Profit Sharing · DOL Form 5500 · 2023

Mcg Heritage, Inc. Profit Sharing Plan

Data updated 2026-08-25

$389K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$389,311
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mcg Heritage, Inc. Profit Sharing Plan · Sponsored by Mcg Heritage, Inc. · Texas · Professional & Technical Services

$389K in assets, 1 participants

Mcg Heritage, Inc.'s Mcg Heritage, Inc. Profit Sharing Plan reported $389K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,427 in Professional & Technical Services (20,321 peers)

Mcg Heritage, Inc. multi-year trail

Mcg Heritage, Inc.'s plans moved +39.8% in assets from 2022 to 2024; this filing shows Mcg Heritage, Inc. Profit Sharing Plan at $389K / 1 participant.

#2,427
in Professional & Technical Services (20,321 peers)
-10.5%
assets change YoY

The plan reported a net loss of $46K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mcg Heritage, Inc. Profit Sharing Plan among the smaller filed plans by assets

Mcg Heritage, Inc. Profit Sharing Plan vs every filed plan by assets

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

$389,311 16th percentile higher than 16% 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

Mcg Heritage, 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. Mcg Heritage, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcg Heritage, Inc. Profit Sharing Plan reported net income fell from -$13K in the plan year 2022 filing to -$46K in the plan year 2023 filing.
  • Mcg Heritage, Inc. Profit Sharing Plan end-of-year assets fell from $435K in the plan year 2022 filing to $389K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 202978717 · Mcg Heritage, Inc. PY 2023 · Profit Sharing

Mcg Heritage, Inc. Profit Sharing Plan · $389K · 1 · 16th

  • RANK $389K
  • PHOTO 1
  • IND 16th
  • EOY Profit Sharing
  • 5500 near Tc2, Inc. Retirement Plan
  • ASSETS ind #2427

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 Texas →

Mcg Heritage, Inc. Profit Sharing Plan in the asset neighbourhood

Mcg Heritage, Inc. Profit Sharing PlanMcg Heritage, Inc. Profit Sh…$389KTc2, Inc. Retirement Plan$389KGalloping Digital Inc. Retirement PlanGalloping Digital Inc. Retir…$389KSine Metu Services Corp. Profit Sharing PlanSine Metu Services Corp. Pro…$389KSwollen Sandwiches, Inc. Profit Sharing PlanSwollen Sandwiches, Inc. Pro…$389K
End-of-year total assets ($M) among Mcg Heritage, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mcg Heritage, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mcg Heritage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$608K 39.810490802621786% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.44M $0.61M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 1 $435K
2023 1 1 $389K
2024 1 1 $608K

Mcg Heritage, Inc. filing trail (2023)

Total Assets (Beginning of Year)$435K
Net Assets (End of Year)$389K
Net Income-$46K
Employer EIN202978717
Plan Effective Date2005-06-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Mcg Heritage, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Mcg Heritage, Inc. Profit Sharing Plan, Total assets ($B): 0.000389311 · Participants: 1Mcg Heritage, Inc. Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Mcg Heritage, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Mcg Heritage, Inc. Profit Sharing Plan side-by-side with 3 peers →

Mcg Heritage, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Tc2, Inc. Retirement Plan in CA ($389K); by covered participants it is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($389K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mcg Heritage, Inc. Profit Sharing Plan assets move in 2023? ▼
Mcg Heritage, Inc. Profit Sharing Plan pulled back noticeably - down 10.5% during 2023, from $435K to $389K. Reported net income was -$46K.
How have Mcg Heritage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcg Heritage, Inc.'s sponsor-wide assets grew 39.8%, from $435K to $608K.
Where does Mcg Heritage, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mcg Heritage, Inc. Profit Sharing Plan ranks in the 16th 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 Mcg Heritage, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tc2, Inc. Retirement Plan in CA ($389K, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Mcg Heritage, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant, 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 202978717.

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.