Profit Sharing · DOL Form 5500 · 2024

Messer Potts & Messer PC Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
4
Participants Small participant base
49th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust · Sponsored by Messer Potts & Messer PC · Texas · Professional & Technical Services

$7M in assets, 4 participants

Messer Potts & Messer PC's Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust reported $7M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,492 in Professional & Technical Services (20,173 peers)

2024 asset change

Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust declined sharply 15.7% in 2024 ($9M → $7M) for 4 participants.

#9,492
in Professional & Technical Services (20,173 peers)
-15.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust vs every filed plan by assets

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

$7,227,310 49th percentile higher than 49% 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

Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust end-of-year assets fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 742093265 · Messer Potts & Messer PC PY 2024 · Profit Sharing

Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust · $7M · 4 · 49th

  • VS-ST $7M
  • BOY 4
  • SCH 49th
  • EBSA Profit Sharing
  • PART near Etcetera Enterprises Inc. Profit Sharing Plan
  • TYPE ind #9492

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 Texas →

Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust in the asset neighbourhood

Menorah Manor, Inc. Retirement Savings Incentive PlanMenorah Manor, Inc. Retireme…$7MMesser, Potts, & Messer, Inc. Employees Profit Sharing Plan & TrustMesser, Potts, & Messer, Inc…$7MEtcetera Enterprises Inc. Profit Sharing PlanEtcetera Enterprises Inc. Pr…$7MKeith P. Tyler Profit Sharing PlanKeith P. Tyler Profit Sharin…$7MDanco Investors Group, LP Profit Sharing PlanDanco Investors Group, LP Pr…$7M
End-of-year total assets ($M) among Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Messer Potts & Messer PC years around the 2024 move

Sponsor-wide plan assets over time

All Messer Potts & Messer PC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 2.2054327345420033% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $7.07M $7.23M ▲ +2.3%
Year Plans Participants Total Assets
2022 1 4 $7M
2023 1 4 $9M
2024 1 4 $7M

2024 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN742093265
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust, Total assets ($B): 0.00722731 · Participants: 4Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & TrustBaylor 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
Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust side-by-side with 3 peers →

Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Etcetera Enterprises Inc. Profit Sharing Plan in SC ($7M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust assets move in 2024? ▼
Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust declined sharply - down 15.7% during 2024, from $9M to $7M. Reported net income was -$1M.
How have Messer Potts & Messer PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Messer Potts & Messer PC's sponsor-wide assets grew 2.2%, from $7M to $7M.
Which Profit Sharing plans are similar in size to Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Etcetera Enterprises Inc. Profit Sharing Plan in SC ($7M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 742093265.

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.