Profit Sharing · DOL Form 5500 · 2024

Asset Management for Professionals Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 2
Participants Small participant base: 36th
Percentile by assets National rank: $1.7M
Avg per participant High balance/head

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Official DOL plan name: Asset Management for Professionals, Inc. Qualified Retirement Plan · Sponsored by Asset Management for Professionals · Wisconsin · Finance & Insurance

$3M in assets, 2 participants

Asset Management for Professionals's Asset Management for Professionals, Inc. Qualified Retirement Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

#2,004 in Finance & Insurance (8,549 peers)

Asset Management for Professionals multi-year trail

Asset Management for Professionals's plans moved +15.4% in assets from 2022 to 2024; this filing shows Asset Management for Professionals, Inc. Qualified Retirement Plan at $3M / 2 participants.

#2,004
in Finance & Insurance (8,549 peers): +13.9%
assets growth YoY

Asset Management for Professionals, Inc. Qualified Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Asset Management for Professionals, Inc. Qualified Retirement Plan vs every filed plan by assets

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

$3,347,055 36th percentile higher than 36% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Asset Management for Professionals, Inc. Qualified 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. Asset Management for Professionals, Inc. Qualified Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Asset Management for Professionals, Inc. Qualified Retirement Plan reported net income rose from $37K in the plan year 2023 filing to $409K in the plan year 2024 filing.
Asset Management for Professionals, Inc. Qualified Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391802777 · Asset Management for Professionals PY 2024 · Profit Sharing

Asset Management for Professionals, Inc. Qualified Retirement Plan · $3M · 2 · 36th

BOOK $3M
VS-ST 2
BOY 36th
SCH Profit Sharing
EBSA near Sarson's, Inc. Profit Sharing Plan
PART ind #2004

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Asset Management for Professionals, Inc. Qualified Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Asset Management for Professionals multi-year asset trail

Latest sponsor-wide plan assets: $3M 15.405541926485775% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$3M
2023	1	2	$3M
2024	1	2	$3M

Asset Management for Professionals filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$409K
Employer EIN	391802777
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Asset Management for Professionals, Inc. Qualified Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
Aspirus, Inc. Retirement Plan $893M · 10,194
Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
Clarios Retirement Savings and Investment Plan $334M · 5,088

Compare Asset Management for Professionals, Inc. Qualified Retirement Plan side-by-side with 3 peers →

Asset Management for Professionals, Inc. Qualified Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Sarson's, Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Sarson's, Inc. Profit Sharing Plan (CA) $3M · 3
Nishi Farms, Inc. Profit Sharing Plan (CA) $3M · 3
A & B Mechanical Contractors, Inc. Employees' Retirement Plan (UT) $3M · 4
Barry D. Israel Family Dentistry Trust Profit Sharing Plan (CA) $3M · 3

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Group H Capital Corporation Profit Sharing Plan and Trust (VA) 2 · 0 off
Stenorkat Corporation Profit Sharing Plan (MA) 2 · 0 off
Short Enterprises, Inc. Profit Sharing Plan and Trust (CO) 2 · 0 off

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 Asset Management for Professionals, Inc. Qualified Retirement Plan assets move in 2024? ▼

Asset Management for Professionals, Inc. Qualified Retirement Plan grew at a solid clip - up 13.9% during 2024, from $3M to $3M. Reported net income was $409K.

How have Asset Management for Professionals plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Asset Management for Professionals's sponsor-wide assets grew 15.4%, from $3M to $3M.

Which Profit Sharing plans are similar in size to Asset Management for Professionals, Inc. Qualified Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Sarson's, Inc. Profit Sharing Plan in CA ($3M, 3 participants).

Which Profit Sharing plans cover a similar participant headcount to Asset Management for Professionals, Inc. Qualified 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 391802777.