Profit Sharing · DOL Form 5500 · 2024

Brancato, Haggerty, & Palmentere Lc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$562,843
Avg per participant High balance/head
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Official DOL plan name: Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan · Sponsored by Brancato, Haggerty, & Palmentere Lc · Missouri · Professional & Technical Services

$2M in assets, 3 participants

Brancato, Haggerty, & Palmentere Lc's Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan reported $2M in total assets and 3 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.

  • #4,673 in Professional & Technical Services (20,173 peers)

Brancato, Haggerty, & Palmentere Lc multi-year trail

Brancato, Haggerty, & Palmentere Lc's plans moved +37.7% in assets from 2022 to 2024; this filing shows Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan at $2M / 3 participants.

#4,673
in Professional & Technical Services (20,173 peers)
+16.9%
assets growth YoY

Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan among the smaller filed plans by assets

Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan vs every filed plan by assets

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

$1,688,529 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

Brancato, Haggerty, & Palmentere, Lc 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. Brancato, Haggerty, & Palmentere, Lc 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

  • Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan reported net income rose from $218K in the plan year 2023 filing to $245K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 431701278 · Brancato, Haggerty, & Palmentere Lc PY 2024 · Profit Sharing

Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan · $2M · 3 · 28th

  • PHOTO $2M
  • IND 3
  • EOY 28th
  • 5500 Profit Sharing
  • ASSETS near Profit Sharing Plan & Trust of Ron Golovan M.D., Inc.
  • PCT ind #4673

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 Missouri →

Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan in the asset neighbourhood

Brancato, Haggerty, & Palmentere, Lc Profit Sharing PlanBrancato, Haggerty, & Palmen…$2MProfit Sharing Plan & Trust of Ron Golovan M.D., Inc.Profit Sharing Plan & Trust …$2MStephenson & Company Profit Sharing PlanStephenson & Company Profit …$2MWhite River Management, Inc. Profit Sharing PlanWhite River Management, Inc.…$2MArcobaleno Childcare, Inc. Retirement PlanArcobaleno Childcare, Inc. R…$2M
End-of-year total assets ($M) among Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Brancato, Haggerty, & Palmentere Lc multi-year asset trail

Sponsor-wide plan assets over time

All Brancato, Haggerty, & Palmentere Lc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 37.74127762323901% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.23M $1.69M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $2M

Brancato, Haggerty, & Palmentere Lc filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$245K
Employer EIN431701278
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Missouri

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

Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan, Total assets ($B): 0.001688529 · Participants: 3Brancato, Haggerty, & Palmentere, Lc Profit Sharing PlanBoilermakers National Annuity Trust, Total assets ($B): 1.333963448 · Participants: 18034Boilermakers National Annuity TrustPlumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.458784892 · Participants: 4032Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.447176053 · Participants: 3456I. B. E. W. Local Union No. 124 Annuity PlanAnnuity Fund of Operating Engineers Local 513, Total assets ($B): 0.323168728 · Participants: 9100Annuity Fund of Operating Engineers Local 513Pipe Fitters Local No 533 Individual Account Plan, Total assets ($B): 0.301782843 · Participants: 1427Pipe Fitters Local No 533 Individual Account Plan
Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan side-by-side with 3 peers →

Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Profit Sharing Plan & Trust of Ron Golovan M.D., Inc. in OH ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan assets move in 2024? ▼
Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan grew sharply - up 16.9% during 2024, from $1M to $2M. Reported net income was $245K.
How have Brancato, Haggerty, & Palmentere Lc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brancato, Haggerty, & Palmentere Lc's sponsor-wide assets grew 37.7%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Brancato, Haggerty, & Palmentere, Lc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan & Trust of Ron Golovan M.D., Inc. in OH ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Brancato, Haggerty, & Palmentere, Lc 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).

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 431701278.

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.