Profit Sharing · DOL Form 5500 · 2024

Richard Pacelli Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$481,381
Avg per participant High balance/head
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Official DOL plan name: Richard W Pacelli Profit Sharing Plan · Sponsored by Richard Pacelli · Illinois · Healthcare & Social Assistance

$1M in assets, 3 participants

Richard Pacelli's Richard W Pacelli Profit Sharing Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,875 in Healthcare & Social Assistance (16,916 peers)

Richard Pacelli multi-year trail

Richard Pacelli's plans moved +54.1% in assets from 2022 to 2024; this filing shows Richard W Pacelli Profit Sharing Plan at $1M / 3 participants.

#3,875
in Healthcare & Social Assistance (16,916 peers)
+19.8%
assets growth YoY

Richard W Pacelli Profit Sharing Plan among the smaller filed plans by assets

Richard W Pacelli Profit Sharing Plan vs every filed plan by assets

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

$1,444,144 26th percentile higher than 26% 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

Richard W Pacelli 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. Richard W Pacelli Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard W Pacelli Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Richard W Pacelli Profit Sharing Plan reported net income fell from $279K in the plan year 2023 filing to $239K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 363204822 · Richard Pacelli PY 2024 · Profit Sharing

Richard W Pacelli Profit Sharing Plan · $1M · 3 · 26th

  • PHOTO $1M
  • IND 3
  • EOY 26th
  • 5500 Profit Sharing
  • ASSETS near Robert L Bashore Profit Sharing Plan
  • PCT ind #3875

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 Illinois →

Richard W Pacelli Profit Sharing Plan in the asset neighbourhood

Richard W Pacelli Profit Sharing PlanRichard W Pacelli Profit Sha…$1MRobert L Bashore Profit Sharing PlanRobert L Bashore Profit Shar…$1MCombined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment PlanCombined Building & Housing …$1MCombined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment PlanCombined Building & Housing …$1MTalone Insurance Inc Profit Sharing PlanTalone Insurance Inc Profit …$1M
End-of-year total assets ($M) among Richard W Pacelli Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Richard Pacelli multi-year asset trail

Sponsor-wide plan assets over time

All Richard Pacelli plans reported in each filing year

Latest sponsor-wide plan assets
$1M 54.11501553802548% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.94M $1.44M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 3 $937K
2023 1 3 $1M
2024 1 3 $1M

Richard Pacelli filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$239K
Employer EIN363204822
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Richard W Pacelli Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Richard W Pacelli Profit Sharing Plan, Total assets ($B): 0.001444144 · Participants: 3Richard W Pacelli Profit Sharing PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.778311009 · Participants: 18584W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.469243854 · Participants: 24278Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 3.008828322 · Participants: 4364Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 2.023030159 · Participants: 15593Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.368713933 · Participants: 16059Carle Foundation Hospital and Affiliates Matching Tsa Plan
Richard W Pacelli Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

Richard W Pacelli Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Robert L Bashore Profit Sharing Plan in FL ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

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 Richard W Pacelli Profit Sharing Plan assets move in 2024?
Richard W Pacelli Profit Sharing Plan grew sharply - up 19.8% during 2024, from $1M to $1M. Reported net income was $239K.
How have Richard Pacelli plan assets changed over time?
Across 3 plan years on file (2022-2024), Richard Pacelli's sponsor-wide assets grew 54.1%, from $937K to $1M.
Which Profit Sharing plans are similar in size to Richard W Pacelli Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Robert L Bashore Profit Sharing Plan in FL ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Richard W Pacelli Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K in assets).