Profit Sharing · DOL Form 5500 · 2023

Happy Puppy 401(k), Inc. Profit Sharing Plan

Data updated 2026-08-25

$989K
Total assets Small plan by assets
11
Participants Small participant base
24th
Percentile by assets National rank
$89,905
Avg per participant Below avg balance/head
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Official DOL plan name: Happy Puppy 401(k), Inc. Retirement Plan · Sponsored by Happy Puppy 401(k), Inc. · New Jersey · Other Services

$989K in assets, 11 participants

Happy Puppy 401(k), Inc.'s Happy Puppy 401(k), Inc. Retirement Plan reported $989K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,770 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Happy Puppy 401(k), Inc. Retirement Plan ranks #3,770 of 7,857 2023 filers by assets (2029% of the sector average)-$989K for 11 participants.

#3,770
in Other Services (7,857 peers)
+2.6%
assets growth YoY

Happy Puppy 401(k), Inc. Retirement Plan among the smaller filed plans by assets

Happy Puppy 401(k), Inc. Retirement Plan vs every filed plan by assets

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

$988,956 24th percentile higher than 24% 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 Puppy 401(k), Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Happy Puppy 401(k), Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Happy Puppy 401(k), Inc. Retirement Plan reported net income fell from $122K in the plan year 2022 filing to $25K in the plan year 2023 filing.
  • Happy Puppy 401(k), Inc. Retirement Plan reported participants rose from 8 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Happy Puppy 401(k), Inc. Retirement Plan end-of-year assets rose from $964K in the plan year 2022 filing to $989K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 462481624 · Happy Puppy 401(k), Inc. PY 2023 · Profit Sharing

Happy Puppy 401(k), Inc. Retirement Plan · $989K · 11 · 24th

  • IND $989K
  • EOY 11
  • 5500 24th
  • ASSETS Profit Sharing
  • PCT near Jrc Ventures, Inc. Retirement Plan
  • EIN ind #3770

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 New Jersey →

Happy Puppy 401(k), Inc. Retirement Plan in the asset neighbourhood

Happy Puppy 401(k), Inc. Retirement PlanHappy Puppy 401(k), Inc. Ret…$989KJrc Ventures, Inc. Retirement PlanJrc Ventures, Inc. Retiremen…$988KMedia Food Marketing Investments Inc. Retirement PlanMedia Food Marketing Investm…$988KKendall Square Associates, Inc. Profit Sharing Plan and Retirement TrustKendall Square Associates, I…$990KMichael J. Dimmitt Profit Sharing Plan Profit Sharing PlanMichael J. Dimmitt Profit Sh…$990K
End-of-year total assets ($M) among Happy Puppy 401(k), 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)$964K
Net Assets (End of Year)$989K
Net Income$25K
Employer EIN462481624
Plan Effective Date2013-04-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Happy Puppy 401(k), Inc.)

Sponsor-wide plan assets over time

All Happy Puppy 401(k), Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 20.86910956736481% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M 202220232024 $0.96M $1.16M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 8 $964K
2023 1 11 $989K
2024 1 12 $1M

Nearby Profit Sharing Plans in New Jersey

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

Happy Puppy 401(k), Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Happy Puppy 401(k), Inc. Retirement Plan, Total assets ($B): 0.000988956 · Participants: 11Happy Puppy 401(k), Inc. Retirement PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Happy Puppy 401(k), Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Happy Puppy 401(k), Inc. Retirement Plan side-by-side with 3 peers →

Happy Puppy 401(k), Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Jrc Ventures, Inc. Retirement Plan in TN ($988K); by covered participants it is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Puppy 401(k), Inc. Retirement Plan assets move in 2023? ▼
Happy Puppy 401(k), Inc. Retirement Plan edged up modestly - up 2.6% during 2023, from $964K to $989K. Reported net income was $25K.
How have Happy Puppy 401(k), Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Happy Puppy 401(k), Inc.'s sponsor-wide assets grew 20.9%, from $964K to $1M.
Where does Happy Puppy 401(k), Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Happy Puppy 401(k), Inc. Retirement Plan ranks in the 24th 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 Puppy 401(k), Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jrc Ventures, Inc. Retirement Plan in TN ($988K, 35 participants).
Which Profit Sharing plans cover a similar participant headcount to Happy Puppy 401(k), Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 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 462481624.

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.