Profit Sharing · DOL Form 5500 · 2024
Stubbs & Schubart PC Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $478,565
- Avg per participant High balance/head
Official DOL plan name: Stubbs & Schubart PC Profit Sharing Plan & Trust · Sponsored by Stubbs & Schubart PC · Arizona · Professional & Technical Services
$4M in assets, 8 participants
Stubbs & Schubart PC's Stubbs & Schubart PC Profit Sharing Plan & Trust reported $4M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #6,964 in Professional & Technical Services (20,173 peers)
Stubbs & Schubart PC multi-year trail
Stubbs & Schubart PC's plans moved +13.4% in assets from 2022 to 2024; this filing shows Stubbs & Schubart PC Profit Sharing Plan & Trust at $4M / 8 participants.
- #6,964
- in Professional & Technical Services (20,173 peers)
- +0.9%
- assets growth YoY
Stubbs & Schubart PC Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Stubbs & Schubart PC Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,828,517 38th percentile higher than 38% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Stubbs & Schubart PC 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. Stubbs & Schubart PC Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stubbs & Schubart PC Profit Sharing Plan & Trust reported net income fell from $418K in the plan year 2023 filing to $33K in the plan year 2024 filing.
- Stubbs & Schubart PC Profit Sharing Plan & Trust reported participants fell from 10 in the plan year 2023 filing to 8 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860223149 · Stubbs & Schubart PC PY 2024 · Profit Sharing
Stubbs & Schubart PC Profit Sharing Plan & Trust · $4M · 8 · 38th
- IND $4M
- EOY 8
- 5500 38th
- ASSETS Profit Sharing
- PCT near Stel, Inc. Employer Contribution Plan
- EIN ind #6964
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 Arizona →
Stubbs & Schubart PC Profit Sharing Plan & Trust in the asset neighbourhood
Stubbs & Schubart PC multi-year asset trail
Sponsor-wide plan assets over time
All Stubbs & Schubart PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 13.363073797153099% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $3M |
| 2023 | 1 | 10 | $4M |
| 2024 | 1 | 8 | $4M |
Stubbs & Schubart PC filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $33K |
| Employer EIN | 860223149 |
| Plan Effective Date | 1978-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Preferred Employer Plan II $76M · 415
- Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $50M · 5,107
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
- Center for Biological Diversity 403(b) DC Plan $34M · 187
Stubbs & Schubart PC Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Stel, Inc. Employer Contribution Plan in NY ($4M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
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.