Profit Sharing · DOL Form 5500 · 2022
Oz Ventures Inc. Profit Sharing Plan
Data updated 2026-08-25
- $250K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $125,133
- Avg per participant Near avg balance/head
Official DOL plan name: Oz Ventures Inc. Profit Sharing Plan · Sponsored by Oz Ventures Inc. · Ohio · Retail Trade
$250K in assets, 2 participants
Oz Ventures Inc.'s Oz Ventures Inc. Profit Sharing Plan reported $250K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #1,785 in Retail Trade (9,519 peers)
Oz Ventures Inc. multi-year trail
Oz Ventures Inc.'s plans moved +13.2% in assets from 2022 to 2024; this filing shows Oz Ventures Inc. Profit Sharing Plan at $250K / 2 participants.
- #1,785
- in Retail Trade (9,519 peers)
- +15.6%
- assets growth YoY
Oz Ventures Inc. Profit Sharing Plan among the smaller filed plans by assets
Oz Ventures Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$250,265 12th percentile higher than 12% 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
Oz 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. Oz Ventures Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 272406359 · Oz Ventures Inc. PY 2022 · Profit Sharing
Oz Ventures Inc. Profit Sharing Plan · $250K · 2 · 12th
- PART $250K
- TYPE 2
- NET 12th
- BOOK Profit Sharing
- VS-ST near Anr Ventures, Inc. Retirement Plan
- BOY ind #1785
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 Ohio →
Oz Ventures Inc. Profit Sharing Plan in the asset neighbourhood
Oz Ventures Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Oz Ventures Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $283K 13.156054582142929% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $250K |
| 2023 | 1 | 2 | $262K |
| 2024 | 1 | 2 | $283K |
Oz Ventures Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $217K |
|---|---|
| Net Assets (End of Year) | $250K |
| Net Income | $34K |
| Employer EIN | 272406359 |
| Plan Effective Date | 2010-04-22 |
| 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
Oz 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 Anr Ventures, Inc. Retirement Plan in CA ($250K); 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 ($250K 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.