Profit Sharing · DOL Form 5500 · 2024

Mitchell J. Mehdy Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1
Participants Small participant base
39th
Percentile by assets National rank
$4.1M
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Mitchell J. Mehdy 401(k) Profit Sharing Plan · Sponsored by Mitchell J. Mehdy · California · Professional & Technical Services

$4M in assets, 1 participants

Mitchell J. Mehdy's Mitchell J. Mehdy 401(k) Profit Sharing Plan reported $4M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,229 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Mitchell J. Mehdy 401(k) Profit Sharing Plan holds $4M for 1 participant - about $4.1M per participant, in the lower half of filed plans by assets.

#7,229
in Professional & Technical Services (20,173 peers)
+4.6%
assets growth YoY

Mitchell J. Mehdy 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mitchell J. Mehdy 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,116,943 39th percentile higher than 39% 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

Mitchell J. Mehdy 401(k) Profit Sharing 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. Mitchell J. Mehdy 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 330677431 · Mitchell J. Mehdy PY 2024 · Profit Sharing

Mitchell J. Mehdy 401(k) Profit Sharing Plan · $4M · 1 · 39th

  • BOY $4M
  • BOY 1
  • BOY 39th
  • BOY Profit Sharing
  • BOY near Jd2 Retirement Plan
  • BOY ind #7229

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 California →

Mitchell J. Mehdy 401(k) Profit Sharing Plan in the asset neighbourhood

Mitchell J. Mehdy 401(k) Profit Sharing PlanMitchell J. Mehdy 401(k) Pro…$4MThe Arc Tampa Bay, Inc. Retirement PlanThe Arc Tampa Bay, Inc. Reti…$4MJd2 Retirement Plan$4MLoving Care Inc. Profit Sharing PlanLoving Care Inc. Profit Shar…$4MAunt Martha's Health and Wellness 403(b) PlanAunt Martha's Health and Wel…$4M
End-of-year total assets ($M) among Mitchell J. Mehdy 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$180K
Employer EIN330677431
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Mitchell J. Mehdy 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Mitchell J. Mehdy 401(k) Profit Sharing Plan, Total assets ($B): 0.004116943 · Participants: 1Mitchell J. Mehdy 401(k) Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Mitchell J. Mehdy 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Mitchell J. Mehdy 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mitchell J. Mehdy 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Jd2 Retirement Plan in NY ($4M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mitchell J. Mehdy 401(k) Profit Sharing Plan assets move in 2024? ▼
Mitchell J. Mehdy 401(k) Profit Sharing Plan edged up modestly - up 4.6% during 2024, from $4M to $4M. Reported net income was $180K.
Which Profit Sharing plans are similar in size to Mitchell J. Mehdy 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jd2 Retirement Plan in NY ($4M, 42 participants).
Which Profit Sharing plans cover a similar participant headcount to Mitchell J. Mehdy 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 330677431.

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.