Profit Sharing · DOL Form 5500 · 2024
S. Marshall Cushman Md Sc Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: S. Marshall Cushman Md Sc Profit Sharing Plan · Sponsored by S. Marshall Cushman Md Sc · Wisconsin · Healthcare & Social Assistance
$2M in assets, 1 participants
S. Marshall Cushman Md Sc's S. Marshall Cushman Md Sc Profit Sharing Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,302 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
S. Marshall Cushman Md Sc Profit Sharing Plan holds $2M for 1 participant - about $1.7M per participant, in the lower half of filed plans by assets.
- #4,302
- in Healthcare & Social Assistance (16,916 peers)
- -0.8%
- assets change YoY
The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
S. Marshall Cushman Md Sc Profit Sharing Plan among the smaller filed plans by assets
S. Marshall Cushman Md Sc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,728,087 28th percentile higher than 28% 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
S. Marshall Cushman Md Sc 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. S. Marshall Cushman Md Sc 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
- S. Marshall Cushman Md Sc Profit Sharing Plan reported net income fell from $92K in the plan year 2023 filing to -$14K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 205527373 · S. Marshall Cushman Md Sc PY 2024 · Profit Sharing
S. Marshall Cushman Md Sc Profit Sharing Plan · $2M · 1 · 28th
- SCH $2M
- SCH 1
- SCH 28th
- SCH Profit Sharing
- SCH near Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan
- SCH ind #4302
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 Wisconsin →
S. Marshall Cushman Md Sc Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$14K |
| Employer EIN | 205527373 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S. Marshall Cushman Md Sc)
Sponsor-wide plan assets over time
All S. Marshall Cushman Md Sc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 4.730323902220255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
S. Marshall Cushman Md Sc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Kathleen Taylor the Lotus Collection, LLC Profit Sharing Plan in CA ($2M); 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 ($2M 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.