Profit Sharing · DOL Form 5500 · 2023

Short Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$247K
Total assets Small plan by assets
9
Participants Small participant base
12th
Percentile by assets National rank
$27,424
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Short Enterprises, Inc. Profit Sharing Plan and Trust · Sponsored by Short Enterprises, Inc. · Colorado · Finance & Insurance

$247K in assets, 9 participants

Short Enterprises, Inc.'s Short Enterprises, Inc. Profit Sharing Plan and Trust reported $247K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #626 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Short Enterprises, Inc. Profit Sharing Plan and Trust holds $247K for 9 participants - about $27,424 per participant, among the smaller plans by assets on file.

#626
in Finance & Insurance (8,869 peers)
+0.9%
assets growth YoY

Short Enterprises, Inc. Profit Sharing Plan and Trust among the smaller filed plans by assets

Short Enterprises, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$246,819 12th percentile higher than 12% 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

Short Enterprises, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Short Enterprises, Inc. Profit Sharing Plan and Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Short Enterprises, Inc. Profit Sharing Plan and Trust reported net income rose from -$5K in the plan year 2022 filing to $2K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 275012413 · Short Enterprises, Inc. PY 2023 · Profit Sharing

Short Enterprises, Inc. Profit Sharing Plan and Trust · $247K · 9 · 12th

  • NET $247K
  • BOOK 9
  • VS-ST 12th
  • BOY Profit Sharing
  • SCH near Raven's Peak Inc. Retirement Plan
  • EBSA ind #626

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 Finance & Insurance retirement plans → · Plans in Colorado →

Short Enterprises, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Short Enterprises, Inc. Profit Sharing Plan and TrustShort Enterprises, Inc. Prof…$247KRaven's Peak Inc. Retirement PlanRaven's Peak Inc. Retirement…$247KK.B.D.C., Inc. Profit Sharing PlanK.B.D.C., Inc. Profit Sharin…$247KRyan's Dollar Depot, Inc. Retirement PlanRyan's Dollar Depot, Inc. Re…$247KMaximo Solar Industries, Inc. Savings and Retirement PlanMaximo Solar Industries, Inc…$247K
End-of-year total assets ($M) among Short Enterprises, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$245K
Net Assets (End of Year)$247K
Net Income$2K
Employer EIN275012413
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Short Enterprises, Inc.)

Sponsor-wide plan assets over time

All Short Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.24M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 9 $245K
2023 1 9 $247K
2024 1 2 N/A

Nearby Profit Sharing Plans in Colorado

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

Short Enterprises, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Short Enterprises, Inc. Profit Sharing Plan and Trust, Total assets ($M): 0.246819 · Participants: 9Short Enterprises, Inc. Profit Sharing Plan and TrustHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Short Enterprises, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Colorado, assets vs. participants

Short Enterprises, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Raven's Peak Inc. Retirement Plan in ID ($247K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Short Enterprises, Inc. Profit Sharing Plan and Trust assets move in 2023?
Short Enterprises, Inc. Profit Sharing Plan and Trust held essentially flat - up 0.9% during 2023, from $245K to $247K. Reported net income was $2K.
Where does Short Enterprises, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Short Enterprises, Inc. Profit Sharing Plan and Trust ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Short Enterprises, Inc. Profit Sharing Plan and Trust?
Among Profit Sharing plans in other states, the closest by assets is Raven's Peak Inc. Retirement Plan in ID ($247K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Short Enterprises, Inc. Profit Sharing Plan and Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K in assets).