Profit Sharing · DOL Form 5500 · 2022

Creative Finance & Investments, LLC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$619,306
Avg per participant High balance/head
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Official DOL plan name: Creative Finance & Investments, LLC Profit Sharing · Sponsored by Creative Finance & Investments, LLC · Montana · Finance & Insurance

$1M in assets, 2 participants

Creative Finance & Investments, LLC's Creative Finance & Investments, LLC Profit Sharing reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,689 in Finance & Insurance (9,261 peers)

Creative Finance & Investments, LLC multi-year trail

Creative Finance & Investments, LLC's plans moved +17.5% in assets from 2022 to 2024; this filing shows Creative Finance & Investments, LLC Profit Sharing at $1M / 2 participants.

#1,689
in Finance & Insurance (9,261 peers)
-0.1%
assets change YoY

The plan reported a net loss of $716 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Creative Finance & Investments, LLC Profit Sharing among the smaller filed plans by assets

Creative Finance & Investments, LLC Profit Sharing vs every filed plan by assets

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

$1,238,612 27th percentile higher than 27% 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

Creative Finance & Investments, LLC Profit Sharing among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Creative Finance & Investments, LLC Profit Sharing is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 721558979 · Creative Finance & Investments, LLC PY 2022 · Profit Sharing

Creative Finance & Investments, LLC Profit Sharing · $1M · 2 · 27th

  • IND $1M
  • IND 2
  • IND 27th
  • IND Profit Sharing
  • IND near Mcg Hardware Company Profit Sharing Plan
  • IND ind #1689

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 Finance & Insurance retirement plans → · Plans in Montana →

Creative Finance & Investments, LLC Profit Sharing in the asset neighbourhood

Creative Finance & Investments, LLC Profit SharingCreative Finance & Investmen…$1MMcg Hardware Company Profit Sharing PlanMcg Hardware Company Profit …$1MJohn D. Woliver Profit Sharing PlanJohn D. Woliver Profit Shari…$1MSandra Perez Santiago Retirement PlanSandra Perez Santiago Retire…$1MAnderson Online Inc. Retirement PlanAnderson Online Inc. Retirem…$1M
End-of-year total assets ($M) among Creative Finance & Investments, LLC Profit Sharing and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Creative Finance & Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Creative Finance & Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 17.482472315785735% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M 202220232024 $1.24M $1.46M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Creative Finance & Investments, LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$716
Employer EIN721558979
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

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

Creative Finance & Investments, LLC Profit Sharing vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000100200300400500 -20020406080 Total assets ($M) Participants Creative Finance & Investments, LLC Profit Sharing, Total assets ($M): 1.238612 · Participants: 2Creative Finance & Investments, LLC Profit SharingCushing Terrell 401(k) Retirement Plan, Total assets ($M): 60.760954 · Participants: 424Cushing Terrell 401(k) Retirement PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 16.757364 · Participants: 28Okeefe Drilling Company Profit-Sharing TrustBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 16.634382 · Participants: 244Barrett Hospital Development Corporation 403(b) PlanLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 13.111631 · Participants: 155Langlas & Associates, Inc. Profit Sharing PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 10.034176 · Participants: 71Blue Rock Products Company Profit Sharing Plan
Creative Finance & Investments, LLC Profit Sharing vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Creative Finance & Investments, LLC Profit Sharing side-by-side with 3 peers →

Creative Finance & Investments, LLC Profit Sharing's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is Mcg Hardware Company Profit Sharing Plan in GA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Creative Finance & Investments, LLC Profit Sharing assets move in 2022? ▼
Creative Finance & Investments, LLC Profit Sharing held essentially flat - down 0.1% during 2022, from $1M to $1M. Reported net income was -$716.
How have Creative Finance & Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Creative Finance & Investments, LLC's sponsor-wide assets grew 17.5%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Creative Finance & Investments, LLC Profit Sharing? ▼
Among Profit Sharing plans in other states, the closest by assets is Mcg Hardware Company Profit Sharing Plan in GA ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Creative Finance & Investments, LLC Profit Sharing? ▼
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 721558979.

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.