Profit Sharing · DOL Form 5500 · 2022
Bartlett Ventures Incorporated Profit Sharing Plan
Data updated 2026-08-25
- $95K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $94,995
- Avg per participant Below avg balance/head
Official DOL plan name: Bartlett Ventures Inc Retirement Plan · Sponsored by Bartlett Ventures Incorporated · North Carolina · Food Services & Accommodation
$95K in assets, 1 participants
Bartlett Ventures Incorporated's Bartlett Ventures Inc Retirement Plan reported $95K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 6th 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.
- #665 in Food Services & Accommodation (4,592 peers)
Bartlett Ventures Incorporated multi-year trail
Bartlett Ventures Incorporated's plans moved +94.7% in assets from 2022 to 2024; this filing shows Bartlett Ventures Inc Retirement Plan at $95K / 1 participant.
- #665
- in Food Services & Accommodation (4,592 peers)
- +0.0%
- assets growth YoY
Bartlett Ventures Inc Retirement Plan among the smaller filed plans by assets
Bartlett Ventures Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$94,995 6th percentile higher than 6% 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
Bartlett 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. Bartlett Ventures Inc Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 844433987 · Bartlett Ventures Incorporated PY 2022 · Profit Sharing
Bartlett Ventures Inc Retirement Plan · $95K · 1 · 6th
- NET $95K
- NET 1
- NET 6th
- NET Profit Sharing
- NET near Jezercak Holding Company Retirement Plan
- NET ind #665
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 North Carolina →
Bartlett Ventures Inc Retirement Plan in the asset neighbourhood
Bartlett Ventures Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Bartlett Ventures Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $185K 94.7386704563398% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $95K |
| 2023 | 1 | 1 | $182K |
| 2024 | 1 | 1 | $185K |
Bartlett Ventures Incorporated filing trail (2022)
| Total Assets (Beginning of Year) | $95K |
|---|---|
| Net Assets (End of Year) | $95K |
| Employer EIN | 844433987 |
| Plan Effective Date | 2020-01-26 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $1.9B · 29,251
- Wakemed Retirement Savings Plan $1.1B · 11,689
- Charter Communications, Inc. Retirement Accumulation Plan $993M · 88,468
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $95M · 5,217
- Baker & Taylor Retirement Savings Plan $60M · 1,358
Bartlett Ventures Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Jezercak Holding Company Retirement Plan in TX ($95K); 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 ($95K 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.