Profit Sharing · DOL Form 5500 · 2024

Mms Mcdaniels, Inc. Profit Sharing Plan

Data updated 2026-08-25

$761K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$253,579
Avg per participant Above avg balance/head
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Official DOL plan name: Mms Mcdaniels Profit Sharing Plan and Trust · Sponsored by Mms Mcdaniels, Inc. · California · Other Services

$761K in assets, 3 participants

Mms Mcdaniels, Inc.'s Mms Mcdaniels Profit Sharing Plan and Trust reported $761K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,362 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Mms Mcdaniels Profit Sharing Plan and Trust ranks #3,362 of 7,719 2024 filers by assets (2638% of the sector average)-$761K for 3 participants.

#3,362
in Other Services (7,719 peers)
+0.7%
assets growth YoY

Mms Mcdaniels Profit Sharing Plan and Trust among the smaller filed plans by assets

Mms Mcdaniels Profit Sharing Plan and Trust vs every filed plan by assets

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

$760,736 21st percentile higher than 21% 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

Mms Mcdaniels Profit Sharing Plan and 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. Mms Mcdaniels Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mms Mcdaniels Profit Sharing Plan and Trust reported net income fell from $184K in the plan year 2023 filing to $5K in the plan year 2024 filing.
  • Mms Mcdaniels Profit Sharing Plan and Trust reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 453863368 · Mms Mcdaniels, Inc. PY 2024 · Profit Sharing

Mms Mcdaniels Profit Sharing Plan and Trust · $761K · 3 · 21st

  • PART $761K
  • PART 3
  • PART 21st
  • PART Profit Sharing
  • PART near Valgene Incorporated Retirement Plan
  • PART ind #3362

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 Other Services retirement plans → · Plans in California →

Mms Mcdaniels Profit Sharing Plan and Trust in the asset neighbourhood

Mms Mcdaniels Profit Sharing Plan and TrustMms Mcdaniels Profit Sharing…$761KValgene Incorporated Retirement PlanValgene Incorporated Retirem…$761KThe Advanced Excavation, Inc. Retirement PlanThe Advanced Excavation, Inc…$761KPocock Industrial Retirement PlanPocock Industrial Retirement…$761KMgf Healthcare Partners, Inc. Retirement PlanMgf Healthcare Partners, Inc…$760K
End-of-year total assets ($M) among Mms Mcdaniels Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$756K
Net Assets (End of Year)$761K
Net Income$5K
Employer EIN453863368
Plan Effective Date2011-11-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Mms Mcdaniels, Inc.)

Sponsor-wide plan assets over time

All Mms Mcdaniels, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$761K 33.055353444898415% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.57M $0.76M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 4 $572K
2023 1 4 $756K
2024 1 3 $761K

Nearby Profit Sharing Plans in California

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

Mms Mcdaniels Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Mms Mcdaniels Profit Sharing Plan and Trust, Total assets ($B): 0.000760736 · Participants: 3Mms Mcdaniels Profit Sharing Plan and TrustScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Mms Mcdaniels Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Mms Mcdaniels Profit Sharing Plan and Trust side-by-side with 3 peers →

Mms Mcdaniels Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Valgene Incorporated Retirement Plan in MD ($761K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($761K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Mms Mcdaniels Profit Sharing Plan and Trust assets move in 2024? ▼
Mms Mcdaniels Profit Sharing Plan and Trust held essentially flat - up 0.7% during 2024, from $756K to $761K. Reported net income was $5K.
How have Mms Mcdaniels, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mms Mcdaniels, Inc.'s sponsor-wide assets grew 33.1%, from $572K to $761K.
Where does Mms Mcdaniels Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Mms Mcdaniels Profit Sharing Plan and Trust ranks in the 21st 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 Mms Mcdaniels Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Valgene Incorporated Retirement Plan in MD ($761K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Mms Mcdaniels Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 453863368.

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.