Profit Sharing · DOL Form 5500 · 2024
James P. Panico, PA Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $603,844
- Avg per participant High balance/head
Official DOL plan name: James P Panico, PA Employees Profit Sharing Plan and Trust · Sponsored by James P. Panico, PA · Florida · Professional & Technical Services
$1M in assets, 2 participants
James P. Panico, PA's James P Panico, PA Employees Profit Sharing Plan and Trust reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #4,002 in Professional & Technical Services (20,173 peers)
2024 asset change
James P Panico, PA Employees Profit Sharing Plan and Trust pulled back noticeably 9.2% in 2024 ($1M → $1M) for 2 participants.
- #4,002
- in Professional & Technical Services (20,173 peers)
- -9.2%
- assets change YoY
The plan reported a net loss of $122K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
James P Panico, PA Employees Profit Sharing Plan and Trust among the smaller filed plans by assets
James P Panico, PA Employees Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,207,688 25th percentile higher than 25% 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
James P Panico, PA Employees Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James P Panico, PA Employees Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James P Panico, PA Employees Profit Sharing Plan and Trust reported net income fell from $2K in the plan year 2023 filing to -$122K in the plan year 2024 filing.
- James P Panico, PA Employees Profit Sharing Plan and Trust reported participants rose from 1 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- James P Panico, PA Employees Profit Sharing Plan and Trust end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 591294847 · James P. Panico, PA PY 2024 · Profit Sharing
James P Panico, PA Employees Profit Sharing Plan and Trust · $1M · 2 · 25th
- ASSETS $1M
- PCT 2
- EIN 25th
- RANK Profit Sharing
- PHOTO near Edwin K. Hetzer Profit Sharing Plan
- IND ind #4002
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 Florida →
James P Panico, PA Employees Profit Sharing Plan and Trust in the asset neighbourhood
James P. Panico, PA years around the 2024 move
Sponsor-wide plan assets over time
All James P. Panico, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 9.062172213575375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 2 | $1M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$122K |
| Employer EIN | 591294847 |
| Plan Effective Date | 1977-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
James P Panico, PA Employees Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Edwin K. Hetzer Profit Sharing Plan in OH ($1M); 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 ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.