Profit Sharing · DOL Form 5500 · 2024
Mulheran Investments Inc. Profit Sharing Plan
Data updated 2026-08-25
- $180K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $35,948
- Avg per participant Low balance/head
Official DOL plan name: Mulheran Investments Inc. Retirement Plan · Sponsored by Mulheran Investments Inc. · Tennessee · Retail Trade
$180K in assets, 5 participants
Mulheran Investments Inc.'s Mulheran Investments Inc. Retirement Plan reported $180K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #1,272 in Retail Trade (8,048 peers)
2024 asset change
Mulheran Investments Inc. Retirement Plan pulled back noticeably 12.1% in 2024 ($204K → $180K) for 5 participants.
- #1,272
- in Retail Trade (8,048 peers)
- -12.1%
- assets change YoY
The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mulheran Investments Inc. Retirement Plan among the smaller filed plans by assets
Mulheran Investments Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$179,742 10th percentile higher than 10% 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
Mulheran Investments Inc. Retirement 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. Mulheran Investments Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mulheran Investments Inc. Retirement Plan reported net income fell from $30K in the plan year 2023 filing to -$25K in the plan year 2024 filing.
- Mulheran Investments Inc. Retirement Plan end-of-year assets fell from $204K in the plan year 2023 filing to $180K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 473072403 · Mulheran Investments Inc. PY 2024 · Profit Sharing
Mulheran Investments Inc. Retirement Plan · $180K · 5 · 10th
- EBSA $180K
- PART 5
- TYPE 10th
- NET Profit Sharing
- BOOK near Sage Vision Consulting, Inc. Profit Sharing Plan
- VS-ST ind #1272
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 Retail Trade retirement plans → · Plans in Tennessee →
Mulheran Investments Inc. Retirement Plan in the asset neighbourhood
Mulheran Investments Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Mulheran Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $180K 3.1304866713333253% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $174K |
| 2023 | 1 | 5 | $204K |
| 2024 | 1 | 5 | $180K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $204K |
|---|---|
| Net Assets (End of Year) | $180K |
| Net Income | -$25K |
| Employer EIN | 473072403 |
| Plan Effective Date | 2015-02-06 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ballad Health 401(a) Plan $486M · 4,963
- Shreveport Electrical Industry Profit Sharing Plan $95M · 527
- New Orleans Electrical Annuity Plan $88M · 1,393
- Ulps Employee Savings Plan $78M · 236
- Thompson Machinery Commerce Corp Profit Sharing Plan $58M · 944
Mulheran Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is Sage Vision Consulting, Inc. Profit Sharing Plan in IL ($180K); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($180K here).
- Sage Vision Consulting, Inc. Profit Sharing Plan (IL) $180K · 1
- Zempada, Inc. Retirement Plan (PA) $180K · 2
- Maslor Inc. Retirement Plan (MA) $180K · 1
- Oregon City Management, Inc. Profit Sharing Plan (OR) $180K · 1
Similar participant headcount
Nearest other-state filings by covered participants (5 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.