Profit Sharing · DOL Form 5500 · 2022

Creekside Strategy Group, Inc Profit Sharing Plan

Data updated 2026-08-25

$27K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$26,631
Avg per participant Low balance/head
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Official DOL plan name: Creekside Strategy Group, Inc. Profit Sharing Plan · Sponsored by Creekside Strategy Group, Inc · Tennessee · Professional & Technical Services

$27K in assets, 1 participants

Creekside Strategy Group, Inc's Creekside Strategy Group, Inc. Profit Sharing Plan reported $27K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #432 in Professional & Technical Services (21,562 peers)

2022 asset change

Creekside Strategy Group, Inc. Profit Sharing Plan contracted severely 40.3% in 2022 ($45K → $27K) for 1 participant.

#432
in Professional & Technical Services (21,562 peers)
-40.3%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Creekside Strategy Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

Creekside Strategy Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$26,631 2nd percentile higher than 2% 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

Creekside Strategy Group, 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. Creekside Strategy Group, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 202555993 · Creekside Strategy Group, Inc PY 2022 · Profit Sharing

Creekside Strategy Group, Inc. Profit Sharing Plan · $27K · 1 · 2nd

  • TYPE $27K
  • NET 1
  • BOOK 2nd
  • VS-ST Profit Sharing
  • BOY near Enjoying Our Golden Years Inc Retirement Plan
  • SCH ind #432

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Creekside Strategy Group, Inc. Profit Sharing Plan in the asset neighbourhood

Creekside Strategy Group, Inc. Profit Sharing PlanCreekside Strategy Group, In…$27KEnjoying Our Golden Years Inc Retirement PlanEnjoying Our Golden Years In…$27KChrispro, Inc. Retirement PlanChrispro, Inc. Retirement Pl…$27KLj Mongil Casasnovas Retirement PlanLj Mongil Casasnovas Retirem…$27KZr Utah One Inc. Retirement PlanZr Utah One Inc. Retirement …$26K
End-of-year total assets ($M) among Creekside Strategy Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Creekside Strategy Group, Inc years around the 2022 move

Sponsor-wide plan assets over time

All Creekside Strategy Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$25K 6.85291577484886% vs 2022
2024 filing year
$0.02M$0.02M$0.03M$0.03M$0.04M 202220232024 $0.03M $0.02M ▼ -33.3%
Year Plans Participants Total Assets
2022 1 1 $27K
2023 1 1 $22K
2024 1 1 $25K

2022 asset-move particulars

Total Assets (Beginning of Year)$45K
Net Assets (End of Year)$27K
Net Income-$18K
Employer EIN202555993
Plan Effective Date2005-03-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

Creekside Strategy Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600 Total assets ($M) Participants Creekside Strategy Group, Inc. Profit Sharing Plan, Total assets ($M): 0.026631 · Participants: 1Creekside Strategy Group, Inc. Profit Sharing 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
Creekside Strategy Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Creekside Strategy Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Creekside Strategy Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Enjoying Our Golden Years Inc Retirement Plan in OH ($27K); 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 ($27K 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.

Frequently Asked Questions

How did Creekside Strategy Group, Inc. Profit Sharing Plan assets move in 2022? ▼
Creekside Strategy Group, Inc. Profit Sharing Plan contracted severely - down 40.3% during 2022, from $45K to $27K. Reported net income was -$18K.
How have Creekside Strategy Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Creekside Strategy Group, Inc's sponsor-wide assets declined 6.9%, from $27K to $25K.
Where does Creekside Strategy Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Creekside Strategy Group, Inc. Profit Sharing Plan ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Creekside Strategy Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Enjoying Our Golden Years Inc Retirement Plan in OH ($27K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Creekside Strategy Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 202555993.

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.