Profit Sharing · DOL Form 5500 · 2024

Dan Moy Inc. Profit Sharing Plan

Data updated 2026-08-25

$875K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$437,520
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dan Moy Inc. Retirement Plan · Sponsored by Dan Moy Inc. · Pennsylvania · Wholesale Trade

$875K in assets, 2 participants

Dan Moy Inc.'s Dan Moy Inc. Retirement Plan reported $875K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #727 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Dan Moy Inc. Retirement Plan holds $875K for 2 participants - about $437,520 per participant, among the smaller plans by assets on file.

#727
in Wholesale Trade (6,080 peers)
-1.3%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dan Moy Inc. Retirement Plan among the smaller filed plans by assets

Dan Moy Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$875,039 22nd percentile higher than 22% of 123,620 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 2024

Dan Moy Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dan Moy Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dan Moy Inc. Retirement Plan reported net income rose from -$59K in the plan year 2023 filing to -$11K in the plan year 2024 filing.
  • Dan Moy Inc. Retirement Plan end-of-year assets fell from $886K in the plan year 2023 filing to $875K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 474956701 · Dan Moy Inc. PY 2024 · Profit Sharing

Dan Moy Inc. Retirement Plan · $875K · 2 · 22nd

  • PCT $875K
  • EIN 2
  • RANK 22nd
  • PHOTO Profit Sharing
  • IND near William Vega Ocasio Profit Sharing-Money Purchase Plan
  • EOY ind #727

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Dan Moy Inc. Retirement Plan in the asset neighbourhood

Dan Moy Inc. Retirement Plan$875KWilliam Vega Ocasio Profit Sharing-Money Purchase PlanWilliam Vega Ocasio Profit S…$875KHamilton Law Firm PC Profit Sharing Plan and TrustHamilton Law Firm PC Profit …$875KQc Signs & Graphics, Inc. Retirement PlanQc Signs & Graphics, Inc. Re…$876KJuan L. Romero Basso Profit Sharing PlanJuan L. Romero Basso Profit …$875K
End-of-year total assets ($M) among Dan Moy Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$886K
Net Assets (End of Year)$875K
Net Income-$11K
Employer EIN474956701
Plan Effective Date2015-09-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Dan Moy Inc.)

Sponsor-wide plan assets over time

All Dan Moy Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$875K 7.436583663020713% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M 202220232024 $0.95M $0.88M ▼ -7.4%
Year Plans Participants Total Assets
2022 1 2 $945K
2023 1 2 $886K
2024 1 2 $875K

Nearby Profit Sharing Plans in Pennsylvania

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

Dan Moy Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Dan Moy Inc. Retirement Plan, Total assets ($B): 0.000875039 · Participants: 2Dan Moy Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Dan Moy Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Dan Moy Inc. Retirement Plan side-by-side with 3 peers →

Dan Moy Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is William Vega Ocasio Profit Sharing-Money Purchase Plan in PR ($875K); 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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dan Moy Inc. Retirement Plan assets move in 2024? ▼
Dan Moy Inc. Retirement Plan edged down modestly - down 1.3% during 2024, from $886K to $875K. Reported net income was -$11K.
How have Dan Moy Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dan Moy Inc.'s sponsor-wide assets declined 7.4%, from $945K to $875K.
Where does Dan Moy Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Dan Moy Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Dan Moy Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is William Vega Ocasio Profit Sharing-Money Purchase Plan in PR ($875K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Dan Moy 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474956701.

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.