Profit Sharing · DOL Form 5500 · 2023

Finnerty Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
32nd
Percentile by assets National rank
$245,593
Avg per participant Above avg balance/head
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Official DOL plan name: Finnerty Enterprises, Inc. Retirement Plan · Sponsored by Finnerty Enterprises, Inc. · North Carolina · Retail Trade

$2M in assets, 9 participants

Finnerty Enterprises, Inc.'s Finnerty Enterprises, Inc. Retirement Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,672 in Retail Trade (8,414 peers)

Finnerty Enterprises, Inc. multi-year trail

Finnerty Enterprises, Inc.'s plans moved +20.8% in assets from 2022 to 2024; this filing shows Finnerty Enterprises, Inc. Retirement Plan at $2M / 9 participants.

#3,672
in Retail Trade (8,414 peers)
+23.5%
assets growth YoY

Finnerty Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Finnerty Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$2,210,337 32nd percentile higher than 32% 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

Finnerty Enterprises, 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. Finnerty Enterprises, Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Finnerty Enterprises, Inc. Retirement Plan reported net income rose from $101K in the plan year 2022 filing to $420K in the plan year 2023 filing.
  • Finnerty Enterprises, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 822245130 · Finnerty Enterprises, Inc. PY 2023 · Profit Sharing

Finnerty Enterprises, Inc. Retirement Plan · $2M · 9 · 32nd

  • BOY $2M
  • SCH 9
  • EBSA 32nd
  • PART Profit Sharing
  • TYPE near Newman Holdings, Inc. Profit Sharing Plan
  • NET ind #3672

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 Retail Trade retirement plans → · Plans in North Carolina →

Finnerty Enterprises, Inc. Retirement Plan in the asset neighbourhood

Finnerty Enterprises, Inc. Retirement PlanFinnerty Enterprises, Inc. R…$2MNewman Holdings, Inc. Profit Sharing PlanNewman Holdings, Inc. Profit…$2MDel Mar Chiropractic Centre Profit Sharing PlanDel Mar Chiropractic Centre …$2MAsociacion De Maestros De Puerto Rico Retirement PlanAsociacion De Maestros De Pu…$2MParvez P. Jessani, Md, PC Profit Sharing PlanParvez P. Jessani, Md, PC Pr…$2M
End-of-year total assets ($M) among Finnerty Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Finnerty Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Finnerty Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.769321878034365% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.79M $2.16M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 9 $2M
2024 1 18 $2M

Finnerty Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$420K
Employer EIN822245130
Plan Effective Date2017-07-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Finnerty Enterprises, 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 ($B) Participants Finnerty Enterprises, Inc. Retirement Plan, Total assets ($B): 0.002210337 · Participants: 9Finnerty Enterprises, 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
Finnerty Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Finnerty Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Finnerty Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Newman Holdings, Inc. Profit Sharing Plan in MN ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Finnerty Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Finnerty Enterprises, Inc. Retirement Plan grew sharply - up 23.5% during 2023, from $2M to $2M. Reported net income was $420K.
How have Finnerty Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finnerty Enterprises, Inc.'s sponsor-wide assets grew 20.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Finnerty Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Newman Holdings, Inc. Profit Sharing Plan in MN ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Finnerty Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K 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 822245130.

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.