Profit Sharing · DOL Form 5500 · 2022
Happy and Free Ventures Inc. Profit Sharing Plan
Data updated 2026-08-25
- $272K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $54,354
- Avg per participant Low balance/head
Official DOL plan name: Happy and Free Ventures Inc. Retirement Plan · Sponsored by Happy and Free Ventures Inc. · Florida · Educational Services
$272K in assets, 5 participants
Happy and Free Ventures Inc.'s Happy and Free Ventures Inc. Retirement Plan reported $272K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.
- #392 in Educational Services (4,024 peers)
Happy and Free Ventures Inc. multi-year trail
Happy and Free Ventures Inc.'s plans moved -98.6% in assets from 2022 to 2024; this filing shows Happy and Free Ventures Inc. Retirement Plan at $272K / 5 participants.
- #392
- in Educational Services (4,024 peers)
- +10.5%
- assets growth YoY
Happy and Free Ventures Inc. Retirement Plan among the smaller filed plans by assets
Happy and Free Ventures Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$271,768 13th percentile higher than 13% 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
Happy and Free Ventures 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. Happy and Free Ventures Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 834087527 · Happy and Free Ventures Inc. PY 2022 · Profit Sharing
Happy and Free Ventures Inc. Retirement Plan · $272K · 5 · 13th
- PHOTO $272K
- PHOTO 5
- PHOTO 13th
- PHOTO Profit Sharing
- PHOTO near Luke Krumnow, Inc. Employees Profit Sharing Plan
- PHOTO ind #392
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 Educational Services retirement plans → · Plans in Florida →
Happy and Free Ventures Inc. Retirement Plan in the asset neighbourhood
Happy and Free Ventures Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Happy and Free Ventures Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4K 98.61389126019252% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $272K |
| 2023 | 1 | 6 | $4K |
| 2024 | 1 | 6 | $4K |
Happy and Free Ventures Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $246K |
|---|---|
| Net Assets (End of Year) | $272K |
| Net Income | $26K |
| Employer EIN | 834087527 |
| Plan Effective Date | 2019-06-03 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
Happy and Free Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX ($272K); by covered participants it is Unit Design Inc Ps in LA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($272K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Unit Design Inc Ps (LA) 5 · 0 off
- Kull N Claude Fleet Services, Inc. Profit Sharing Plan (MN) 5 · 0 off
- Nomax Inc. Retirement Plan (LA) 5 · 0 off
- Krogman Haus Inc. Retirement Plan (WI) 5 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.