Profit Sharing · DOL Form 5500 · 2024

Nicolas Anthony, Inc. Profit Sharing Plan

Data updated 2026-08-25

$492K
Total assets Small plan by assets
8
Participants Small participant base
18th
Percentile by assets National rank
$61,473
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nicolas Anthony, Inc. Retirement Plan · Sponsored by Nicolas Anthony, Inc. · Texas · Arts, Entertainment & Recreation

$492K in assets, 8 participants

Nicolas Anthony, Inc.'s Nicolas Anthony, Inc. Retirement Plan reported $492K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,161 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Nicolas Anthony, Inc. Retirement Plan ranks #1,161 of 2,921 2024 filers by assets (5646% of the sector average)-$492K for 8 participants.

#1,161
in Arts, Entertainment & Recreation (2,921 peers)
-9.1%
assets change YoY

The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nicolas Anthony, Inc. Retirement Plan among the smaller filed plans by assets

Nicolas Anthony, Inc. Retirement Plan vs every filed plan by assets

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

$491,785 18th percentile higher than 18% 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

Nicolas Anthony, 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. Nicolas Anthony, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nicolas Anthony, Inc. Retirement Plan reported net income fell from $98K in the plan year 2023 filing to -$49K in the plan year 2024 filing.
  • Nicolas Anthony, Inc. Retirement Plan reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Nicolas Anthony, Inc. Retirement Plan end-of-year assets fell from $541K in the plan year 2023 filing to $492K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 823447839 · Nicolas Anthony, Inc. PY 2024 · Profit Sharing

Nicolas Anthony, Inc. Retirement Plan · $492K · 8 · 18th

  • IND $492K
  • IND 8
  • IND 18th
  • IND Profit Sharing
  • IND near Franklin Insurance & Financial Services, Inc. Profit Sharing Plan
  • IND ind #1161

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 Arts, Entertainment & Recreation retirement plans → · Plans in Texas →

Nicolas Anthony, Inc. Retirement Plan in the asset neighbourhood

Nicolas Anthony, Inc. Retirement PlanNicolas Anthony, Inc. Retire…$492KFranklin Insurance & Financial Services, Inc. Profit Sharing PlanFranklin Insurance & Financi…$492KGunter Media Group, Inc. Retirement PlanGunter Media Group, Inc. Ret…$492KJames F Pietro Dental Clinic Profit Sharing PlanJames F Pietro Dental Clinic…$492KJohn Hill Saunders, Md Psc Profit Sharing & TrustJohn Hill Saunders, Md Psc P…$492K
End-of-year total assets ($M) among Nicolas Anthony, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$541K
Net Assets (End of Year)$492K
Net Income-$49K
Employer EIN823447839
Plan Effective Date2017-11-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Nicolas Anthony, Inc.)

Sponsor-wide plan assets over time

All Nicolas Anthony, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$492K 11.111236630321324% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M 202220232024 $0.44M $0.49M ▲ +11.4%
Year Plans Participants Total Assets
2022 1 7 $443K
2023 1 7 $541K
2024 1 8 $492K

Nearby Profit Sharing Plans in Texas

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

Nicolas Anthony, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Nicolas Anthony, Inc. Retirement Plan, Total assets ($B): 0.000491785 · Participants: 8Nicolas Anthony, Inc. Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Nicolas Anthony, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Nicolas Anthony, Inc. Retirement Plan side-by-side with 3 peers →

Nicolas Anthony, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Franklin Insurance & Financial Services, Inc. Profit Sharing Plan in CA ($492K); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Nicolas Anthony, Inc. Retirement Plan assets move in 2024? ▼
Nicolas Anthony, Inc. Retirement Plan pulled back noticeably - down 9.1% during 2024, from $541K to $492K. Reported net income was -$49K.
How have Nicolas Anthony, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nicolas Anthony, Inc.'s sponsor-wide assets grew 11.1%, from $443K to $492K.
Where does Nicolas Anthony, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Nicolas Anthony, Inc. Retirement Plan ranks in the 18th 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 Nicolas Anthony, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Franklin Insurance & Financial Services, Inc. Profit Sharing Plan in CA ($492K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Nicolas Anthony, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants, 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 823447839.

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.