Profit Sharing · DOL Form 5500 · 2022
Paul and Bonnie Hare, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $705K
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $35,270
- Avg per participant Low balance/head
Official DOL plan name: Paul and Bonnie Hare, Inc. Profit Sharing Plan · Sponsored by Paul and Bonnie Hare, Inc. · Wisconsin · Healthcare & Social Assistance
$705K in assets, 20 participants
Paul and Bonnie Hare, Inc.'s Paul and Bonnie Hare, Inc. Profit Sharing Plan reported $705K in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,597 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Paul and Bonnie Hare, Inc. Profit Sharing Plan contracted severely 38.2% in 2022 ($1M → $705K) for 20 participants.
- #3,597
- in Healthcare & Social Assistance (20,060 peers)
- -38.2%
- assets change YoY
The plan reported a net loss of $436K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Paul and Bonnie Hare, Inc. Profit Sharing Plan among the smaller filed plans by assets
Paul and Bonnie Hare, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$705,406 22nd percentile higher than 22% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Paul and Bonnie Hare, Inc. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paul and Bonnie Hare, Inc. Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 270634968 · Paul and Bonnie Hare, Inc. PY 2022 · Profit Sharing
Paul and Bonnie Hare, Inc. Profit Sharing Plan · $705K · 20 · 22nd
- NET $705K
- NET 20
- NET 22nd
- NET Profit Sharing
- NET near Evans Group, Inc. Profit Sharing Plan
- NET ind #3597
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Paul and Bonnie Hare, Inc. Profit Sharing Plan in the asset neighbourhood
Paul and Bonnie Hare, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Paul and Bonnie Hare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $705K |
| 2023 | 1 | 18 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $705K |
| Net Income | -$436K |
| Employer EIN | 270634968 |
| Plan Effective Date | 2009-07-29 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
Paul and Bonnie Hare, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Evans Group, Inc. Profit Sharing Plan in CA ($705K); by covered participants it is Lakeside Supply Company Profit Sharing Plan and Trust in OH (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($705K here).
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.