Profit Sharing · DOL Form 5500 · 2023

Happy Valley Hospitality, Inc. Profit Sharing Plan

Data updated 2026-08-25

$823K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$205,627
Avg per participant Above avg balance/head
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Official DOL plan name: Happy Valley Hospitality, Inc. Retirement Plan · Sponsored by Happy Valley Hospitality, Inc. · North Carolina · Food Services & Accommodation

$823K in assets, 4 participants

Happy Valley Hospitality, Inc.'s Happy Valley Hospitality, Inc. Retirement Plan reported $823K in total assets and 4 participants in its 2023 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.

  • #2,157 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Happy Valley Hospitality, Inc. Retirement Plan ranks #2,157 of 3,828 2023 filers by assets (2379% of the sector average)-$823K for 4 participants.

#2,157
in Food Services & Accommodation (3,828 peers)
+100.0%
assets growth YoY

Happy Valley Hospitality, Inc. Retirement Plan among the smaller filed plans by assets

Happy Valley Hospitality, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$822,506 22nd percentile higher than 22% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Happy Valley Hospitality, 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. Happy Valley Hospitality, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Happy Valley Hospitality, Inc. Retirement Plan reported net income rose from -$555K in the plan year 2022 filing to $411K in the plan year 2023 filing.
  • Happy Valley Hospitality, Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Happy Valley Hospitality, Inc. Retirement Plan end-of-year assets rose from $411K in the plan year 2022 filing to $823K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 863619834 · Happy Valley Hospitality, Inc. PY 2023 · Profit Sharing

Happy Valley Hospitality, Inc. Retirement Plan · $823K · 4 · 22nd

  • SCH $823K
  • SCH 4
  • SCH 22nd
  • SCH Profit Sharing
  • SCH near Pin Point Media 401(k)
  • SCH ind #2157

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Happy Valley Hospitality, Inc. Retirement Plan in the asset neighbourhood

Happy Valley Hospitality, Inc. Retirement PlanHappy Valley Hospitality, In…$823KPin Point Media 401(k)$823KSlc Investments, Inc. Retirement PlanSlc Investments, Inc. Retire…$822KWhbiv Enterprises Inc. Retirement PlanWhbiv Enterprises Inc. Retir…$822KRobert J. Abramson, Md Qrp$823K
End-of-year total assets ($M) among Happy Valley Hospitality, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$411K
Net Assets (End of Year)$823K
Net Income$411K
Employer EIN863619834
Plan Effective Date2021-05-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Happy Valley Hospitality, Inc.)

Sponsor-wide plan assets over time

All Happy Valley Hospitality, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$598K 45.375442179351595% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.41M $0.6M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 2 $411K
2023 1 4 $823K
2024 1 2 $598K

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Happy Valley Hospitality, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Happy Valley Hospitality, Inc. Retirement Plan, Total assets ($B): 0.000822506 · Participants: 4Happy Valley Hospitality, Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Happy Valley Hospitality, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Happy Valley Hospitality, Inc. Retirement Plan side-by-side with 3 peers →

Happy Valley Hospitality, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Pin Point Media 401(k) in NJ ($823K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($823K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Happy Valley Hospitality, Inc. Retirement Plan assets move in 2023? ▼
Happy Valley Hospitality, Inc. Retirement Plan surged - up 100.0% during 2023, from $411K to $823K. Reported net income was $411K.
How have Happy Valley Hospitality, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Happy Valley Hospitality, Inc.'s sponsor-wide assets grew 45.4%, from $411K to $598K.
Where does Happy Valley Hospitality, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Happy Valley Hospitality, Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Happy Valley Hospitality, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pin Point Media 401(k) in NJ ($823K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Happy Valley Hospitality, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 863619834.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.