Profit Sharing · DOL Form 5500 · 2024

Quad State Sales & Marketing Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
28th
Percentile by assets National rank
$155,372
Avg per participant Above avg balance/head
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Official DOL plan name: Quad State Sales & Marketing Profit Sharing Plan · Sponsored by Quad State Sales & Marketing · Texas · Wholesale Trade

$2M in assets, 11 participants

Quad State Sales & Marketing's Quad State Sales & Marketing Profit Sharing Plan reported $2M in total assets and 11 participants 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.

  • #1,027 in Wholesale Trade (6,080 peers)

Quad State Sales & Marketing multi-year trail

Quad State Sales & Marketing's plans moved +37.5% in assets from 2022 to 2024; this filing shows Quad State Sales & Marketing Profit Sharing Plan at $2M / 11 participants.

#1,027
in Wholesale Trade (6,080 peers)
+14.9%
assets growth YoY

Quad State Sales & Marketing Profit Sharing Plan among the smaller filed plans by assets

Quad State Sales & Marketing Profit Sharing Plan vs every filed plan by assets

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

$1,709,094 28th percentile higher than 28% 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

Quad State Sales & Marketing Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Quad State Sales & Marketing Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Quad State Sales & Marketing Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Quad State Sales & Marketing Profit Sharing Plan reported participants rose from 10 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Quad State Sales & Marketing Profit Sharing Plan reported net income fell from $245K in the plan year 2023 filing to $221K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 752304196 · Quad State Sales & Marketing PY 2024 · Profit Sharing

Quad State Sales & Marketing Profit Sharing Plan · $2M · 11 · 28th

  • VS-ST $2M
  • BOY 11
  • SCH 28th
  • EBSA Profit Sharing
  • PART near Better Flood Insurance, Inc. Retirement Plan
  • TYPE ind #1027

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 Wholesale Trade retirement plans → · Plans in Texas →

Quad State Sales & Marketing Profit Sharing Plan in the asset neighbourhood

Quad State Sales & Marketing Profit Sharing PlanQuad State Sales & Marketing…$2MBetter Flood Insurance, Inc. Retirement PlanBetter Flood Insurance, Inc.…$2MMichael P. Caffery Attorney at Law Retirement PlanMichael P. Caffery Attorney …$2MBucci Jewelry Self Employed Retirement PlanBucci Jewelry Self Employed …$2MAlta E. Mekaelian, Dds Profit Sharing Plan and TrustAlta E. Mekaelian, Dds Profi…$2M
End-of-year total assets ($M) among Quad State Sales & Marketing Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Quad State Sales & Marketing multi-year asset trail

Sponsor-wide plan assets over time

All Quad State Sales & Marketing plans reported in each filing year

Latest sponsor-wide plan assets
$2M 37.4561475469167% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.24M $1.71M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 10 $1M
2024 1 11 $2M

Quad State Sales & Marketing filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$221K
Employer EIN752304196
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Quad State Sales & Marketing Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Quad State Sales & Marketing Profit Sharing Plan, Total assets ($B): 0.001709094 · Participants: 11Quad State Sales & Marketing Profit Sharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Quad State Sales & Marketing Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Quad State Sales & Marketing Profit Sharing Plan side-by-side with 3 peers →

Quad State Sales & Marketing Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Better Flood Insurance, Inc. Retirement Plan in CO ($2M); by covered participants it is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Quad State Sales & Marketing Profit Sharing Plan assets move in 2024? ▼
Quad State Sales & Marketing Profit Sharing Plan grew at a solid clip - up 14.9% during 2024, from $1M to $2M. Reported net income was $221K.
How have Quad State Sales & Marketing plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Quad State Sales & Marketing's sponsor-wide assets grew 37.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Quad State Sales & Marketing Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Better Flood Insurance, Inc. Retirement Plan in CO ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Quad State Sales & Marketing Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants, N/A 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 752304196.

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.