Profit Sharing · DOL Form 5500 · 2022

Liz Mondloch Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$389K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$194,588
Avg per participant Above avg balance/head
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Official DOL plan name: Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan · Sponsored by Liz Mondloch Enterprises, Inc. · Iowa · Retail Trade

$389K in assets, 2 participants

Liz Mondloch Enterprises, Inc.'s Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan reported $389K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,328 in Retail Trade (9,519 peers)

Liz Mondloch Enterprises, Inc. multi-year trail

Liz Mondloch Enterprises, Inc.'s plans moved +56.9% in assets from 2022 to 2024; this filing shows Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan at $389K / 2 participants.

#2,328
in Retail Trade (9,519 peers)
-0.0%
assets change YoY

The plan reported a net loss of $5 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan among the smaller filed plans by assets

Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$389,176 16th percentile higher than 16% 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

Liz Mondloch Enterprises Inc. Pension Transfer Trust 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. Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 462028620 · Liz Mondloch Enterprises, Inc. PY 2022 · Profit Sharing

Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan · $389K · 2 · 16th

  • EIN $389K
  • EIN 2
  • EIN 16th
  • EIN Profit Sharing
  • EIN near Absolute Bonifay Corp. Retirement Plan
  • EIN ind #2328

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 Iowa →

Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan in the asset neighbourhood

Liz Mondloch Enterprises Inc. Pension Transfer Trust PlanLiz Mondloch Enterprises Inc…$389KAbsolute Bonifay Corp. Retirement PlanAbsolute Bonifay Corp. Retir…$389KTimoteo Torres Santiago Retirement PlanTimoteo Torres Santiago Reti…$389KT at Four Enterprises, Inc. Profit Sharing PlanT at Four Enterprises, Inc. …$389KPtss9010 Inc. Retirement Plan$389K
End-of-year total assets ($M) among Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Liz Mondloch Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Liz Mondloch Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$611K 56.901504717659876% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.39M $0.61M ▲ +56.4%
Year Plans Participants Total Assets
2022 1 2 $389K
2023 1 3 $394K
2024 1 3 $611K

Liz Mondloch Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$389K
Net Assets (End of Year)$389K
Net Income-$5
Employer EIN462028620
Plan Effective Date2013-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

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

Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -50510152025 Total assets ($M) Participants Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan, Total assets ($M): 0.389176 · Participants: 2Liz Mondloch Enterprises Inc. Pension Transfer Trust PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 21.182486 · Participants: 12Liberty Pattern Company Profit Sharing PlanCambridge Investment Group, Inc. Profit Sharing Plan, Total assets ($M): 17.001274 · Participants: 772Cambridge Investment Group, Inc. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 16.565021 · Participants: 219Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 14.749988 · Participants: 227Ts Banking Group Savings PlanHwh Corporation Employees' Profit Sharing Plan and Trust, Total assets ($M): 14.268608 · Participants: 80Hwh Corporation Employees' Profit Sharing Plan and Trust
Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan side-by-side with 3 peers →

Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Absolute Bonifay Corp. Retirement Plan in FL ($389K); 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 ($389K here).

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 Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan assets move in 2022? ▼
Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan held essentially flat - down 0.0% during 2022, from $389K to $389K. Reported net income was -$5.
How have Liz Mondloch Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liz Mondloch Enterprises, Inc.'s sponsor-wide assets grew 56.9%, from $389K to $611K.
Where does Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan rank by assets among Form 5500 filers? ▼
Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan ranks in the 16th 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 Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Absolute Bonifay Corp. Retirement Plan in FL ($389K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462028620.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.