Profit Sharing · DOL Form 5500 · 2023
Serendipity Coaching and Consulting Inc. Profit Sharing Plan
Data updated 2026-08-25
- $141K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $47,010
- Avg per participant Low balance/head
Official DOL plan name: Serendipity Coaching and Consulting Inc. Retirement Plan · Sponsored by Serendipity Coaching and Consulting Inc. · North Carolina · Professional & Technical Services
$141K in assets, 3 participants
Serendipity Coaching and Consulting Inc.'s Serendipity Coaching and Consulting Inc. Retirement Plan reported $141K in total assets and 3 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.
- #1,380 in Professional & Technical Services (20,321 peers)
Serendipity Coaching and Consulting Inc. multi-year trail
Serendipity Coaching and Consulting Inc.'s plans moved +33.6% in assets from 2022 to 2024; this filing shows Serendipity Coaching and Consulting Inc. Retirement Plan at $141K / 3 participants.
- #1,380
- in Professional & Technical Services (20,321 peers)
- +18.0%
- assets growth YoY
Serendipity Coaching and Consulting Inc. Retirement Plan among the smaller filed plans by assets
Serendipity Coaching and Consulting Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$141,030 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
Serendipity Coaching and Consulting 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. Serendipity Coaching and Consulting Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Serendipity Coaching and Consulting Inc. Retirement Plan reported net income rose from -$23K in the plan year 2022 filing to $21K in the plan year 2023 filing.
- Serendipity Coaching and Consulting Inc. Retirement Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Serendipity Coaching and Consulting Inc. Retirement Plan end-of-year assets rose from $120K in the plan year 2022 filing to $141K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 454365351 · Serendipity Coaching and Consulting Inc. PY 2023 · Profit Sharing
Serendipity Coaching and Consulting Inc. Retirement Plan · $141K · 3 · 8th
- SCH $141K
- SCH 3
- SCH 8th
- SCH Profit Sharing
- SCH near James and Jatasha Incorporated Retirement Plan
- SCH ind #1380
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
Serendipity Coaching and Consulting Inc. Retirement Plan in the asset neighbourhood
Serendipity Coaching and Consulting Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Serendipity Coaching and Consulting Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $160K 33.6324932877205% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $120K |
| 2023 | 1 | 3 | $141K |
| 2024 | 1 | 2 | $160K |
Serendipity Coaching and Consulting Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $120K |
|---|---|
| Net Assets (End of Year) | $141K |
| Net Income | $21K |
| Employer EIN | 454365351 |
| Plan Effective Date | 2012-01-26 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.2B · 36,057
- Charter Communications, Inc. Retirement Accumulation Plan $1.3B · 96,058
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $108M · 5,519
- Baker & Taylor Retirement Savings Plan $67M · 1,361
- Intermec Fssp Spinoff Plan $51M · 74
Serendipity Coaching and Consulting Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is James and Jatasha Incorporated Retirement Plan in PA ($141K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.