Profit Sharing · DOL Form 5500 · 2023

Theller Inc. Profit Sharing Plan

Data updated 2026-08-25

$706K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$353,087
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Theller Inc. Retirement Plan · Sponsored by Theller Inc. · Ohio · Other Services

$706K in assets, 2 participants

Theller Inc.'s Theller Inc. Retirement Plan reported $706K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,425 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Theller Inc. Retirement Plan ranks #3,425 of 7,857 2023 filers by assets (2842% of the sector average)-$706K for 2 participants.

#3,425
in Other Services (7,857 peers)
-1.2%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Theller Inc. Retirement Plan among the smaller filed plans by assets

Theller Inc. Retirement Plan vs every filed plan by assets

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

$706,174 21st percentile higher than 21% 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

Theller 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. Theller Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Theller Inc. Retirement Plan reported net income fell from $53K in the plan year 2022 filing to -$9K in the plan year 2023 filing.
  • Theller Inc. Retirement Plan end-of-year assets fell from $715K in the plan year 2022 filing to $706K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 843672878 · Theller Inc. PY 2023 · Profit Sharing

Theller Inc. Retirement Plan · $706K · 2 · 21st

  • EBSA $706K
  • EBSA 2
  • EBSA 21st
  • EBSA Profit Sharing
  • EBSA near Hill Country Lighting Corp. Retirement Plan
  • EBSA ind #3425

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 Other Services retirement plans → · Plans in Ohio →

Theller Inc. Retirement Plan in the asset neighbourhood

Theller Inc. Retirement Plan$706KHill Country Lighting Corp. Retirement PlanHill Country Lighting Corp. …$706KJfp Group, Inc. 401(k) Plan$706KThe Haunted Savannah Inc. Retirement PlanThe Haunted Savannah Inc. Re…$707KHolistic Care and Recovery, Inc. Retirement PlanHolistic Care and Recovery, …$706K
End-of-year total assets ($M) among Theller Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$715K
Net Assets (End of Year)$706K
Net Income-$9K
Employer EIN843672878
Plan Effective Date2019-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Theller Inc.)

Sponsor-wide plan assets over time

All Theller Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$711K 0.6137723922716153% vs 2022
2024 filing year
$0.71M 202220232024 $0.71M $0.71M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $715K
2023 1 2 $706K
2024 1 3 $711K

Nearby Profit Sharing Plans in Ohio

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

Theller Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Theller Inc. Retirement Plan, Total assets ($B): 0.000706174 · Participants: 2Theller Inc. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Theller Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Theller Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Profit Sharing by assets is Hill Country Lighting Corp. Retirement Plan in TX ($706K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($706K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Theller Inc. Retirement Plan assets move in 2023? ▼
Theller Inc. Retirement Plan edged down modestly - down 1.2% during 2023, from $715K to $706K. Reported net income was -$9K.
How have Theller Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Theller Inc.'s sponsor-wide assets declined 0.6%, from $715K to $711K.
Where does Theller Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Theller Inc. Retirement Plan ranks in the 21st 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 Theller Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hill Country Lighting Corp. Retirement Plan in TX ($706K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Theller Inc. Retirement 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, $5M 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 843672878.

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.