Profit Sharing · DOL Form 5500 · 2024

Mcphee Musculoskeletal and Rehabilitation Specialists PC 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
$639,539
Avg per participant High balance/head
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Official DOL plan name: Mmrs Profit Sharing Plan and Trust · Sponsored by Mcphee Musculoskeletal and Rehabilitation Specialists PC · Arizona · Healthcare & Social Assistance

$1M in assets, 2 participants

Mcphee Musculoskeletal and Rehabilitation Specialists PC's Mmrs 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.

  • #3,652 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Mmrs Profit Sharing Plan and Trust holds $1M for 2 participants - about $639,539 per participant, in the lower half of filed plans by assets.

#3,652
in Healthcare & Social Assistance (16,916 peers)
+0.1%
assets growth YoY

Mmrs Profit Sharing Plan and Trust among the smaller filed plans by assets

Mmrs Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,279,078 25th percentile higher than 25% 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

Mmrs 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. Mmrs 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

  • Mmrs Profit Sharing Plan and Trust reported net income rose from $645 in the plan year 2023 filing to $2K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860881217 · Mcphee Musculoskeletal and Rehabilitation Specialists PC PY 2024 · Profit Sharing

Mmrs Profit Sharing Plan and Trust · $1M · 2 · 25th

  • EOY $1M
  • 5500 2
  • ASSETS 25th
  • PCT Profit Sharing
  • EIN near Top Shelf Turf Management Inc. Retirement Plan
  • RANK ind #3652

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 Arizona →

Mmrs Profit Sharing Plan and Trust in the asset neighbourhood

Mmrs Profit Sharing Plan and TrustMmrs Profit Sharing Plan and…$1MTop Shelf Turf Management Inc. Retirement PlanTop Shelf Turf Management In…$1MFrancke & Associates, Inc. Profit Sharing PlanFrancke & Associates, Inc. P…$1MEsposito Nursery, Inc. Profit Sharing Plan and TrustEsposito Nursery, Inc. Profi…$1MKelley & Kelley, P.C. Profit Sharing Retirement PlanKelley & Kelley, P.C. Profit…$1M
End-of-year total assets ($M) among Mmrs Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$2K
Employer EIN860881217
Plan Effective Date1999-12-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcphee Musculoskeletal and Rehabilitation Specialists PC)

Sponsor-wide plan assets over time

All Mcphee Musculoskeletal and Rehabilitation Specialists PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.19709187646193446% vs 2022
2024 filing year
$1.28M 202220232024 $1.28M $1.28M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Profit Sharing Plans in Arizona

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

Mmrs Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20020406080 Total assets ($M) Participants Mmrs Profit Sharing Plan and Trust, Total assets ($M): 1.279078 · Participants: 2Mmrs Profit Sharing Plan and TrustPreferred Employer Plan II, Total assets ($M): 75.769033 · Participants: 415Preferred Employer Plan IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg Inc Profit Sharing Plan TrustCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 33.775352 · Participants: 187Center for Biological Diversity 403(b) DC Plan
Mmrs Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Mmrs Profit Sharing Plan and Trust side-by-side with 3 peers →

Mmrs Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Top Shelf Turf Management Inc. Retirement Plan in OK ($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.

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.

Frequently Asked Questions

How did Mmrs Profit Sharing Plan and Trust assets move in 2024? ▼
Mmrs Profit Sharing Plan and Trust held essentially flat - up 0.1% during 2024, from $1M to $1M. Reported net income was $2K.
How have Mcphee Musculoskeletal and Rehabilitation Specialists PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcphee Musculoskeletal and Rehabilitation Specialists PC's sponsor-wide assets grew 0.2%, from $1M to $1M.
Where does Mmrs Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Mmrs Profit Sharing Plan and Trust ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Mmrs Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Top Shelf Turf Management Inc. Retirement Plan in OK ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Mmrs Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 860881217.

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.