Profit Sharing · DOL Form 5500 · 2023
Live Happy Holdings, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Live Happy Holdings, Inc. Retirement Plan · Sponsored by Live Happy Holdings, Inc. · Texas · Other Services
$5M in assets, 3 participants
Live Happy Holdings, Inc.'s Live Happy Holdings, Inc. Retirement Plan reported $5M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #5,119 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Live Happy Holdings, Inc. Retirement Plan ranks #5,119 of 7,857 2023 filers by assets (424% of the sector average)-$5M for 3 participants.
- #5,119
- in Other Services (7,857 peers)
- +77.2%
- assets growth YoY
Live Happy Holdings, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers
Live Happy Holdings, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,730,015 43rd percentile higher than 43% 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
Live Happy Holdings, 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. Live Happy Holdings, 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
- Live Happy Holdings, Inc. Retirement Plan reported net income rose from $865K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Live Happy Holdings, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
DOL schedule card
Filing strip 853119772 · Live Happy Holdings, Inc. PY 2023 · Profit Sharing
Live Happy Holdings, Inc. Retirement Plan · $5M · 3 · 43rd
- BOOK $5M
- VS-ST 3
- BOY 43rd
- SCH Profit Sharing
- EBSA near Ken Jones Construction, Inc Profit Sharing Plan
- PART ind #5119
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 →
Live Happy Holdings, Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $2M |
| Employer EIN | 853119772 |
| Plan Effective Date | 2020-10-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Live Happy Holdings, Inc.)
Sponsor-wide plan assets over time
All Live Happy Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 93.74591760299626% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $5M |
| 2024 | 1 | 4 | $5M |
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
Live Happy Holdings, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Ken Jones Construction, Inc Profit Sharing Plan in RI ($5M); 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 ($5M 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.