Profit Sharing · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$10M
Total assets
2
Participants
59th
Percentile by assets
$5.1M
Avg per participant
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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.

  • 59th percentile by assets (of 127,072 plans)
  • #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.

$10M
total plan assets (2023 EOY)
2
covered participants
59th
percentile by assets (of 127,072 plans)
$5.1M
avg assets per participant

Where W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust sits by total assets

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 $2,010,000,000 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

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 →

State
Arizona
Industry
Professional & Technical Services

W.J. Harrison & Associates, P.C. across 3 plan years on file

Across the 3 plan years W.J. Harrison & Associates, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $12M, a gain of 31.5%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($9M).

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

$8M$9M$10M$11M$12M 202220232024 $8.88M $11.7M ▲ +31.4%
Total plan assets by year, all W.J. Harrison & Associates, P.C. plans on file
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 ($M) Participants W.J. Harrison & Asso…, Total assets ($M): 10.105436 · Participants: 2W.J. Harrison & Asso…Kitchell Affiliates …, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates …Food & Beverage Work…, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Work…M R Sheet Metal Mfg …, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg …Marana Health Center…, Total assets ($M): 27.609373 · Participants: 725Marana Health Center…Center for Biologica…, Total assets ($M): 25.74938 · Participants: 180Center for Biologica…
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 … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust by total assets, not by location.

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).

Next read for W.J. Harrison & Associates, P.C. Profit …

Multi-year trail

Ways to act on W.J. Harrison & Associates, P.C. Profit Sharing Plan & Trust's numbers.

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.