Profit Sharing · DOL Form 5500 · 2024

Appraisals Unlimited, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
5
Participants Small participant base
48th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Appraisals Unlimited, Inc. Profit Sharing Plan · Sponsored by Appraisals Unlimited, Inc. · Massachusetts · Real Estate

$7M in assets, 5 participants

Appraisals Unlimited, Inc.'s Appraisals Unlimited, Inc. Profit Sharing Plan reported $7M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,111 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Appraisals Unlimited, Inc. Profit Sharing Plan ranks #3,111 of 4,605 2024 filers by assets (370% of the sector average)-$7M for 5 participants.

#3,111
in Real Estate (4,605 peers)
+18.4%
assets growth YoY

Appraisals Unlimited, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Appraisals Unlimited, Inc. Profit Sharing Plan vs every filed plan by assets

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

$7,009,975 48th percentile higher than 48% 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

Appraisals Unlimited, Inc. 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. Appraisals Unlimited, Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Appraisals Unlimited, Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Appraisals Unlimited, Inc. Profit Sharing Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043233771 · Appraisals Unlimited, Inc. PY 2024 · Profit Sharing

Appraisals Unlimited, Inc. Profit Sharing Plan · $7M · 5 · 48th

  • TYPE $7M
  • NET 5
  • BOOK 48th
  • VS-ST Profit Sharing
  • BOY near American Providers, Inc. Profit Sharing Plan and Trust
  • SCH ind #3111

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 Real Estate retirement plans → · Plans in Massachusetts →

Appraisals Unlimited, Inc. Profit Sharing Plan in the asset neighbourhood

Weissberg & Speller, C.P.A's., P.C. Retirement Plan & TrustWeissberg & Speller, C.P.A's…$7MAppraisals Unlimited, Inc. Profit Sharing PlanAppraisals Unlimited, Inc. P…$7MAmerican Providers, Inc. Profit Sharing Plan and TrustAmerican Providers, Inc. Pro…$7MFyffe Jones & Associates, Psc 401(k) PlanFyffe Jones & Associates, Ps…$7MShifting Lanes Resort Inc. Retirement PlanShifting Lanes Resort Inc. R…$7M
End-of-year total assets ($M) among Appraisals Unlimited, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN043233771
Plan Effective Date1994-05-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Appraisals Unlimited, Inc.)

Sponsor-wide plan assets over time

All Appraisals Unlimited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.962204607674686% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.8M $7.01M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 4 $5M
2023 1 6 $6M
2024 1 5 $7M

Nearby Profit Sharing Plans in Massachusetts

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

Appraisals Unlimited, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Appraisals Unlimited, Inc. Profit Sharing Plan, Total assets ($B): 0.007009975 · Participants: 5Appraisals Unlimited, Inc. Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 16.746508173 · Participants: 76559Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.11674253 · Participants: 14037Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.93023844 · Participants: 5518Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.685607607 · Participants: 6385The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.656271721 · Participants: 3065Sheet Metal Workers Local 17 Annuity Income Fund
Appraisals Unlimited, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Appraisals Unlimited, Inc. Profit Sharing Plan side-by-side with 3 peers →

Appraisals Unlimited, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is American Providers, Inc. Profit Sharing Plan and Trust in FL ($7M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Appraisals Unlimited, Inc. Profit Sharing Plan assets move in 2024? ▼
Appraisals Unlimited, Inc. Profit Sharing Plan grew sharply - up 18.4% during 2024, from $6M to $7M. Reported net income was $1M.
How have Appraisals Unlimited, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appraisals Unlimited, Inc.'s sponsor-wide assets grew 46.0%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Appraisals Unlimited, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is American Providers, Inc. Profit Sharing Plan and Trust in FL ($7M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Appraisals Unlimited, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K 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 043233771.

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.