Profit Sharing · DOL Form 5500 · 2024

Dismas Charities, Inc. Profit Sharing Plan

Data updated 2026-08-06

$39M
Total assets
594
Participants
81st
Percentile by assets
$65,413
Avg per participant
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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.

  • 81st percentile by assets (of 116,472 plans)

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.

$39M
total plan assets (2024 EOY)
594
covered participants
81st
percentile by assets (of 116,472 plans)
$65,413
avg assets per participant

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.

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 →

Dismas Charities, Inc. Retirement Plan vs the 2024 asset distribution

By assets, Dismas Charities, Inc. Retirement Plan outranks 81% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

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.)

$36M$38M$40M$42M$44M$46M 202220232024 $37.5M $38.9M ▲ +3.7%
Total plan assets by year, all Dismas Charities, Inc. plans on file
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

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, In…Commonspirit Health …Med Center Health Re…Ball Homes, LLC Reti…Kentucky Blood Cente…Lewis County Primary…
Dismas Charities, Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Dismas Charities, Inc. Retirement Plan by total assets, not by location.

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 116,472 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).

Next read for Dismas Charities, Inc. Retirement Plan

Scale reading

Ways to act on Dismas Charities, Inc. Retirement Plan's numbers.

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 610663854.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.