Profit Sharing · DOL Form 5500 · 2022
Karoka Ventures Inc. Profit Sharing Plan
Data updated 2026-08-25
- $11K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $11,089
- Avg per participant Low balance/head
Official DOL plan name: Karoka Ventures Inc. Retirement Plan · Sponsored by Karoka Ventures Inc. · Alabama · Retail Trade
$11K in assets, 1 participants
Karoka Ventures Inc.'s Karoka Ventures Inc. Retirement Plan reported $11K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 1st 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.
- #175 in Retail Trade (9,519 peers)
2022 asset change
Karoka Ventures Inc. Retirement Plan declined sharply 29.5% in 2022 ($16K → $11K) for 1 participant.
- #175
- in Retail Trade (9,519 peers)
- -29.5%
- assets change YoY
The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Karoka Ventures Inc. Retirement Plan among the smaller filed plans by assets
Karoka Ventures Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,089 1st percentile higher than 1% 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
Karoka 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. Karoka Ventures Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 852123542 · Karoka Ventures Inc. PY 2022 · Profit Sharing
Karoka Ventures Inc. Retirement Plan · $11K · 1 · 1st
- PART $11K
- PART 1
- PART 1st
- PART Profit Sharing
- PART near P & D Consulting, Inc. Retirement Plan
- PART ind #175
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 Retail Trade retirement plans → · Plans in Alabama →
Karoka Ventures Inc. Retirement Plan in the asset neighbourhood
Karoka Ventures Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Karoka Ventures Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $11K |
| 2023 | 1 | 1 | $8K |
| 2024 | 1 | 1 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $16K |
|---|---|
| Net Assets (End of Year) | $11K |
| Net Income | -$5K |
| Employer EIN | 852123542 |
| Plan Effective Date | 2020-07-31 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Health Care Authority for Baptist Health Matching Dollar Plan $38M · 2,454
- Pathology Associates, P.C. Profit Sharing Plan and Trust $27M · 41
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $22M · 14
- Auto Investment, Inc. 401(k) Plan $20M · 362
- Aerie Aerospace 401(k) Profit Sharing Plan $16M · 246
Karoka Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is P & D Consulting, Inc. Retirement Plan in CA ($11K); 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 ($11K 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.