Profit Sharing · DOL Form 5500 · 2022

Affluere Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
28th
Percentile by assets National rank
$263,846
Avg per participant High balance/head
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Official DOL plan name: Affluere Investments, Inc. Retirement Plan · Sponsored by Affluere Investments, Inc. · Tennessee · Wholesale Trade

$1M in assets, 5 participants

Affluere Investments, Inc.'s Affluere Investments, Inc. Retirement Plan reported $1M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,142 in Wholesale Trade (6,843 peers)

2022 asset change

Affluere Investments, Inc. Retirement Plan grew at a solid clip 8.9% in 2022 ($1M → $1M) for 5 participants.

#1,142
in Wholesale Trade (6,843 peers)
+8.9%
assets growth YoY

Affluere Investments, Inc. Retirement Plan among the smaller filed plans by assets

Affluere Investments, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,319,228 28th percentile higher than 28% of 139,123 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 2022

Affluere Investments, 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. Affluere Investments, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 812470248 · Affluere Investments, Inc. PY 2022 · Profit Sharing

Affluere Investments, Inc. Retirement Plan · $1M · 5 · 28th

  • BOOK $1M
  • BOOK 5
  • BOOK 28th
  • BOOK Profit Sharing
  • BOOK near Kathleen Knapp, D.O., P.C. Profit Sharing Plan
  • BOOK ind #1142

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 Wholesale Trade retirement plans → · Plans in Tennessee →

Affluere Investments, Inc. Retirement Plan in the asset neighbourhood

Affluere Investments, Inc. Retirement PlanAffluere Investments, Inc. R…$1MKathleen Knapp, D.O., P.C. Profit Sharing PlanKathleen Knapp, D.O., P.C. P…$1MJack G. Bannister Profit Sharing PlanJack G. Bannister Profit Sha…$1MJose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement PlanJose Raul Montes Eyes & Faci…$1MMelesky Enterprises, Inc. Profit Sharing PlanMelesky Enterprises, Inc. Pr…$1M
End-of-year total assets ($M) among Affluere Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Affluere Investments, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Affluere Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.7000306239709891% vs 2022
2024 filing year
$1.2M$1.25M$1.3M$1.35M 202220232024 $1.32M $1.33M ▲ +0.8%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 6 $1M
2024 1 5 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$108K
Employer EIN812470248
Plan Effective Date2016-04-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

Affluere Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600 Total assets ($M) Participants Affluere Investments, Inc. Retirement Plan, Total assets ($M): 1.319228 · Participants: 5Affluere Investments, Inc. Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 463.186741 · Participants: 5937Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 77.087682 · Participants: 740Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 65.745095 · Participants: 1451New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 53.69646 · Participants: 236Ulps Employee Savings PlanUniversity School of Nashville Retirement Plan, Total assets ($M): 33.845021 · Participants: 209University School of Nashville Retirement Plan
Affluere Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Affluere Investments, Inc. Retirement Plan side-by-side with 3 peers →

Affluere Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Kathleen Knapp, D.O., P.C. Profit Sharing Plan in MI ($1M); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Affluere Investments, Inc. Retirement Plan assets move in 2022? ▼
Affluere Investments, Inc. Retirement Plan grew at a solid clip - up 8.9% during 2022, from $1M to $1M. Reported net income was $108K.
How have Affluere Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affluere Investments, Inc.'s sponsor-wide assets grew 0.7%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Affluere Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kathleen Knapp, D.O., P.C. Profit Sharing Plan in MI ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Affluere Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812470248.

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.