Profit Sharing · DOL Form 5500 · 2022
Soon Valley Investments Inc. Profit Sharing Plan
Data updated 2026-08-25
- $33K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $33,000
- Avg per participant Low balance/head
Official DOL plan name: Soon Valley Investments Inc. Retirement Plan · Sponsored by Soon Valley Investments Inc. · Texas · Finance & Insurance
$33K in assets, 1 participants
Soon Valley Investments Inc.'s Soon Valley Investments Inc. Retirement Plan reported $33K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.
- #162 in Finance & Insurance (9,261 peers)
2022 asset change
Soon Valley Investments Inc. Retirement Plan contracted severely 73.4% in 2022 ($124K → $33K) for 1 participant.
- #162
- in Finance & Insurance (9,261 peers)
- -73.4%
- assets change YoY
The plan reported a net loss of $91K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Soon Valley Investments Inc. Retirement Plan among the smaller filed plans by assets
Soon Valley Investments Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$33,000 3rd percentile higher than 3% 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
Soon Valley 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. Soon Valley Investments Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 861244224 · Soon Valley Investments Inc. PY 2022 · Profit Sharing
Soon Valley Investments Inc. Retirement Plan · $33K · 1 · 3rd
- VS-ST $33K
- BOY 1
- SCH 3rd
- EBSA Profit Sharing
- PART near Pirate's Pointe Inc. Profit Sharing Plan
- TYPE ind #162
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 Finance & Insurance retirement plans → · Plans in Texas →
Soon Valley Investments Inc. Retirement Plan in the asset neighbourhood
Soon Valley Investments Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Soon Valley Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $33K |
| 2023 | 1 | 1 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $124K |
|---|---|
| Net Assets (End of Year) | $33K |
| Net Income | -$91K |
| Employer EIN | 861244224 |
| Plan Effective Date | 2021-01-07 |
| 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
Soon Valley Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Pirate's Pointe Inc. Profit Sharing Plan in FL ($33K); by covered participants it is Stephen C. Nippert, Dvm Profit Sharing Plan in NY (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.