Profit Sharing · DOL Form 5500 · 2023

Hart Ventures, Inc. Profit Sharing Plan

Data updated 2026-08-25

$347K
Total assets Small plan by assets
3
Participants Small participant base
15th
Percentile by assets National rank
$115,741
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hart Ventures, Inc. Retirement Plan · Sponsored by Hart Ventures, Inc. · Florida · Food Services & Accommodation

$347K in assets, 3 participants

Hart Ventures, Inc.'s Hart Ventures, Inc. Retirement Plan reported $347K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,517 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Hart Ventures, Inc. Retirement Plan ranks #1,517 of 3,828 2023 filers by assets (5635% of the sector average)-$347K for 3 participants.

#1,517
in Food Services & Accommodation (3,828 peers)
-14.6%
assets change YoY

The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hart Ventures, Inc. Retirement Plan among the smaller filed plans by assets

Hart Ventures, Inc. Retirement Plan vs every filed plan by assets

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

$347,222 15th percentile higher than 15% 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

Hart Ventures, Inc. 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. Hart Ventures, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hart Ventures, Inc. Retirement Plan reported net income fell from $10K in the plan year 2022 filing to -$60K in the plan year 2023 filing.
  • Hart Ventures, Inc. Retirement Plan end-of-year assets fell from $407K in the plan year 2022 filing to $347K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 371931170 · Hart Ventures, Inc. PY 2023 · Profit Sharing

Hart Ventures, Inc. Retirement Plan · $347K · 3 · 15th

  • BOY $347K
  • BOY 3
  • BOY 15th
  • BOY Profit Sharing
  • BOY near Mobar Corp. Retirement Plan
  • BOY ind #1517

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 Florida →

Hart Ventures, Inc. Retirement Plan in the asset neighbourhood

Hart Ventures, Inc. Retirement PlanHart Ventures, Inc. Retireme…$347KMobar Corp. Retirement Plan$347KCurreri Enterprises, Inc. Retirement PlanCurreri Enterprises, Inc. Re…$347KSuperior Venture Enterprises, Inc. Retirement PlanSuperior Venture Enterprises…$347KFernando L. Soto Torres Retirement PlanFernando L. Soto Torres Reti…$347K
End-of-year total assets ($M) among Hart Ventures, Inc. 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)$407K
Net Assets (End of Year)$347K
Net Income-$60K
Employer EIN371931170
Plan Effective Date2019-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hart Ventures, Inc.)

Sponsor-wide plan assets over time

All Hart Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$352K 13.414514217718182% vs 2022
2024 filing year
$0.34M$0.36M$0.38M$0.4M$0.42M 202220232024 $0.41M $0.35M ▼ -14.6%
Year Plans Participants Total Assets
2022 1 3 $407K
2023 1 3 $347K
2024 1 3 $352K

Nearby Profit Sharing Plans in Florida

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

Hart Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Hart Ventures, Inc. Retirement Plan, Total assets ($B): 0.000347222 · Participants: 3Hart Ventures, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Hart Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Hart Ventures, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Profit Sharing by assets is Mobar Corp. Retirement Plan in WA ($347K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($347K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Hart Ventures, Inc. Retirement Plan assets move in 2023? ▼
Hart Ventures, Inc. Retirement Plan pulled back noticeably - down 14.6% during 2023, from $407K to $347K. Reported net income was -$60K.
How have Hart Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hart Ventures, Inc.'s sponsor-wide assets declined 13.4%, from $407K to $352K.
Where does Hart Ventures, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Hart Ventures, Inc. Retirement Plan ranks in the 15th 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 Hart Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mobar Corp. Retirement Plan in WA ($347K, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Hart Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 371931170.

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.