Profit Sharing · DOL Form 5500 · 2022
Padula Investments, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $45
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 0th
- Percentile by assets National rank
- $23
- Avg per participant Low balance/head
Official DOL plan name: Padula Investments, Inc. Retirement Plan · Sponsored by Padula Investments, Inc. · Texas · Educational Services
$45 in assets, 2 participants
Padula Investments, Inc.'s Padula Investments, Inc. Retirement Plan reported $45 in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 0th 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.
- #5 in Educational Services (4,024 peers)
2022 asset change
Padula Investments, Inc. Retirement Plan contracted severely 100.0% in 2022 ($118K → $45) for 2 participants.
- #5
- in Educational Services (4,024 peers)
- -100.0%
- assets change YoY
The plan reported a net loss of $118K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Padula Investments, Inc. Retirement Plan among the smaller filed plans by assets
Padula Investments, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$45 0th percentile higher than 0% 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
Padula Investments, 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. Padula Investments, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 831384886 · Padula Investments, Inc. PY 2022 · Profit Sharing
Padula Investments, Inc. Retirement Plan · $45 · 2 · 0th
- SCH $45
- SCH 2
- SCH 0th
- SCH Profit Sharing
- SCH near Wam Partners, Inc. Retirement Plan
- SCH ind #5
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 Educational Services retirement plans → · Plans in Texas →
Padula Investments, Inc. Retirement Plan in the asset neighbourhood
Padula Investments, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Padula Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $45 |
| 2023 | 1 | 2 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $118K |
|---|---|
| Net Assets (End of Year) | $45 |
| Net Income | -$118K |
| Employer EIN | 831384886 |
| Plan Effective Date | 2018-08-09 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
Padula Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Wam Partners, Inc. Retirement Plan in UT ($42); 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 ($45 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.