Profit Sharing · DOL Form 5500 · 2024

Mae Gregory Inc. Profit Sharing Plan

Data updated 2026-08-25

$275K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$275,000
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mae Gregory Inc. Retirement Plan · Sponsored by Mae Gregory Inc. · South Carolina · Food Services & Accommodation

$275K in assets, 1 participants

Mae Gregory Inc.'s Mae Gregory Inc. Retirement Plan reported $275K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,218 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Mae Gregory Inc. Retirement Plan ranks #1,218 of 3,672 2024 filers by assets (7115% of the sector average)-$275K for 1 participant.

#1,218
in Food Services & Accommodation (3,672 peers)
+166.4%
assets growth YoY

Mae Gregory Inc. Retirement Plan among the smaller filed plans by assets

Mae Gregory Inc. Retirement Plan vs every filed plan by assets

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

$275,000 13th percentile higher than 13% 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

Mae Gregory 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. Mae Gregory Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mae Gregory Inc. Retirement Plan reported net income rose from -$197K in the plan year 2023 filing to $172K in the plan year 2024 filing.
  • Mae Gregory Inc. Retirement Plan end-of-year assets rose from $103K in the plan year 2023 filing to $275K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 862551297 · Mae Gregory Inc. PY 2024 · Profit Sharing

Mae Gregory Inc. Retirement Plan · $275K · 1 · 13th

  • VS-ST $275K
  • VS-ST 1
  • VS-ST 13th
  • VS-ST Profit Sharing
  • VS-ST near Henry Fate Corporation Retirement Plan
  • VS-ST ind #1218

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 Food Services & Accommodation retirement plans → · Plans in South Carolina →

Mae Gregory Inc. Retirement Plan in the asset neighbourhood

Mae Gregory Inc. Retirement PlanMae Gregory Inc. Retirement …$275KHenry Fate Corporation Retirement PlanHenry Fate Corporation Retir…$275KCarlos Bartolomei Ortiz Retirement PlanCarlos Bartolomei Ortiz Reti…$275KExcellence in Management, Inc. Retirement PlanExcellence in Management, In…$275KNelumbium Capital Inc. Retirement PlanNelumbium Capital Inc. Retir…$275K
End-of-year total assets ($M) among Mae Gregory Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$103K
Net Assets (End of Year)$275K
Net Income$172K
Employer EIN862551297
Plan Effective Date2021-04-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Mae Gregory Inc.)

Sponsor-wide plan assets over time

All Mae Gregory Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$275K 8.333333333333332% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.3M $0.28M ▼ -6.7%
Year Plans Participants Total Assets
2022 1 1 $300K
2023 1 1 $103K
2024 1 1 $275K

Nearby Profit Sharing Plans in South Carolina

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

Mae Gregory Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Mae Gregory Inc. Retirement Plan, Total assets ($B): 0.000275 · Participants: 1Mae Gregory Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 2.165121786 · Participants: 29201Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.847554937 · Participants: 2827Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.248524918 · Participants: 2275Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.225415995 · Participants: 1401Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.051579073 · Participants: 191Usc School of Medicine Educational Trust Retirement Plan
Mae Gregory Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Mae Gregory Inc. Retirement Plan side-by-side with 3 peers →

Mae Gregory Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Henry Fate Corporation Retirement Plan in FL ($275K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($275K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mae Gregory Inc. Retirement Plan assets move in 2024? ▼
Mae Gregory Inc. Retirement Plan surged - up 166.4% during 2024, from $103K to $275K. Reported net income was $172K.
How have Mae Gregory Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mae Gregory Inc.'s sponsor-wide assets declined 8.3%, from $300K to $275K.
Where does Mae Gregory Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Mae Gregory Inc. Retirement Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Mae Gregory Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Henry Fate Corporation Retirement Plan in FL ($275K, 22 participants).
Which Profit Sharing plans cover a similar participant headcount to Mae Gregory Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 862551297.

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.