Profit Sharing · DOL Form 5500 · 2023

Prue, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$741,434
Avg per participant High balance/head
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Official DOL plan name: The Prue Group Inc. Retirement Plan · Sponsored by Prue, Inc. · North Carolina · Administrative & Support Services

$1M in assets, 2 participants

Prue, Inc.'s The Prue Group Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,231 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, The Prue Group Inc. Retirement Plan ranks #2,231 of 4,372 2023 filers by assets (1946% of the sector average)-$1M for 2 participants.

#2,231
in Administrative & Support Services (4,372 peers)
+436.9%
assets growth YoY

The Prue Group Inc. Retirement Plan among the smaller filed plans by assets

The Prue Group Inc. Retirement Plan vs every filed plan by assets

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

$1,482,868 27th percentile higher than 27% 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

The Prue Group Inc. Retirement 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. The Prue Group Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Prue Group Inc. Retirement Plan reported net income rose from $26K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Prue Group Inc. Retirement Plan end-of-year assets rose from $276K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Prue Group Inc. Retirement Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 821557233 · Prue, Inc. PY 2023 · Profit Sharing

The Prue Group Inc. Retirement Plan · $1M · 2 · 27th

  • IND $1M
  • EOY 2
  • 5500 27th
  • ASSETS Profit Sharing
  • PCT near M S Zakaria Md PC Profit Sharing Plan
  • EIN ind #2231

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

The Prue Group Inc. Retirement Plan in the asset neighbourhood

The Prue Group Inc. Retirement PlanThe Prue Group Inc. Retireme…$1MM S Zakaria Md PC Profit Sharing PlanM S Zakaria Md PC Profit Sha…$1MMm Cassim, Md, PC Profit Sharing PlanMm Cassim, Md, PC Profit Sha…$1MAlta E. Mekaelian, Dds Profit Sharing Plan and TrustAlta E. Mekaelian, Dds Profi…$1MCenter Glass Co., No. 3 Profit Sharing PlanCenter Glass Co., No. 3 Prof…$1M
End-of-year total assets ($M) among The Prue Group Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$276K
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN821557233
Plan Effective Date2017-05-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Prue, Inc.)

Sponsor-wide plan assets over time

All Prue, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 549.324387930223% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.28M $1.79M ▲ +539.3%
Year Plans Participants Total Assets
2022 1 1 $276K
2023 1 2 $1M
2024 1 2 $2M

Nearby Profit Sharing Plans in North Carolina

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

The Prue Group Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants The Prue Group Inc. Retirement Plan, Total assets ($B): 0.001482868 · Participants: 2The Prue Group Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
The Prue Group Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare The Prue Group Inc. Retirement Plan side-by-side with 3 peers →

The Prue Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is M S Zakaria Md PC Profit Sharing Plan in GA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 The Prue Group Inc. Retirement Plan assets move in 2023? ▼
The Prue Group Inc. Retirement Plan surged - up 436.9% during 2023, from $276K to $1M. Reported net income was $1M.
How have Prue, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Prue, Inc.'s sponsor-wide assets grew 549.3%, from $276K to $2M.
Which Profit Sharing plans are similar in size to The Prue Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is M S Zakaria Md PC Profit Sharing Plan in GA ($1M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to The Prue Group Inc. Retirement Plan? ▼
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 821557233.

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.