Profit Sharing · DOL Form 5500 · 2023
Cleland Ventures Inc. Profit Sharing Plan
Data updated 2026-08-25
- $373K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $372,675
- Avg per participant High balance/head
Official DOL plan name: Cleland Ventures Inc. Retirement Plan · Sponsored by Cleland Ventures Inc. · Florida · Construction
$373K in assets, 1 participants
Cleland Ventures Inc.'s Cleland Ventures Inc. Retirement Plan reported $373K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #1,274 in Construction (9,030 peers)
Cleland Ventures Inc. multi-year trail
Cleland Ventures Inc.'s plans moved +91.6% in assets from 2022 to 2024; this filing shows Cleland Ventures Inc. Retirement Plan at $373K / 1 participant.
- #1,274
- in Construction (9,030 peers)
- +43.4%
- assets growth YoY
Cleland Ventures Inc. Retirement Plan among the smaller filed plans by assets
Cleland Ventures Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$372,675 15th percentile higher than 15% 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
Cleland Ventures 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. Cleland Ventures Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cleland Ventures Inc. Retirement Plan end-of-year assets rose from $260K in the plan year 2022 filing to $373K in the plan year 2023 filing.
- Cleland Ventures Inc. Retirement Plan reported net income rose from $102K in the plan year 2022 filing to $113K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 873835726 · Cleland Ventures Inc. PY 2023 · Profit Sharing
Cleland Ventures Inc. Retirement Plan · $373K · 1 · 15th
- TYPE $373K
- NET 1
- BOOK 15th
- VS-ST Profit Sharing
- BOY near Bfd Ventures, Inc. Retirement Plan
- SCH ind #1274
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 Construction retirement plans → · Plans in Florida →
Cleland Ventures Inc. Retirement Plan in the asset neighbourhood
Cleland Ventures Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Cleland Ventures Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $498K 91.58413364383456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $260K |
| 2023 | 1 | 1 | $373K |
| 2024 | 1 | 4 | $498K |
Cleland Ventures Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $260K |
|---|---|
| Net Assets (End of Year) | $373K |
| Net Income | $113K |
| Employer EIN | 873835726 |
| Plan Effective Date | 2021-12-10 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Cleland Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Bfd Ventures, Inc. Retirement Plan in GA ($373K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($373K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.