Profit Sharing · DOL Form 5500 · 2022
Morgan Legacy Ventures, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $473K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $473,071
- Avg per participant High balance/head
Official DOL plan name: Morgan Legacy Ventures, Inc. Profit Sharing Plan · Sponsored by Morgan Legacy Ventures, Inc. · Ohio · Other Services
$473K in assets, 1 participants
Morgan Legacy Ventures, Inc.'s Morgan Legacy Ventures, Inc. Profit Sharing Plan reported $473K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 18th 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.
- #3,169 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Morgan Legacy Ventures, Inc. Profit Sharing Plan ranks #3,169 of 8,398 2022 filers by assets (4243% of the sector average)-$473K for 1 participant.
- #3,169
- in Other Services (8,398 peers)
- +56.0%
- assets growth YoY
Morgan Legacy Ventures, Inc. Profit Sharing Plan among the smaller filed plans by assets
Morgan Legacy Ventures, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$473,071 18th percentile higher than 18% 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
Morgan Legacy Ventures, Inc. Profit Sharing 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. Morgan Legacy Ventures, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 812375938 · Morgan Legacy Ventures, Inc. PY 2022 · Profit Sharing
Morgan Legacy Ventures, Inc. Profit Sharing Plan · $473K · 1 · 18th
- EIN $473K
- EIN 1
- EIN 18th
- EIN Profit Sharing
- EIN near Jm Colon Soto Retirement Plan
- EIN ind #3169
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 Ohio →
Morgan Legacy Ventures, Inc. Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $303K |
|---|---|
| Net Assets (End of Year) | $473K |
| Net Income | $170K |
| Employer EIN | 812375938 |
| Plan Effective Date | 2016-04-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morgan Legacy Ventures, Inc.)
Sponsor-wide plan assets over time
All Morgan Legacy Ventures, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $396K 16.251471766394474% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $473K |
| 2023 | 1 | 1 | $445K |
| 2024 | 1 | 1 | $396K |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Morgan Legacy Ventures, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Jm Colon Soto Retirement Plan in PR ($473K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($473K here).
- Jm Colon Soto Retirement Plan (PR) $473K · 1
- Heriberto Matos Ruiz Retirement Plan (PR) $473K · 1
- Msna Solutions Inc. Retirement Plan (IL) $473K · N/A
- Youngberg and Youngberg Consulting, Inc. Profit Sharing Plan (NJ) $473K · 2
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.