Profit Sharing · DOL Form 5500 · 2022
Annalea Enterprises, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $577K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $82,474
- Avg per participant Below avg balance/head
Official DOL plan name: Annalea Enterprises, Inc. Retirement Plan · Sponsored by Annalea Enterprises, Inc. · Texas · Manufacturing
$577K in assets, 7 participants
Annalea Enterprises, Inc.'s Annalea Enterprises, Inc. Retirement Plan reported $577K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #1,723 in Manufacturing (20,602 peers)
2022 asset change
Annalea Enterprises, Inc. Retirement Plan contracted severely 46.9% in 2022 ($1M → $577K) for 7 participants.
- #1,723
- in Manufacturing (20,602 peers)
- -46.9%
- assets change YoY
The plan reported a net loss of $510K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Annalea Enterprises, Inc. Retirement Plan among the smaller filed plans by assets
Annalea Enterprises, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$577,318 20th percentile higher than 20% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Annalea Enterprises, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annalea Enterprises, Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 452955755 · Annalea Enterprises, Inc. PY 2022 · Profit Sharing
Annalea Enterprises, Inc. Retirement Plan · $577K · 7 · 20th
- EOY $577K
- EOY 7
- EOY 20th
- EOY Profit Sharing
- EOY near Hanna-Berndt Enterprise, Inc. Retirement Plan
- EOY ind #1723
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 Manufacturing retirement plans → · Plans in Texas →
Annalea Enterprises, Inc. Retirement Plan in the asset neighbourhood
Annalea Enterprises, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Annalea Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $577K |
| 2023 | 1 | 7 | $32K |
| 2024 | 1 | 7 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $577K |
| Net Income | -$510K |
| Employer EIN | 452955755 |
| Plan Effective Date | 2011-08-09 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
Annalea Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Hanna-Berndt Enterprise, Inc. Retirement Plan in MD ($577K); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($577K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Central Home Health Care Inc. Profit Sharing Plan (MI) 7 · 0 off
- Loberg & Loberg Profit Sharing Plan (WI) 7 · 0 off
- Howson & Simon LLP Profit Sharing Plan (CA) 7 · 0 off
- Sqaf Inc. Retirement Plan (GA) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.