Profit Sharing · DOL Form 5500 · 2023

Leftwich Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
28th
Percentile by assets National rank
$255,231
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Leftwich Enterprises, Inc. Retirement Plan · Sponsored by Leftwich Enterprises, Inc. · North Carolina · Other Services

$2M in assets, 6 participants

Leftwich Enterprises, Inc.'s Leftwich Enterprises, Inc. Retirement Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,135 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Leftwich Enterprises, Inc. Retirement Plan ranks #4,135 of 7,857 2023 filers by assets (1311% of the sector average)-$2M for 6 participants.

#4,135
in Other Services (7,857 peers)
+25.1%
assets growth YoY

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

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

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

$1,531,388 28th percentile higher than 28% 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

Leftwich 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. Leftwich Enterprises, 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

  • Leftwich Enterprises, Inc. Retirement Plan reported net income rose from $125K in the plan year 2022 filing to $308K in the plan year 2023 filing.
  • Leftwich Enterprises, Inc. Retirement Plan reported participants fell from 12 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Leftwich Enterprises, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 471335221 · Leftwich Enterprises, Inc. PY 2023 · Profit Sharing

Leftwich Enterprises, Inc. Retirement Plan · $2M · 6 · 28th

  • EOY $2M
  • EOY 6
  • EOY 28th
  • EOY Profit Sharing
  • EOY near Sjl Family Inc. Retirement Plan
  • EOY ind #4135

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 North Carolina →

Leftwich Enterprises, Inc. Retirement Plan in the asset neighbourhood

Leftwich Enterprises, Inc. Retirement PlanLeftwich Enterprises, Inc. R…$2MSjl Family Inc. Retirement PlanSjl Family Inc. Retirement P…$2MSurety Title Agency, Inc Profit Sharing Plan & TrustSurety Title Agency, Inc Pro…$2MChaus Realty LLC Profit Sharing PlanChaus Realty LLC Profit Shar…$2MNeurological Associates of the Ozarks, Inc. Profit Sharing PlanNeurological Associates of t…$2M
End-of-year total assets ($M) among Leftwich Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$308K
Employer EIN471335221
Plan Effective Date2014-07-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Leftwich Enterprises, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1M 1.6176396090472773% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.22M $1.2M ▼ -1.6%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 6 $2M
2024 1 7 $1M

Nearby Profit Sharing Plans in North Carolina

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

Leftwich 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 ($B) Participants Leftwich Enterprises, Inc. Retirement Plan, Total assets ($B): 0.001531388 · Participants: 6Leftwich 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
Leftwich Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Leftwich Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Leftwich 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 Sjl Family Inc. Retirement Plan in NY ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Leftwich Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Leftwich Enterprises, Inc. Retirement Plan grew sharply - up 25.1% during 2023, from $1M to $2M. Reported net income was $308K.
How have Leftwich Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leftwich Enterprises, Inc.'s sponsor-wide assets declined 1.6%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Leftwich Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sjl Family Inc. Retirement Plan in NY ($2M, 19 participants).
Which Profit Sharing plans cover a similar participant headcount to Leftwich 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 (6 participants, $231K 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 471335221.

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.