Profit Sharing · DOL Form 5500 · 2024

Mount Phoenix Inc. Profit Sharing Plan

Data updated 2026-08-25

$857K
Total assets Small plan by assets
21
Participants Small participant base
22nd
Percentile by assets National rank
$40,828
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mount Phoenix Inc. Retirement Plan · Sponsored by Mount Phoenix Inc. · New Jersey · Educational Services

$857K in assets, 21 participants

Mount Phoenix Inc.'s Mount Phoenix Inc. Retirement Plan reported $857K in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #513 in Educational Services (3,638 peers)

Mount Phoenix Inc. multi-year trail

Mount Phoenix Inc.'s plans moved +16.7% in assets from 2022 to 2024; this filing shows Mount Phoenix Inc. Retirement Plan at $857K / 21 participants.

#513
in Educational Services (3,638 peers)
+5.8%
assets growth YoY

Mount Phoenix Inc. Retirement Plan among the smaller filed plans by assets

Mount Phoenix Inc. Retirement Plan vs every filed plan by assets

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

$857,397 22nd percentile higher than 22% 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

Mount Phoenix Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount Phoenix Inc. Retirement Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mount Phoenix Inc. Retirement Plan reported net income fell from $76K in the plan year 2023 filing to $47K in the plan year 2024 filing.
  • Mount Phoenix Inc. Retirement Plan reported participants fell from 23 in the plan year 2023 filing to 21 in the plan year 2024 filing.
  • Mount Phoenix Inc. Retirement Plan end-of-year assets rose from $810K in the plan year 2023 filing to $857K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 463199793 · Mount Phoenix Inc. PY 2024 · Profit Sharing

Mount Phoenix Inc. Retirement Plan · $857K · 21 · 22nd

  • VS-ST $857K
  • BOY 21
  • SCH 22nd
  • EBSA Profit Sharing
  • PART near Alberto Ortiz Carrasquillo Money Purchase
  • TYPE ind #513

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 Educational Services retirement plans → · Plans in New Jersey →

Mount Phoenix Inc. Retirement Plan in the asset neighbourhood

Mount Phoenix Inc. Retirement PlanMount Phoenix Inc. Retiremen…$857KAlberto Ortiz Carrasquillo Money PurchaseAlberto Ortiz Carrasquillo M…$858KJmj Crown Inc. Retirement PlanJmj Crown Inc. Retirement Pl…$858KMario R. Ortega, Md, Faap, PA Profit Sharing PlanMario R. Ortega, Md, Faap, P…$858KWest Fork Landing Corp Pension Transfer Trust PlanWest Fork Landing Corp Pensi…$856K
End-of-year total assets ($M) among Mount Phoenix Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Mount Phoenix Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mount Phoenix Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$857K 16.74732163768171% vs 2022
2024 filing year
$0.7M$0.75M$0.8M$0.85M$0.9M 202220232024 $0.73M $0.86M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 17 $734K
2023 1 23 $810K
2024 1 21 $857K

Mount Phoenix Inc. filing trail (2024)

Total Assets (Beginning of Year)$810K
Net Assets (End of Year)$857K
Net Income$47K
Employer EIN463199793
Plan Effective Date2013-07-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

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

Mount Phoenix Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Mount Phoenix Inc. Retirement Plan, Total assets ($B): 0.000857397 · Participants: 21Mount Phoenix Inc. Retirement PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirement Savings Plan
Mount Phoenix Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Mount Phoenix Inc. Retirement Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest Profit Sharing by assets is Alberto Ortiz Carrasquillo Money Purchase in PR ($858K); by covered participants it is Stay at Home of the Upstate Inc. Retirement Plan in SC (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Mount Phoenix Inc. Retirement Plan assets move in 2024? ▼
Mount Phoenix Inc. Retirement Plan grew at a solid clip - up 5.8% during 2024, from $810K to $857K. Reported net income was $47K.
How have Mount Phoenix Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount Phoenix Inc.'s sponsor-wide assets grew 16.7%, from $734K to $857K.
Where does Mount Phoenix Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Mount Phoenix Inc. Retirement Plan ranks in the 22nd 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 Mount Phoenix Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Alberto Ortiz Carrasquillo Money Purchase in PR ($858K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Mount Phoenix Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Stay at Home of the Upstate Inc. Retirement Plan in SC (21 participants, $2M 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 463199793.

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.