Profit Sharing · DOL Form 5500 · 2024

Mary Anne Payne, Cpa Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$699,131
Avg per participant High balance/head
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Official DOL plan name: Payne Financial Consulting Profit Sharing Plan · Sponsored by Mary Anne Payne, Cpa · California · Professional & Technical Services

$1M in assets, 2 participants

Mary Anne Payne, Cpa's Payne Financial Consulting Profit Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,285 in Professional & Technical Services (20,173 peers)

Mary Anne Payne, Cpa multi-year trail

Mary Anne Payne, Cpa's plans moved +50.9% in assets from 2022 to 2024; this filing shows Payne Financial Consulting Profit Sharing Plan at $1M / 2 participants.

#4,285
in Professional & Technical Services (20,173 peers)
+24.2%
assets growth YoY

Payne Financial Consulting Profit Sharing Plan among the smaller filed plans by assets

Payne Financial Consulting Profit Sharing Plan vs every filed plan by assets

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

$1,398,262 26th percentile higher than 26% 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

Payne Financial Consulting 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. Payne Financial Consulting Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Payne Financial Consulting Profit Sharing Plan reported net income rose from $199K in the plan year 2023 filing to $273K in the plan year 2024 filing.
  • Payne Financial Consulting Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 943293642 · Mary Anne Payne, Cpa PY 2024 · Profit Sharing

Payne Financial Consulting Profit Sharing Plan · $1M · 2 · 26th

  • EOY $1M
  • EOY 2
  • EOY 26th
  • EOY Profit Sharing
  • EOY near Wright Tree of Puerto Rico Retirement Plan
  • EOY ind #4285

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 California →

Payne Financial Consulting Profit Sharing Plan in the asset neighbourhood

Payne Financial Consulting Profit Sharing PlanPayne Financial Consulting P…$1MWright Tree of Puerto Rico Retirement PlanWright Tree of Puerto Rico R…$1MTroth Inc. Retirement Plan$1MBelle Oaks of America, Inc. Profit Sharing PlanBelle Oaks of America, Inc. …$1MNorthland Christian Education System 403(b) PlanNorthland Christian Educatio…$1M
End-of-year total assets ($M) among Payne Financial Consulting Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Mary Anne Payne, Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Mary Anne Payne, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$1M 50.86189875589228% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.93M $1.4M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 2 $927K
2023 1 2 $1M
2024 1 2 $1M

Mary Anne Payne, Cpa filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$273K
Employer EIN943293642
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Payne Financial Consulting Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Payne Financial Consulting Profit Sharing Plan, Total assets ($B): 0.001398262 · Participants: 2Payne Financial Consulting Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Payne Financial Consulting Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Payne Financial Consulting Profit Sharing Plan side-by-side with 3 peers →

Payne Financial Consulting Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Wright Tree of Puerto Rico Retirement Plan in IA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Payne Financial Consulting Profit Sharing Plan assets move in 2024? ▼
Payne Financial Consulting Profit Sharing Plan grew sharply - up 24.2% during 2024, from $1M to $1M. Reported net income was $273K.
How have Mary Anne Payne, Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mary Anne Payne, Cpa's sponsor-wide assets grew 50.9%, from $927K to $1M.
Which Profit Sharing plans are similar in size to Payne Financial Consulting Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Wright Tree of Puerto Rico Retirement Plan in IA ($1M, 160 participants).
Which Profit Sharing plans cover a similar participant headcount to Payne Financial Consulting Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 943293642.

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.