Profit Sharing · DOL Form 5500 · 2024
Moorman, Kizer & Reitzel, Inc Profit Sharing Plan
Data updated 2026-08-25
- $932K
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $54,842
- Avg per participant Low balance/head
Official DOL plan name: Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan · Sponsored by Moorman, Kizer & Reitzel, Inc · North Carolina · Professional & Technical Services
$932K in assets, 17 participants
Moorman, Kizer & Reitzel, Inc's Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan reported $932K in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,545 in Professional & Technical Services (20,173 peers)
2024 asset change
Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan pulled back noticeably 9.8% in 2024 ($1M → $932K) for 17 participants.
- #3,545
- in Professional & Technical Services (20,173 peers)
- -9.8%
- assets change YoY
The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan among the smaller filed plans by assets
Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$932,313 23rd percentile higher than 23% 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
Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan reported net income fell from $26K in the plan year 2023 filing to -$101K in the plan year 2024 filing.
- Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan reported participants fell from 19 in the plan year 2023 filing to 17 in the plan year 2024 filing.
- Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $932K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 560691495 · Moorman, Kizer & Reitzel, Inc PY 2024 · Profit Sharing
Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan · $932K · 17 · 23rd
- EBSA $932K
- EBSA 17
- EBSA 23rd
- EBSA Profit Sharing
- EBSA near Occupational Fitness, Inc. Retirement Plan
- EBSA ind #3545
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 North Carolina →
Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan in the asset neighbourhood
Moorman, Kizer & Reitzel, Inc years around the 2024 move
Sponsor-wide plan assets over time
All Moorman, Kizer & Reitzel, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $932K 7.397011278475543% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $1M |
| 2023 | 1 | 19 | $1M |
| 2024 | 1 | 17 | $932K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $932K |
| Net Income | -$101K |
| Employer EIN | 560691495 |
| Plan Effective Date | 1968-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
Moorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Occupational Fitness, Inc. Retirement Plan in GA ($933K); by covered participants it is Bgo's Ventures Inc. Retirement Plan in PA (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($932K here).
- Occupational Fitness, Inc. Retirement Plan (GA) $933K · 18
- Rc Kelliher Consulting Inc. Retirement Plan (WA) $932K · 2
- Nicholas Roman Enterprises Inc. Retirement Plan (IA) $933K · 5
- Chos Retirement Plan (PR) $933K · 12
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Bgo's Ventures Inc. Retirement Plan (PA) 17 · 0 off
- Rkling Associates, Inc. Retirement Plan (TX) 17 · 0 off
- Driven Ventures, Inc. Retirement Plan (FL) 17 · 0 off
- Roam Wouda Inc. Retirement Plan (VT) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.