Profit Sharing · DOL Form 5500 · 2022
My Happy Place Ventures, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $340K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $169,774
- Avg per participant Above avg balance/head
Official DOL plan name: My Happy Place Ventures Inc. Retirement Plan · Sponsored by My Happy Place Ventures, Inc. · Ohio · Other Services
$340K in assets, 2 participants
My Happy Place Ventures, Inc.'s My Happy Place Ventures Inc. Retirement Plan reported $340K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.
- #2,672 in Other Services (8,398 peers)
2022 asset change
My Happy Place Ventures Inc. Retirement Plan declined sharply 20.7% in 2022 ($428K → $340K) for 2 participants.
- #2,672
- in Other Services (8,398 peers)
- -20.7%
- assets change YoY
The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
My Happy Place Ventures Inc. Retirement Plan among the smaller filed plans by assets
My Happy Place Ventures Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$339,547 15th percentile higher than 15% 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
My Happy Place 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. My Happy Place Ventures Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 844068597 · My Happy Place Ventures, Inc. PY 2022 · Profit Sharing
My Happy Place Ventures Inc. Retirement Plan · $340K · 2 · 15th
- SCH $340K
- EBSA 2
- PART 15th
- TYPE Profit Sharing
- NET near C. Picaporte Adanez Retirement Plan
- BOOK ind #2672
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 →
My Happy Place Ventures Inc. Retirement Plan in the asset neighbourhood
My Happy Place Ventures, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All My Happy Place Ventures, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $324K 4.584343257339926% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $340K |
| 2023 | 1 | 2 | $305K |
| 2024 | 1 | 2 | $324K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $428K |
|---|---|
| Net Assets (End of Year) | $340K |
| Net Income | -$88K |
| Employer EIN | 844068597 |
| Plan Effective Date | 2020-01-02 |
| Filing Status | FILING RECEIVED |
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
My Happy Place Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is C. Picaporte Adanez Retirement Plan in PR ($339K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($340K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.