Profit Sharing · DOL Form 5500 · 2023
Watoga Holdings Inc. Profit Sharing Plan
Data updated 2026-08-25
- $198K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $197,942
- Avg per participant Above avg balance/head
Official DOL plan name: Watoga Holdings Inc. Retirement Plan · Sponsored by Watoga Holdings Inc. · Ohio · Real Estate
$198K in assets, 1 participants
Watoga Holdings Inc.'s Watoga Holdings Inc. Retirement Plan reported $198K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #748 in Real Estate (4,727 peers)
Watoga Holdings Inc. multi-year trail
Watoga Holdings Inc.'s plans moved +39.4% in assets from 2022 to 2024; this filing shows Watoga Holdings Inc. Retirement Plan at $198K / 1 participant.
- #748
- in Real Estate (4,727 peers)
- +39.4%
- assets growth YoY
Watoga Holdings Inc. Retirement Plan among the smaller filed plans by assets
Watoga Holdings Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$197,942 11th percentile higher than 11% 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
Watoga Holdings 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. Watoga Holdings 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
- Watoga Holdings Inc. Retirement Plan reported net income fell from $142K in the plan year 2022 filing to $56K in the plan year 2023 filing.
- Watoga Holdings Inc. Retirement Plan end-of-year assets rose from $142K in the plan year 2022 filing to $198K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 920254756 · Watoga Holdings Inc. PY 2023 · Profit Sharing
Watoga Holdings Inc. Retirement Plan · $198K · 1 · 11th
- PHOTO $198K
- PHOTO 1
- PHOTO 11th
- PHOTO Profit Sharing
- PHOTO near The Greene Hills Club Profit Sharing Program
- PHOTO ind #748
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 Real Estate retirement plans → · Plans in Ohio →
Watoga Holdings Inc. Retirement Plan in the asset neighbourhood
Watoga Holdings Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Watoga Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $198K 39.42397092384414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $142K |
| 2023 | 1 | 1 | $198K |
| 2024 | 1 | 1 | $198K |
Watoga Holdings Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $142K |
|---|---|
| Net Assets (End of Year) | $198K |
| Net Income | $56K |
| Employer EIN | 920254756 |
| Plan Effective Date | 2022-09-13 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Watoga Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is The Greene Hills Club Profit Sharing Program in VA ($198K); 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 ($198K 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.