Profit Sharing · DOL Form 5500 · 2023
Humble Roots Enterprises Inc. Profit Sharing Plan
Data updated 2026-08-25
- $137K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $68,261
- Avg per participant Below avg balance/head
Official DOL plan name: Humble Roots Enterprises Inc. Retirement Plan · Sponsored by Humble Roots Enterprises Inc. · Oklahoma · Retail Trade
$137K in assets, 2 participants
Humble Roots Enterprises Inc.'s Humble Roots Enterprises Inc. Retirement Plan reported $137K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #1,079 in Retail Trade (8,414 peers)
2023 asset change
Humble Roots Enterprises Inc. Retirement Plan surged 36.5% in 2023 ($100K → $137K) for 2 participants.
- #1,079
- in Retail Trade (8,414 peers)
- +36.5%
- assets growth YoY
Humble Roots Enterprises Inc. Retirement Plan among the smaller filed plans by assets
Humble Roots Enterprises Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$136,522 8th percentile higher than 8% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Humble Roots 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. Humble Roots Enterprises Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Humble Roots Enterprises Inc. Retirement Plan reported net income rose from -$52K in the plan year 2022 filing to $37K in the plan year 2023 filing.
- Humble Roots Enterprises Inc. Retirement Plan end-of-year assets rose from $100K in the plan year 2022 filing to $137K in the plan year 2023 filing.
DOL schedule card
Filing strip 861907317 · Humble Roots Enterprises Inc. PY 2023 · Profit Sharing
Humble Roots Enterprises Inc. Retirement Plan · $137K · 2 · 8th
- NET $137K
- BOOK 2
- VS-ST 8th
- BOY Profit Sharing
- SCH near Treymin Enterprises Inc. Retirement Plan
- EBSA ind #1079
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 Oklahoma →
Humble Roots Enterprises Inc. Retirement Plan in the asset neighbourhood
Humble Roots Enterprises Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Humble Roots Enterprises Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $100K 0% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $100K |
| 2023 | 1 | 2 | $137K |
| 2024 | 1 | 2 | $100K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $100K |
|---|---|
| Net Assets (End of Year) | $137K |
| Net Income | $37K |
| Employer EIN | 861907317 |
| Plan Effective Date | 2021-02-12 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oklahoma
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dolese Bros. Co. Profit Sharing Plan $121M · 992
- Family & Children's Services 403(b) Plan $37M · 989
- Eskridge Auto Group Profit Sharing Plan $27M · 141
- Veenker Resources, Inc. Profit Sharing Plan $21M · 11
- Messer-Bowers Profit Sharing Plan $9M · 40
Humble Roots Enterprises Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oklahoma, the nearest Profit Sharing by assets is Treymin Enterprises Inc. Retirement Plan in WA ($136K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137K here).
- Treymin Enterprises Inc. Retirement Plan (WA) $136K · 1
- Koshmax, Inc. Retirement Plan (WI) $136K · 1
- Watering Lane Ventures, Inc. Profit Sharing Plan (NH) $136K · 9
- Caplan Vending Inc. Retirement Plan (NY) $137K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 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.