Profit Sharing · DOL Form 5500 · 2023

The Makens Company 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
$5.2M
Avg per participant High balance/head
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Official DOL plan name: The Makens Company Profit Sharing Plan · Sponsored by The Makens Company · Texas · Real Estate

$10M in assets, 2 participants

The Makens Company's The Makens Company Profit Sharing Plan 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.

  • #3,616 in Real Estate (4,727 peers)

The Makens Company multi-year trail

The Makens Company's plans moved +13.3% in assets from 2022 to 2024; this filing shows The Makens Company Profit Sharing Plan at $10M / 2 participants.

#3,616
in Real Estate (4,727 peers)
+7.5%
assets growth YoY

The Makens Company Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

The Makens Company Profit Sharing Plan vs every filed plan by assets

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

$10,314,482 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

The Makens Company 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. The Makens Company Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Makens Company Profit Sharing Plan reported net income fell from $3M in the plan year 2022 filing to $716K in the plan year 2023 filing.
  • The Makens Company Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742750065 · The Makens Company PY 2023 · Profit Sharing

The Makens Company Profit Sharing Plan · $10M · 2 · 59th

  • EIN $10M
  • EIN 2
  • EIN 59th
  • EIN Profit Sharing
  • EIN near Evergreen Center, Inc. Defined Contribution Retirement Plan
  • EIN ind #3616

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 Real Estate retirement plans → · Plans in Texas →

The Makens Company Profit Sharing Plan in the asset neighbourhood

Evergreen Center, Inc. Defined Contribution Retirement PlanEvergreen Center, Inc. Defin…$10MThe Makens Company Profit Sharing PlanThe Makens Company Profit Sh…$10MChugh, LLP Profit Sharing PlanChugh, LLP Profit Sharing Pl…$10MStc Industries, Inc. Profit Sharing PlanStc Industries, Inc. Profit …$10MIatse Local 27 Profit Sharing PlanIatse Local 27 Profit Sharin…$10M
End-of-year total assets ($M) among The Makens Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Makens Company multi-year asset trail

Sponsor-wide plan assets over time

All The Makens Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 13.300710830779893% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.6M $10.9M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 2 $10M
2023 1 2 $10M
2024 1 2 $11M

The Makens Company filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$716K
Employer EIN742750065
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

The Makens Company Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants The Makens Company Profit Sharing Plan, Total assets ($B): 0.010314482 · Participants: 2The Makens Company 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
The Makens Company Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

The Makens Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Evergreen Center, Inc. Defined Contribution Retirement Plan in MA ($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.

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 Makens Company Profit Sharing Plan assets move in 2023?
The Makens Company Profit Sharing Plan grew at a solid clip - up 7.5% during 2023, from $10M to $10M. Reported net income was $716K.
How have The Makens Company plan assets changed over time?
Across 3 plan years on file (2022-2024), The Makens Company's sponsor-wide assets grew 13.3%, from $10M to $11M.
Which Profit Sharing plans are similar in size to The Makens Company Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Evergreen Center, Inc. Defined Contribution Retirement Plan in MA ($10M, 205 participants).
Which Profit Sharing plans cover a similar participant headcount to The Makens Company Profit Sharing 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).