Profit Sharing · DOL Form 5500 · 2023
Plan B Assets Inc. Profit Sharing Plan
Data updated 2026-08-25
- $110K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $18,401
- Avg per participant Low balance/head
Official DOL plan name: Plan B Assets Inc Retirement Plan · Sponsored by Plan B Assets Inc. · Texas · Other Services
$110K in assets, 6 participants
Plan B Assets Inc.'s Plan B Assets Inc Retirement Plan reported $110K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.
- #1,150 in Other Services (7,857 peers)
2023 asset change
Plan B Assets Inc Retirement Plan contracted severely 53.1% in 2023 ($235K → $110K) for 6 participants.
- #1,150
- in Other Services (7,857 peers)
- -53.1%
- assets change YoY
The plan reported a net loss of $125K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Plan B Assets Inc Retirement Plan among the smaller filed plans by assets
Plan B Assets Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$110,405 7th percentile higher than 7% 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
Plan B Assets 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. Plan B Assets Inc Retirement Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plan B Assets Inc Retirement Plan reported net income fell from -$60K in the plan year 2022 filing to -$125K in the plan year 2023 filing.
- Plan B Assets Inc Retirement Plan end-of-year assets fell from $235K in the plan year 2022 filing to $110K in the plan year 2023 filing.
- Plan B Assets Inc Retirement Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 834375152 · Plan B Assets Inc. PY 2023 · Profit Sharing
Plan B Assets Inc Retirement Plan · $110K · 6 · 7th
- 5500 $110K
- 5500 6
- 5500 7th
- 5500 Profit Sharing
- 5500 near Neo Inc. Profit Sharing Plan
- 5500 ind #1150
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 Texas →
Plan B Assets Inc Retirement Plan in the asset neighbourhood
Plan B Assets Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Plan B Assets Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $235K |
| 2023 | 1 | 6 | $110K |
| 2024 | 1 | 5 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $235K |
|---|---|
| Net Assets (End of Year) | $110K |
| Net Income | -$125K |
| Employer EIN | 834375152 |
| Plan Effective Date | 2019-04-11 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Plan B Assets Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Neo Inc. Profit Sharing Plan in CA ($110K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.