Profit Sharing · DOL Form 5500 · 2024
Batchelor & Shortall, P.a. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $318,557
- Avg per participant High balance/head
Official DOL plan name: Batchelor & Shortall PA P-S Plan · Sponsored by Batchelor & Shortall, P.a. · Maryland · Professional & Technical Services
$1M in assets, 4 participants
Batchelor & Shortall, P.a.'s Batchelor & Shortall PA P-S Plan reported $1M in total assets and 4 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.
- #4,117 in Professional & Technical Services (20,173 peers)
Batchelor & Shortall, P.a. multi-year trail
Batchelor & Shortall, P.a.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows Batchelor & Shortall PA P-S Plan at $1M / 4 participants.
- #4,117
- in Professional & Technical Services (20,173 peers)
- +14.4%
- assets growth YoY
Batchelor & Shortall PA P-S Plan among the smaller filed plans by assets
Batchelor & Shortall PA P-S Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,274,226 25th percentile higher than 25% 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
Batchelor & Shortall PA P-S 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. Batchelor & Shortall PA P-S Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Batchelor & Shortall PA P-S Plan reported net income rose from $51K in the plan year 2023 filing to $160K in the plan year 2024 filing.
- Batchelor & Shortall PA P-S Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 520954659 · Batchelor & Shortall, P.a. PY 2024 · Profit Sharing
Batchelor & Shortall PA P-S Plan · $1M · 4 · 25th
- NET $1M
- BOOK 4
- VS-ST 25th
- BOY Profit Sharing
- SCH near Wessel & Associates, Inc. Profit-Sharing Plan
- EBSA ind #4117
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 Maryland →
Batchelor & Shortall PA P-S Plan in the asset neighbourhood
Batchelor & Shortall, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Batchelor & Shortall, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 19.78183643560894% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $1M |
Batchelor & Shortall, P.a. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $160K |
| Employer EIN | 520954659 |
| Plan Effective Date | 1973-06-23 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $3.3B · 28,393
- Nfl Player Annuity Program $2.0B · 2,745
- University of Maryland Medical System 403(b) Retirement Savings Plan $730M · 19,560
- Nfl Player Capital Accumulation Plan $707M · 2,693
- International Painters and Allied Trades Industry Annuity Plan $644M · 10,721
Batchelor & Shortall PA P-S Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is Wessel & Associates, Inc. Profit-Sharing Plan in PA ($1M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.