Profit Sharing · DOL Form 5500 · 2022

Barta Enterprises Inc. Profit Sharing Plan

Data updated 2026-08-25

$67K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$66,977
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barta Enterprises Inc. Retirement Plan · Sponsored by Barta Enterprises Inc. · Ohio · Food Services & Accommodation

$67K in assets, 1 participants

Barta Enterprises Inc.'s Barta Enterprises Inc. Retirement Plan reported $67K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

  • #488 in Food Services & Accommodation (4,592 peers)

Barta Enterprises Inc. multi-year trail

Barta Enterprises Inc.'s plans moved -12.0% in assets from 2022 to 2024; this filing shows Barta Enterprises Inc. Retirement Plan at $67K / 1 participant.

#488
in Food Services & Accommodation (4,592 peers)
+4.3%
assets growth YoY

Barta Enterprises Inc. Retirement Plan among the smaller filed plans by assets

Barta Enterprises Inc. Retirement Plan vs every filed plan by assets

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

$66,977 4th percentile higher than 4% 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

Barta Enterprises 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. Barta Enterprises Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 821275714 · Barta Enterprises Inc. PY 2022 · Profit Sharing

Barta Enterprises Inc. Retirement Plan · $67K · 1 · 4th

  • SCH $67K
  • EBSA 1
  • PART 4th
  • TYPE Profit Sharing
  • NET near Fmw Visions Inc. Retirement Plan
  • BOOK ind #488

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

Barta Enterprises Inc. Retirement Plan in the asset neighbourhood

Barta Enterprises Inc. Retirement PlanBarta Enterprises Inc. Retir…$67KFmw Visions Inc. Retirement PlanFmw Visions Inc. Retirement …$67KCasas Enterprises Corp. Retirement PlanCasas Enterprises Corp. Reti…$67KDown for Good Corp. Retirement PlanDown for Good Corp. Retireme…$67KBig Bear Enterprises, Inc. Profit Sharing PlanBig Bear Enterprises, Inc. P…$67K
End-of-year total assets ($M) among Barta Enterprises Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Barta Enterprises Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Barta Enterprises Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59K 11.9653015214178% vs 2022
2024 filing year
$0.04M$0.05M$0.06M$0.07M$0.08M 202220232024 $0.07M $0.06M ▼ -14.3%
Year Plans Participants Total Assets
2022 1 1 $67K
2023 1 1 $49K
2024 1 2 $59K

Barta Enterprises Inc. filing trail (2022)

Total Assets (Beginning of Year)$64K
Net Assets (End of Year)$67K
Net Income$3K
Employer EIN821275714
Plan Effective Date2017-04-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Barta Enterprises Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Barta Enterprises Inc. Retirement Plan, Total assets ($B): 0.000066977 · Participants: 1Barta Enterprises Inc. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Barta Enterprises Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Barta Enterprises Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Fmw Visions Inc. Retirement Plan in GA ($67K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

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 Barta Enterprises Inc. Retirement Plan assets move in 2022?
Barta Enterprises Inc. Retirement Plan edged up modestly - up 4.3% during 2022, from $64K to $67K. Reported net income was $3K.
How have Barta Enterprises Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Barta Enterprises Inc.'s sponsor-wide assets declined 12.0%, from $67K to $59K.
Where does Barta Enterprises Inc. Retirement Plan rank by assets among Form 5500 filers?
Barta Enterprises Inc. Retirement Plan ranks in the 4th 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 Barta Enterprises Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Fmw Visions Inc. Retirement Plan in GA ($67K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Barta Enterprises Inc. Retirement 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).