Profit Sharing · DOL Form 5500 · 2024
Mary Case Inc Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Mary Case Inc Profit Sharing Plan · Sponsored by Mary Case Inc · Missouri · Healthcare & Social Assistance
$1M in assets, 1 participants
Mary Case Inc's Mary Case Inc Profit Sharing Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #3,412 in Healthcare & Social Assistance (16,916 peers)
Mary Case Inc multi-year trail
Mary Case Inc's plans moved +40.5% in assets from 2022 to 2024; this filing shows Mary Case Inc Profit Sharing Plan at $1M / 1 participant.
- #3,412
- in Healthcare & Social Assistance (16,916 peers)
- +18.5%
- assets growth YoY
Mary Case Inc Profit Sharing Plan among the smaller filed plans by assets
Mary Case Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,129,666 24th percentile higher than 24% 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
Mary Case Inc 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. Mary Case Inc Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mary Case Inc Profit Sharing Plan end-of-year assets rose from $953K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Mary Case Inc Profit Sharing Plan reported net income rose from $149K in the plan year 2023 filing to $176K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 431914501 · Mary Case Inc PY 2024 · Profit Sharing
Mary Case Inc Profit Sharing Plan · $1M · 1 · 24th
- RANK $1M
- RANK 1
- RANK 24th
- RANK Profit Sharing
- RANK near K&j in Home Care Services Retirement Plan
- RANK ind #3412
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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →
Mary Case Inc Profit Sharing Plan in the asset neighbourhood
Mary Case Inc multi-year asset trail
Sponsor-wide plan assets over time
All Mary Case Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 40.5216262039609% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $804K |
| 2023 | 1 | 1 | $953K |
| 2024 | 1 | 1 | $1M |
Mary Case Inc filing trail (2024)
| Total Assets (Beginning of Year) | $953K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $176K |
| Employer EIN | 431914501 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.3B · 18,034
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $459M · 4,032
- I. B. E. W. Local Union No. 124 Annuity Plan $447M · 3,456
- Annuity Fund of Operating Engineers Local 513 $323M · 9,100
- Pipe Fitters Local No 533 Individual Account Plan $302M · 1,427
Mary Case Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is K&j in Home Care Services Retirement Plan in CA ($1M); 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 ($1M 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.