Profit Sharing · DOL Form 5500 · 2023

W.J. Harrison & Associates, P.C. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
2
Participants Small participant base
59th
Percentile by assets National rank
$5.1M
Avg per participant High balance/head
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Official DOL plan name: W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust · Sponsored by W.J. Harrison & Associates, P.C. · Arizona · Professional & Technical Services

$10M in assets, 2 participants

W.J. Harrison & Associates, P.C.'s W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust reported $10M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,671 in Professional & Technical Services (20,321 peers)

W.J. Harrison & Associates, P.C. multi-year trail

W.J. Harrison & Associates, P.C.'s plans moved +31.5% in assets from 2022 to 2024; this filing shows W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust at $10M / 2 participants.

#11,671
in Professional & Technical Services (20,321 peers)
+13.8%
assets growth YoY

W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust vs every filed plan by assets

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

$10,105,436 Top 41% higher than 59% 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

W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust reported net income rose from $626K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860606425 · W.J. Harrison & Associates, P.C. PY 2023 · Profit Sharing

W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust · $10M · 2 · 59th

  • TYPE $10M
  • NET 2
  • BOOK 59th
  • VS-ST Profit Sharing
  • BOY near Dresser Argus Retirement Plan
  • SCH ind #11671

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 Arizona →

W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust in the asset neighbourhood

Boston Senior Home Care, Inc 403(b) Retirement PlanBoston Senior Home Care, Inc…$10MW.J. Harrison & Associates, P.C. Profit Sharing Plan & TrustW.J. Harrison & Associates, …$10MDresser Argus Retirement Plan$10MRiver Cities Management, Inc.$10MIps Enterprises, Inc. 403(b) Retirement Savings PlanIps Enterprises, Inc. 403(b)…$10M
End-of-year total assets ($M) among W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

W.J. Harrison & Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All W.J. Harrison & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 31.459766696854597% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.88M $11.7M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 2 $9M
2023 1 2 $10M
2024 1 2 $12M

W.J. Harrison & Associates, P.C. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN860606425
Plan Effective Date1988-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0102030405060 Total assets ($M) Participants W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust, Total assets ($M): 10.105436 · Participants: 2W.J. Harrison & Associates, P.C. Profit Sharing Plan & TrustKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust side-by-side with 3 peers →

W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Dresser Argus Retirement Plan in NY ($10M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust assets move in 2023? ▼
W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust grew at a solid clip - up 13.8% during 2023, from $9M to $10M. Reported net income was $1M.
How have W.J. Harrison & Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.J. Harrison & Associates, P.C.'s sponsor-wide assets grew 31.5%, from $9M to $12M.
Which Profit Sharing plans are similar in size to W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Dresser Argus Retirement Plan in NY ($10M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 860606425.

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.