Profit Sharing · DOL Form 5500 · 2022

Onward Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
37th
Percentile by assets National rank
$131,595
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Onward Holdings, Inc. Retirement Plan · Sponsored by Onward Holdings, Inc. · North Carolina · Manufacturing

$3M in assets, 19 participants

Onward Holdings, Inc.'s Onward Holdings, Inc. Retirement Plan reported $3M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,266 in Manufacturing (20,602 peers)

2022 asset change

Onward Holdings, Inc. Retirement Plan grew at a solid clip 9.3% in 2022 ($2M → $3M) for 19 participants.

#4,266
in Manufacturing (20,602 peers)
+9.3%
assets growth YoY

Onward Holdings, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Onward Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$2,500,313 37th percentile higher than 37% 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

Onward Holdings, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Onward Holdings, Inc. Retirement Plan is a small filing (19 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 455342348 · Onward Holdings, Inc. PY 2022 · Profit Sharing

Onward Holdings, Inc. Retirement Plan · $3M · 19 · 37th

  • PCT $3M
  • PCT 19
  • PCT 37th
  • PCT Profit Sharing
  • PCT near Cez Automotive Inc. Retirement Plan
  • PCT ind #4266

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 Manufacturing retirement plans → · Plans in North Carolina →

Onward Holdings, Inc. Retirement Plan in the asset neighbourhood

Onward Holdings, Inc. Retirement PlanOnward Holdings, Inc. Retire…$3MCez Automotive Inc. Retirement PlanCez Automotive Inc. Retireme…$3MMap Holdings, Inc. Retirement PlanMap Holdings, Inc. Retiremen…$3MShk Holdings Inc. Retirement PlanShk Holdings Inc. Retirement…$3MKenneth D Schmidt Ground Water Qty Consultant Profit Sharing PlanKenneth D Schmidt Ground Wat…$2M
End-of-year total assets ($M) among Onward Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Onward Holdings, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Onward Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.463855125338307% vs 2022
2024 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M 202220232024 $2.5M $2.26M ▼ -9.6%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 16 $2M
2024 1 15 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$213K
Employer EIN455342348
Plan Effective Date2012-05-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Onward Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Onward Holdings, Inc. Retirement Plan, Total assets ($B): 0.002500313 · Participants: 19Onward Holdings, Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Onward Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Onward Holdings, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Cez Automotive Inc. Retirement Plan in FL ($3M); by covered participants it is Crivelli Ford, Inc. Profit Sharing Plan in PA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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.

Frequently Asked Questions

How did Onward Holdings, Inc. Retirement Plan assets move in 2022?
Onward Holdings, Inc. Retirement Plan grew at a solid clip - up 9.3% during 2022, from $2M to $3M. Reported net income was $213K.
How have Onward Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Onward Holdings, Inc.'s sponsor-wide assets declined 9.5%, from $3M to $2M.
Which Profit Sharing plans are similar in size to Onward Holdings, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Cez Automotive Inc. Retirement Plan in FL ($3M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Onward Holdings, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Crivelli Ford, Inc. Profit Sharing Plan in PA (19 participants, N/A in assets).