Profit Sharing · DOL Form 5500 · 2022

Labella Rosa Properties, Inc. Profit Sharing Plan

Data updated 2026-08-25

$154K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$76,791
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Labella Rosa Properties, Inc. Pension Transfer Trust Plan · Sponsored by Labella Rosa Properties, Inc. · Texas · Real Estate

$154K in assets, 2 participants

Labella Rosa Properties, Inc.'s Labella Rosa Properties, Inc. Pension Transfer Trust Plan reported $154K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #654 in Real Estate (5,057 peers)

Labella Rosa Properties, Inc. multi-year trail

Labella Rosa Properties, Inc.'s plans moved -97.2% in assets from 2022 to 2024; this filing shows Labella Rosa Properties, Inc. Pension Transfer Trust Plan at $154K / 2 participants.

#654
in Real Estate (5,057 peers)
-34.4%
assets change YoY

The plan reported a net loss of $81K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Labella Rosa Properties, Inc. Pension Transfer Trust Plan among the smaller filed plans by assets

Labella Rosa Properties, Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$153,581 9th percentile higher than 9% 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

Labella Rosa Properties, 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. Labella Rosa Properties, Inc. Pension Transfer Trust Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 262412011 · Labella Rosa Properties, Inc. PY 2022 · Profit Sharing

Labella Rosa Properties, Inc. Pension Transfer Trust Plan · $154K · 2 · 9th

  • VS-ST $154K
  • BOY 2
  • SCH 9th
  • EBSA Profit Sharing
  • PART near Canabal Cpa Retirement Plan
  • TYPE ind #654

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 Real Estate retirement plans → · Plans in Texas →

Labella Rosa Properties, Inc. Pension Transfer Trust Plan in the asset neighbourhood

Labella Rosa Properties, Inc. Pension Transfer Trust PlanLabella Rosa Properties, Inc…$154KCanabal Cpa Retirement Plan$154KFelson Enterprises, Corp. Retirement PlanFelson Enterprises, Corp. Re…$154KDaniel a. Cacho Serrano Profit Sharing Retirement PlanDaniel a. Cacho Serrano Prof…$154KAmanda Teal Design LLC Profit Sharing PlanAmanda Teal Design LLC Profi…$154K
End-of-year total assets ($M) among Labella Rosa Properties, Inc. Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Labella Rosa Properties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Labella Rosa Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4K 97.20733684505245% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.15M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $154K
2023 1 2 $4K
2024 1 2 $4K

Labella Rosa Properties, Inc. filing trail (2022)

Total Assets (Beginning of Year)$234K
Net Assets (End of Year)$154K
Net Income-$81K
Employer EIN262412011
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Labella Rosa Properties, Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Labella Rosa Properties, Inc. Pension Transfer Trust Plan, Total assets ($B): 0.000153581 · Participants: 2Labella Rosa Properties, Inc. Pension Transfer Trust PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Labella Rosa Properties, Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Labella Rosa Properties, Inc. Pension Transfer Trust Plan side-by-side with 3 peers →

Labella Rosa Properties, Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Canabal Cpa Retirement Plan in PR ($154K); 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 Labella Rosa Properties, Inc. Pension Transfer Trust Plan assets move in 2022? ▼
Labella Rosa Properties, Inc. Pension Transfer Trust Plan contracted severely - down 34.4% during 2022, from $234K to $154K. Reported net income was -$81K.
How have Labella Rosa Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Labella Rosa Properties, Inc.'s sponsor-wide assets declined 97.2%, from $154K to $4K.
Where does Labella Rosa Properties, Inc. Pension Transfer Trust Plan rank by assets among Form 5500 filers? ▼
Labella Rosa Properties, Inc. Pension Transfer Trust Plan ranks in the 9th 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 Labella Rosa Properties, Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Canabal Cpa Retirement Plan in PR ($154K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Labella Rosa Properties, 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 262412011.

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.