, Inc.'s plans moved +19.9% in assets from 2022 to 2024; this filing shows Mcinnis Marketing Associates, Inc. Profit Sharing Plan at $712K / 5 participants.

#3,223
in Professional & Technical Services (20,321 peers): -11.1%
assets change YoY

The plan reported a net loss of $89K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mcinnis Marketing Associates, Inc. Profit Sharing Plan among the smaller filed plans by assets

Mcinnis Marketing Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$712,024 21st percentile higher than 21% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Mcinnis Marketing Associates, Inc. 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. Mcinnis Marketing Associates, Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Mcinnis Marketing Associates, Inc. Profit Sharing Plan reported net income fell from $300K in the plan year 2022 filing to -$89K in the plan year 2023 filing.
Mcinnis Marketing Associates, Inc. Profit Sharing Plan end-of-year assets fell from $801K in the plan year 2022 filing to $712K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 270449890 · Mcinnis Marketing Associates, Inc. PY 2023 · Profit Sharing

Mcinnis Marketing Associates, Inc. Profit Sharing Plan · $712K · 5 · 21st

BOY $712K
SCH 5
EBSA 21st
PART Profit Sharing
TYPE near Aron Warner Bros Inc Profit Sharing Plan
NET ind #3223

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 Pennsylvania →

End-of-year total assets ($M) among Mcinnis Marketing Associates, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mcinnis Marketing Associates, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $961K 19.870316571325887% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$801K
2023	1	5	$712K
2024	1	4	$961K

Mcinnis Marketing Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$801K
Net Assets (End of Year)	$712K
Net Income	-$89K
Employer EIN	270449890
Plan Effective Date	2009-06-24
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Mcinnis Marketing Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
University of Pennsylvania Basic Plan $1.7B · 21,016
International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458

Compare Mcinnis Marketing Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Mcinnis Marketing Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Aron Warner Bros Inc Profit Sharing Plan in CA ($712K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($712K here).

Aron Warner Bros Inc Profit Sharing Plan (CA) $712K · 1
Segundo C. Danao M.D. P.C. Profit Sharing Trust (IL) $712K · N/A
Soller-Krajicek, Inc. Profit Sharing Plan (MN) $712K · 19
Pr Appleton West Inc. Retirement Plan (WI) $712K · 4

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off

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 Mcinnis Marketing Associates, Inc. Profit Sharing Plan assets move in 2023? ▼

Mcinnis Marketing Associates, Inc. Profit Sharing Plan pulled back noticeably - down 11.1% during 2023, from $801K to $712K. Reported net income was -$89K.

How have Mcinnis Marketing Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mcinnis Marketing Associates, Inc.'s sponsor-wide assets grew 19.9%, from $801K to $961K.

Where does Mcinnis Marketing Associates, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Mcinnis Marketing Associates, Inc. Profit Sharing Plan ranks in the 21st 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 Mcinnis Marketing Associates, Inc. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Aron Warner Bros Inc Profit Sharing Plan in CA ($712K, 1 participant).

Which Profit Sharing plans cover a similar participant headcount to Mcinnis Marketing Associates, Inc. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 270449890.