Profit Sharing · DOL Form 5500 · 2023

Five Bagels, Inc. Profit Sharing Plan

Data updated 2026-08-25

$704K
Total assets Small plan by assets
8
Participants Small participant base
21st
Percentile by assets National rank
$88,046
Avg per participant Below avg balance/head
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Official DOL plan name: Five Bagels, Inc. Retirement Plan · Sponsored by Five Bagels, Inc. · Pennsylvania · Food Services & Accommodation

$704K in assets, 8 participants

Five Bagels, Inc.'s Five Bagels, Inc. Retirement Plan reported $704K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,064 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Five Bagels, Inc. Retirement Plan ranks #2,064 of 3,828 2023 filers by assets (2778% of the sector average)-$704K for 8 participants.

#2,064
in Food Services & Accommodation (3,828 peers)
+25.8%
assets growth YoY

Five Bagels, Inc. Retirement Plan among the smaller filed plans by assets

Five Bagels, Inc. Retirement Plan vs every filed plan by assets

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

$704,365 21st percentile higher than 21% 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

Five Bagels, 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. Five Bagels, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Five Bagels, Inc. Retirement Plan reported net income rose from $84K in the plan year 2022 filing to $144K in the plan year 2023 filing.
  • Five Bagels, Inc. Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Five Bagels, Inc. Retirement Plan end-of-year assets rose from $560K in the plan year 2022 filing to $704K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 833837964 · Five Bagels, Inc. PY 2023 · Profit Sharing

Five Bagels, Inc. Retirement Plan · $704K · 8 · 21st

  • TYPE $704K
  • TYPE 8
  • TYPE 21st
  • TYPE Profit Sharing
  • TYPE near Mitchell J. Lipcon Profit Sharing Keogh Plan
  • TYPE ind #2064

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 Food Services & Accommodation retirement plans → · Plans in Pennsylvania →

Five Bagels, Inc. Retirement Plan in the asset neighbourhood

Five Bagels, Inc. Retirement PlanFive Bagels, Inc. Retirement…$704KMitchell J. Lipcon Profit Sharing Keogh PlanMitchell J. Lipcon Profit Sh…$704KAlbert J. Gopin, a Professional Corporation Profit Sharing PlanAlbert J. Gopin, a Professio…$704KA. Diaz-Lezcano Retirement PlanA. Diaz-Lezcano Retirement P…$705KAru Solutions, Inc. Retirement PlanAru Solutions, Inc. Retireme…$705K
End-of-year total assets ($M) among Five Bagels, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$560K
Net Assets (End of Year)$704K
Net Income$144K
Employer EIN833837964
Plan Effective Date2019-03-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Five Bagels, Inc.)

Sponsor-wide plan assets over time

All Five Bagels, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$765K 36.65428571428572% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.56M $0.77M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 6 $560K
2023 1 8 $704K
2024 1 8 $765K

Nearby Profit Sharing Plans in Pennsylvania

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

Five Bagels, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Five Bagels, Inc. Retirement Plan, Total assets ($B): 0.000704365 · Participants: 8Five Bagels, Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Five Bagels, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Five Bagels, Inc. Retirement Plan side-by-side with 3 peers →

Five Bagels, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Mitchell J. Lipcon Profit Sharing Keogh Plan in FL ($704K); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Five Bagels, Inc. Retirement Plan assets move in 2023? ▼
Five Bagels, Inc. Retirement Plan grew sharply - up 25.8% during 2023, from $560K to $704K. Reported net income was $144K.
How have Five Bagels, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Five Bagels, Inc.'s sponsor-wide assets grew 36.7%, from $560K to $765K.
Where does Five Bagels, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Five Bagels, Inc. Retirement Plan ranks in the 21st 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 Five Bagels, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mitchell J. Lipcon Profit Sharing Keogh Plan in FL ($704K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Five Bagels, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 833837964.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.