Profit Sharing · DOL Form 5500 · 2023
Ash & Leila Inc. Profit Sharing Plan
Data updated 2026-08-25
- $252K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $125,925
- Avg per participant Near avg balance/head
Official DOL plan name: Ash & Leila Inc. Retirement Plan · Sponsored by Ash & Leila Inc. · Kentucky · Real Estate
$252K in assets, 2 participants
Ash & Leila Inc.'s Ash & Leila Inc. Retirement Plan reported $252K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #911 in Real Estate (4,727 peers)
2023 asset change
Ash & Leila Inc. Retirement Plan grew at a solid clip 11.4% in 2023 ($226K → $252K) for 2 participants.
- #911
- in Real Estate (4,727 peers)
- +11.4%
- assets growth YoY
Ash & Leila Inc. Retirement Plan among the smaller filed plans by assets
Ash & Leila Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$251,849 12th percentile higher than 12% 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
Ash & Leila 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. Ash & Leila 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
- Ash & Leila Inc. Retirement Plan reported net income fell from $226K in the plan year 2022 filing to $26K in the plan year 2023 filing.
- Ash & Leila Inc. Retirement Plan end-of-year assets rose from $226K in the plan year 2022 filing to $252K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 921258391 · Ash & Leila Inc. PY 2023 · Profit Sharing
Ash & Leila Inc. Retirement Plan · $252K · 2 · 12th
- EOY $252K
- 5500 2
- ASSETS 12th
- PCT Profit Sharing
- EIN near Edward G. Kaliman Md Ltd Profit Sharing Plan
- RANK ind #911
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 Kentucky →
Ash & Leila Inc. Retirement Plan in the asset neighbourhood
Ash & Leila Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Ash & Leila Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $226K |
| 2023 | 1 | 2 | $252K |
| 2024 | 1 | 2 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $226K |
|---|---|
| Net Assets (End of Year) | $252K |
| Net Income | $26K |
| Employer EIN | 921258391 |
| Plan Effective Date | 2022-12-19 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Kentucky
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Commonspirit Health ERISA 403(b) Plan $2.6B · 28,336
- IBEW Local 150 Supplemental Pension Fund $279M · 1,293
- Commonwealth Health Corporation Retirement Savings Plan $83M · 2,989
- Dismas Charities, Inc. Retirement Plan $43M · 540
- Ball Homes, LLC Retirement Plan $37M · 215
Ash & Leila Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Kentucky, the nearest Profit Sharing by assets is Edward G. Kaliman Md Ltd Profit Sharing Plan in PA ($252K); 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 ($252K here).
- Edward G. Kaliman Md Ltd Profit Sharing Plan (PA) $252K · 2
- The Union Bank Profit Sharing Plan (ND) $252K · 42
- C. Vives-Alvarado Retirement Plan (PR) $252K · 1
- R. Figueroa Hernandez Retirement Plan (PR) $252K · 1
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.