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
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
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.
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
Filing particulars (2023)
| Total Assets (Beginning of Year) | $245K |
|---|---|
| Net Assets (End of Year) | $247K |
| Net Income | $2K |
| Employer EIN | 275012413 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING 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
| 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.
- Hensel Phelps Hourly Retirement Plan $59M · 695
- Liberty Pr Mobility 401(k) Savings Plans $43M · 1,212
- Amended & Restated Profit Sharing Plan of Midwest Pms $38M · 133
- Peterson Company Profit-Sharing Plan $18M · 26
- Retirement Plan of Public Broadcasting of Colorado, Inc. $16M · 182
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($247K here).
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.