Profit Sharing · DOL Form 5500 · 2024

Dismas Charities, Inc. Profit Sharing Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
594
Participants Below avg headcount
81st
Percentile by assets National rank
$65,413
Avg per participant Low balance/head
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Official DOL plan name: Dismas Charities, Inc. Retirement Plan · Sponsored by Dismas Charities, Inc. · Kentucky · Healthcare & Social Assistance

$39M in assets, 594 participants

Dismas Charities, Inc.'s Dismas Charities, Inc. Retirement Plan reported $39M in total assets and 594 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,168 in Healthcare & Social Assistance (16,916 peers)

Where Dismas Charities, Inc. Retirement Plan sits by assets

Dismas Charities, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $39M for 594 participants (~$65,413/participant), down 10.6% in 2024.

#14,168
in Healthcare & Social Assistance (16,916 peers)
-10.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dismas Charities, Inc. Retirement Plan's outsized position by total assets

Dismas Charities, Inc. Retirement Plan vs every filed plan by assets

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

$38,855,365 Top 19% higher than 81% 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

Dismas Charities, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dismas Charities, Inc. Retirement Plan sits mid-pack in the medium band (594 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dismas Charities, Inc. Retirement Plan reported net income fell from $6M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Dismas Charities, Inc. Retirement Plan end-of-year assets fell from $43M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Dismas Charities, Inc. Retirement Plan reported participants rose from 540 in the plan year 2023 filing to 594 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 610663854 · Dismas Charities, Inc. PY 2024 · Profit Sharing

Dismas Charities, Inc. Retirement Plan · $39M · 594 · 81st

  • RANK $39M
  • PHOTO 594
  • IND 81st
  • EOY Profit Sharing
  • 5500 near Great Hill Partners, LP Profit Sharing Plan and Trust
  • ASSETS ind #14168

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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

Dismas Charities, Inc. Retirement Plan in the asset neighbourhood

The Institute for Family Health Retirement PlanThe Institute for Family Hea…$39MDismas Charities, Inc. Retirement PlanDismas Charities, Inc. Retir…$39MGreat Hill Partners, LP Profit Sharing Plan and TrustGreat Hill Partners, LP Prof…$39MSt. Francis Health Services of Morris Employees Retirement PlanSt. Francis Health Services …$39MSnf Holding Company Retirement Savings PlanSnf Holding Company Retireme…$39M
End-of-year total assets ($M) among Dismas Charities, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$39M
Net Income-$5M
Employer EIN610663854
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dismas Charities, Inc.)

Sponsor-wide plan assets over time

All Dismas Charities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 3.7100296412251224% vs 2022
2024 filing year
$36M$38M$40M$42M$44M$46M 202220232024 $37.5M $38.9M ▲ +3.7%
Year Plans Participants Total Assets
2022 1 478 $37M
2023 1 540 $43M
2024 1 594 $39M

Nearby Profit Sharing Plans in Kentucky

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

Dismas Charities, Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Dismas Charities, Inc. Retirement Plan, Total assets ($B): 0.038855365 · Participants: 594Dismas Charities, Inc. Retirement PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.941175586 · Participants: 29259Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.310607828 · Participants: 1368IBEW Local 150 Supplemental Pension FundMed Center Health Retirement Savings Plan, Total assets ($B): 0.098723351 · Participants: 3155Med Center Health Retirement Savings PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.038566019 · Participants: 220Ball Homes, LLC Retirement PlanKentucky Blood Center 401(k) DC Plan, Total assets ($B): 0.020888888 · Participants: 248Kentucky Blood Center 401(k) DC Plan
Dismas Charities, Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants

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

Outside Kentucky, the nearest Profit Sharing by assets is Great Hill Partners, LP Profit Sharing Plan and Trust in MA ($39M); by covered participants it is Northern California Tile Industry Defined Contribution Plan in CA (595 participants). Same-state nearby plans are listed separately above.

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 Dismas Charities, Inc. Retirement Plan assets move in 2024?
Dismas Charities, Inc. Retirement Plan pulled back noticeably - down 10.6% during 2024, from $43M to $39M. Reported net income was -$5M.
How have Dismas Charities, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Dismas Charities, Inc.'s sponsor-wide assets grew 3.7%, from $37M to $39M.
Where does Dismas Charities, Inc. Retirement Plan rank by assets among Form 5500 filers?
Dismas Charities, Inc. Retirement Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Dismas Charities, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Great Hill Partners, LP Profit Sharing Plan and Trust in MA ($39M, 58 participants).
Which Profit Sharing plans cover a similar participant headcount to Dismas Charities, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Northern California Tile Industry Defined Contribution Plan in CA (595 participants, $55M in assets).