Profit Sharing · DOL Form 5500 · 2023
Point Bee Inc. Profit Sharing Plan
Data updated 2026-08-25
- $273K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $272,984
- Avg per participant High balance/head
Official DOL plan name: Point Bee Inc. Retirement Plan · Sponsored by Point Bee Inc. · Connecticut · Other Services
$273K in assets, 1 participants
Point Bee Inc.'s Point Bee Inc. Retirement Plan reported $273K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 13th 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.
- #2,208 in Other Services (7,857 peers)
Point Bee Inc. multi-year trail
Point Bee Inc.'s plans moved -25.6% in assets from 2022 to 2024; this filing shows Point Bee Inc. Retirement Plan at $273K / 1 participant.
- #2,208
- in Other Services (7,857 peers)
- +104.6%
- assets growth YoY
Point Bee Inc. Retirement Plan among the smaller filed plans by assets
Point Bee Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$272,984 13th percentile higher than 13% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Point Bee 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. Point Bee Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Point Bee Inc. Retirement Plan end-of-year assets rose from $133K in the plan year 2022 filing to $273K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 874260149 · Point Bee Inc. PY 2023 · Profit Sharing
Point Bee Inc. Retirement Plan · $273K · 1 · 13th
- 5500 $273K
- 5500 1
- 5500 13th
- 5500 Profit Sharing
- 5500 near R.N.Khalaf, Inc. Profit Sharing Plan
- 5500 ind #2208
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 Connecticut →
Point Bee Inc. Retirement Plan in the asset neighbourhood
Point Bee Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Point Bee Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $99K 25.630072618539085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $133K |
| 2023 | 1 | 1 | $273K |
| 2024 | 1 | 1 | $99K |
Point Bee Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $133K |
|---|---|
| Net Assets (End of Year) | $273K |
| Net Income | $140K |
| Employer EIN | 874260149 |
| Plan Effective Date | 2022-01-07 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- North Atlantic States Carpenters Annuity Plan $1.3B · 11,025
- Connecticut Children's Retirement Savings Plan $467M · 3,094
- The Lee Company Profit Sharing Plan $449M · 989
- Connecticut Pipetrades Local No. 777 Annuity Plan $246M · 2,559
- Connecticut Laborers' Annuity Plan $245M · 3,065
Point Bee Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Connecticut, the nearest Profit Sharing by assets is R.N.Khalaf, Inc. Profit Sharing Plan in CA ($273K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($273K here).
- R.N.Khalaf, Inc. Profit Sharing Plan (CA) $273K · 9
- Leighton Fair Inc. Retirement Plan (CA) $273K · 1
- Kizmet Inc. Retirement Plan (FL) $273K · 2
- Jpw Business Advisors, Inc. Retirement Plan (AL) $273K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.