Profit Sharing · DOL Form 5500 · 2023

Yongue Ventures Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
27th
Percentile by assets National rank
$137,275
Avg per participant Near avg balance/head
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Official DOL plan name: Yongue Ventures Inc. Retirement Plan · Sponsored by Yongue Ventures Inc. · Alabama · Administrative & Support Services

$2M in assets, 11 participants

Yongue Ventures Inc.'s Yongue Ventures Inc. Retirement Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,242 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Yongue Ventures Inc. Retirement Plan ranks #2,242 of 4,372 2023 filers by assets (1911% of the sector average)-$2M for 11 participants.

#2,242
in Administrative & Support Services (4,372 peers)
+10.8%
assets growth YoY

Yongue Ventures Inc. Retirement Plan among the smaller filed plans by assets

Yongue Ventures Inc. Retirement Plan vs every filed plan by assets

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

$1,510,028 27th percentile higher than 27% 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

Yongue Ventures 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. Yongue Ventures 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

  • Yongue Ventures Inc. Retirement Plan reported net income rose from $71K in the plan year 2022 filing to $147K in the plan year 2023 filing.
  • Yongue Ventures Inc. Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Yongue Ventures Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 471301545 · Yongue Ventures Inc. PY 2023 · Profit Sharing

Yongue Ventures Inc. Retirement Plan · $2M · 11 · 27th

  • SCH $2M
  • SCH 11
  • SCH 27th
  • SCH Profit Sharing
  • SCH near Lakewood Housing Authority Profit Sharing Plan
  • SCH ind #2242

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 Administrative & Support Services retirement plans → · Plans in Alabama →

Yongue Ventures Inc. Retirement Plan in the asset neighbourhood

Yongue Ventures Inc. Retirement PlanYongue Ventures Inc. Retirem…$2MLakewood Housing Authority Profit Sharing PlanLakewood Housing Authority P…$2MHunt & Jordan Enterprises, Inc. Profit Sharing PlanHunt & Jordan Enterprises, I…$2MPasadena Urological Medical Group Profit Sharing PlanPasadena Urological Medical …$2MGurney's Habor Bottle Shop, Inc. Ps PlanGurney's Habor Bottle Shop, …$2M
End-of-year total assets ($M) among Yongue Ventures Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$147K
Employer EIN471301545
Plan Effective Date2014-07-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Yongue Ventures Inc.)

Sponsor-wide plan assets over time

All Yongue Ventures Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 6.748454107343266% vs 2022
2024 filing year
$1.3M$1.35M$1.4M$1.45M$1.5M$1.55M 202220232024 $1.36M $1.46M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 11 $2M
2024 1 11 $1M

Nearby Profit Sharing Plans in Alabama

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

Yongue Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1001020304050 Total assets ($M) Participants Yongue Ventures Inc. Retirement Plan, Total assets ($M): 1.510028 · Participants: 11Yongue Ventures Inc. Retirement PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Yongue Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants

Yongue Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Lakewood Housing Authority Profit Sharing Plan in NJ ($2M); 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 Yongue Ventures Inc. Retirement Plan assets move in 2023?
Yongue Ventures Inc. Retirement Plan grew at a solid clip - up 10.8% during 2023, from $1M to $2M. Reported net income was $147K.
How have Yongue Ventures Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Yongue Ventures Inc.'s sponsor-wide assets grew 6.7%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Yongue Ventures Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Lakewood Housing Authority Profit Sharing Plan in NJ ($2M, 15 participants).
Which Profit Sharing plans cover a similar participant headcount to Yongue Ventures 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).