Profit Sharing · DOL Form 5500 · 2024

Mcg Heritage, Inc. Profit Sharing Plan

Data updated 2026-08-25

$608K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$608,349
Avg per participant High balance/head
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Official DOL plan name: Mcg Heritage, Inc. Profit Sharing Plan · Sponsored by Mcg Heritage, Inc. · Texas · Professional & Technical Services

$608K in assets, 1 participants

Mcg Heritage, Inc.'s Mcg Heritage, Inc. Profit Sharing Plan reported $608K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,940 in Professional & Technical Services (20,173 peers)

Mcg Heritage, Inc. multi-year trail

Mcg Heritage, Inc.'s plans moved +39.8% in assets from 2022 to 2024; this filing shows Mcg Heritage, Inc. Profit Sharing Plan at $608K / 1 participant.

#2,940
in Professional & Technical Services (20,173 peers)
+56.3%
assets growth YoY

Mcg Heritage, Inc. Profit Sharing Plan among the smaller filed plans by assets

Mcg Heritage, Inc. Profit Sharing Plan vs every filed plan by assets

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

$608,349 19th percentile higher than 19% 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

Mcg Heritage, 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. Mcg Heritage, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mcg Heritage, Inc. Profit Sharing Plan reported net income rose from -$46K in the plan year 2023 filing to $219K in the plan year 2024 filing.
  • Mcg Heritage, Inc. Profit Sharing Plan end-of-year assets rose from $389K in the plan year 2023 filing to $608K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 202978717 · Mcg Heritage, Inc. PY 2024 · Profit Sharing

Mcg Heritage, Inc. Profit Sharing Plan · $608K · 1 · 19th

  • IND $608K
  • IND 1
  • IND 19th
  • IND Profit Sharing
  • IND near Pablo a. Ortiz Cerezo Retirement Plan
  • IND ind #2940

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 Texas →

Mcg Heritage, Inc. Profit Sharing Plan in the asset neighbourhood

Mcg Heritage, Inc. Profit Sharing PlanMcg Heritage, Inc. Profit Sh…$608KPablo a. Ortiz Cerezo Retirement PlanPablo a. Ortiz Cerezo Retire…$608KClyne Media, Inc. Profit Sharing Plan and TrustClyne Media, Inc. Profit Sha…$608KInspyrd Solutions, Inc. Retirement PlanInspyrd Solutions, Inc. Reti…$609KPci Group, LLC Retirement PlanPci Group, LLC Retirement Pl…$609K
End-of-year total assets ($M) among Mcg Heritage, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Mcg Heritage, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mcg Heritage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$608K 39.810490802621786% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.44M $0.61M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 1 $435K
2023 1 1 $389K
2024 1 1 $608K

Mcg Heritage, Inc. filing trail (2024)

Total Assets (Beginning of Year)$389K
Net Assets (End of Year)$608K
Net Income$219K
Employer EIN202978717
Plan Effective Date2005-06-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Mcg Heritage, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Mcg Heritage, Inc. Profit Sharing Plan, Total assets ($B): 0.000608349 · Participants: 1Mcg Heritage, Inc. Profit Sharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Mcg Heritage, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Mcg Heritage, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Profit Sharing by assets is Pablo a. Ortiz Cerezo Retirement Plan in PR ($608K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($608K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mcg Heritage, Inc. Profit Sharing Plan assets move in 2024? ▼
Mcg Heritage, Inc. Profit Sharing Plan surged - up 56.3% during 2024, from $389K to $608K. Reported net income was $219K.
How have Mcg Heritage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcg Heritage, Inc.'s sponsor-wide assets grew 39.8%, from $435K to $608K.
Where does Mcg Heritage, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mcg Heritage, Inc. Profit Sharing Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Mcg Heritage, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pablo a. Ortiz Cerezo Retirement Plan in PR ($608K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Mcg Heritage, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 202978717.

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.