Profit Sharing · DOL Form 5500 · 2024

Eric L. Sappenfield, PLLC Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
32nd
Percentile by assets National rank
$642,110
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eric L. Sappenfield Profit Sharing Plan · Sponsored by Eric L. Sappenfield, PLLC · Mississippi · Professional & Technical Services

$3M in assets, 4 participants

Eric L. Sappenfield, PLLC's Eric L. Sappenfield Profit Sharing Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,742 in Professional & Technical Services (20,173 peers)

Eric L. Sappenfield, PLLC multi-year trail

Eric L. Sappenfield, PLLC's plans moved +27.1% in assets from 2022 to 2024; this filing shows Eric L. Sappenfield Profit Sharing Plan at $3M / 4 participants.

#5,742
in Professional & Technical Services (20,173 peers)
+25.1%
assets growth YoY

Eric L. Sappenfield Profit Sharing Plan among the smaller filed plans by assets

Eric L. Sappenfield Profit Sharing Plan vs every filed plan by assets

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

$2,568,438 32nd percentile higher than 32% 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

Eric L. Sappenfield 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. Eric L. Sappenfield Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eric L. Sappenfield Profit Sharing Plan reported net income rose from $32K in the plan year 2023 filing to $516K in the plan year 2024 filing.
  • Eric L. Sappenfield Profit Sharing Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Eric L. Sappenfield Profit Sharing Plan end-of-year assets rose from $2M 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 204059806 · Eric L. Sappenfield, PLLC PY 2024 · Profit Sharing

Eric L. Sappenfield Profit Sharing Plan · $3M · 4 · 32nd

  • PART $3M
  • TYPE 4
  • NET 32nd
  • BOOK Profit Sharing
  • VS-ST near Richard Specialty Co Inc Profit Sharing Plan
  • BOY ind #5742

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 Mississippi →

Eric L. Sappenfield Profit Sharing Plan in the asset neighbourhood

Eric L. Sappenfield Profit Sharing PlanEric L. Sappenfield Profit S…$3MRichard Specialty Co Inc Profit Sharing PlanRichard Specialty Co Inc Pro…$3MLouis Devito Jr Dmd Retirement PlanLouis Devito Jr Dmd Retireme…$3MBarbara Guggenheim Associates Inc Profit Sharing PlanBarbara Guggenheim Associate…$3MCrouse Community Center Employee Retirement Plan and TrustCrouse Community Center Empl…$3M
End-of-year total assets ($M) among Eric L. Sappenfield Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Eric L. Sappenfield, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Eric L. Sappenfield, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.106726698847027% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.02M $2.57M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 4 $3M

Eric L. Sappenfield, PLLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$516K
Employer EIN204059806
Plan Effective Date1987-10-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Mississippi

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

Eric L. Sappenfield Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Eric L. Sappenfield Profit Sharing Plan, Total assets ($M): 2.568438 · Participants: 4Eric L. Sappenfield Profit Sharing PlanNorth Mississippi Health Services, Inc. Employer Savings Plan, Total assets ($M): 361.804686 · Participants: 7188North Mississippi Health Services, Inc. Employer Savings PlanAnderson Regional Medical Center Retirement Savings Plan, Total assets ($M): 33.75209 · Participants: 1645Anderson Regional Medical Center Retirement Savings PlanBelhaven University 403(b) Plan, Total assets ($M): 30.122515 · Participants: 351Belhaven University 403(b) PlanInstitute of Community Services, Inc. Retirement Plan, Total assets ($M): 21.838964 · Participants: 765Institute of Community Services, Inc. Retirement PlanRadiology Associates of Oxford, P.a. Retirement Plan, Total assets ($M): 17.754807 · Participants: 6Radiology Associates of Oxford, P.a. Retirement Plan
Eric L. Sappenfield Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants
Compare Eric L. Sappenfield Profit Sharing Plan side-by-side with 3 peers →

Eric L. Sappenfield Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Mississippi, the nearest Profit Sharing by assets is Richard Specialty Co Inc Profit Sharing Plan in IL ($3M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Eric L. Sappenfield Profit Sharing Plan assets move in 2024? ▼
Eric L. Sappenfield Profit Sharing Plan grew sharply - up 25.1% during 2024, from $2M to $3M. Reported net income was $516K.
How have Eric L. Sappenfield, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eric L. Sappenfield, PLLC's sponsor-wide assets grew 27.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Eric L. Sappenfield Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Richard Specialty Co Inc Profit Sharing Plan in IL ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Eric L. Sappenfield Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 204059806.

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.