Profit Sharing · DOL Form 5500 · 2023

Five Tales Hospitality Co. Profit Sharing Plan

Data updated 2026-08-25

$518K
Total assets Small plan by assets
4
Participants Small participant base
18th
Percentile by assets National rank
$129,610
Avg per participant Near avg balance/head
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Official DOL plan name: Five Tales Hospitality Co. Retirement Plan · Sponsored by Five Tales Hospitality Co. · Maine · Food Services & Accommodation

$518K in assets, 4 participants

Five Tales Hospitality Co.'s Five Tales Hospitality Co. Retirement Plan reported $518K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,833 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Five Tales Hospitality Co. Retirement Plan ranks #1,833 of 3,828 2023 filers by assets (3774% of the sector average)-$518K for 4 participants.

#1,833
in Food Services & Accommodation (3,828 peers)
-40.6%
assets change YoY

The plan reported a net loss of $354K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Five Tales Hospitality Co. Retirement Plan among the smaller filed plans by assets

Five Tales Hospitality Co. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$518,441 18th percentile higher than 18% of 127,068 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 2023

Five Tales Hospitality Co. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Five Tales Hospitality Co. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Five Tales Hospitality Co. Retirement Plan reported net income fell from $80K in the plan year 2022 filing to -$354K in the plan year 2023 filing.
  • Five Tales Hospitality Co. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Five Tales Hospitality Co. Retirement Plan end-of-year assets fell from $873K in the plan year 2022 filing to $518K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 834473157 · Five Tales Hospitality Co. PY 2023 · Profit Sharing

Five Tales Hospitality Co. Retirement Plan · $518K · 4 · 18th

  • SCH $518K
  • EBSA 4
  • PART 18th
  • TYPE Profit Sharing
  • NET near Industrial Fittings and Valves, Inc. Profit Sharing Plan
  • BOOK ind #1833

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 Food Services & Accommodation retirement plans → · Plans in Maine →

Five Tales Hospitality Co. Retirement Plan in the asset neighbourhood

Five Tales Hospitality Co. Retirement PlanFive Tales Hospitality Co. R…$518KIndustrial Fittings and Valves, Inc. Profit Sharing PlanIndustrial Fittings and Valv…$518KRj Reyes Perez Retirement PlabnRj Reyes Perez Retirement Pl…$519KGrayduck Inc. Retirement Plan$518KJoseph a Besser Basic$518K
End-of-year total assets ($M) among Five Tales Hospitality Co. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$873K
Net Assets (End of Year)$518K
Net Income-$354K
Employer EIN834473157
Plan Effective Date2019-04-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Five Tales Hospitality Co.)

Sponsor-wide plan assets over time

All Five Tales Hospitality Co. plans reported in each filing year

Latest sponsor-wide plan assets
$501K 42.6038425615549% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.87M $0.5M ▼ -42.5%
Year Plans Participants Total Assets
2022 1 2 $873K
2023 1 4 $518K
2024 1 2 $501K

Nearby Profit Sharing Plans in Maine

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

Five Tales Hospitality Co. Retirement Plan vs. nearby Profit Sharing plans in Maine, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -200204060 Total assets ($M) Participants Five Tales Hospitality Co. Retirement Plan, Total assets ($M): 0.518441 · Participants: 4Five Tales Hospitality Co. Retirement PlanI.B.E.W. Local 1253 Retirement Plan, Total assets ($M): 50.485571 · Participants: 477I.B.E.W. Local 1253 Retirement PlanPenobscot Community Health Center 403(b) Plan, Total assets ($M): 35.916028 · Participants: 805Penobscot Community Health Center 403(b) PlanMillinocket Regional Hospital Partnership Retirement Plan, Total assets ($M): 25.032197 · Participants: 181Millinocket Regional Hospital Partnership Retirement PlanMaine Dartmouth Family Medicine Residency 403(b) Plan, Total assets ($M): 24.319011 · Participants: 118Maine Dartmouth Family Medicine Residency 403(b) PlanShaw Brothers Construction Profit Sharing Plan, Total assets ($M): 23.930854 · Participants: 214Shaw Brothers Construction Profit Sharing Plan
Five Tales Hospitality Co. Retirement Plan vs. nearby Profit Sharing plans in Maine, assets vs. participants
Compare Five Tales Hospitality Co. Retirement Plan side-by-side with 3 peers →

Five Tales Hospitality Co. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maine, the nearest Profit Sharing by assets is Industrial Fittings and Valves, Inc. Profit Sharing Plan in PR ($518K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($518K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Five Tales Hospitality Co. Retirement Plan assets move in 2023? ▼
Five Tales Hospitality Co. Retirement Plan contracted severely - down 40.6% during 2023, from $873K to $518K. Reported net income was -$354K.
How have Five Tales Hospitality Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Five Tales Hospitality Co.'s sponsor-wide assets declined 42.6%, from $873K to $501K.
Where does Five Tales Hospitality Co. Retirement Plan rank by assets among Form 5500 filers? ▼
Five Tales Hospitality Co. Retirement Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Five Tales Hospitality Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Industrial Fittings and Valves, Inc. Profit Sharing Plan in PR ($518K, 45 participants).
Which Profit Sharing plans cover a similar participant headcount to Five Tales Hospitality Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 834473157.

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.