Profit Sharing · DOL Form 5500 · 2023

Mart Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
23
Participants Small participant base
36th
Percentile by assets National rank
$135,169
Avg per participant Near avg balance/head
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Official DOL plan name: Mart Enterprises, Inc. Retirement Plan · Sponsored by Mart Enterprises, Inc. · North Carolina · Healthcare & Social Assistance

$3M in assets, 23 participants

Mart Enterprises, Inc.'s Mart Enterprises, Inc. Retirement Plan reported $3M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,602 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Mart Enterprises, Inc. Retirement Plan grew sharply 15.7% in 2023 ($3M → $3M) for 23 participants.

#6,602
in Healthcare & Social Assistance (17,684 peers)
+15.7%
assets growth YoY

Mart Enterprises, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mart Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$3,108,892 36th percentile higher than 36% 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

Mart Enterprises, 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. Mart Enterprises, Inc. Retirement Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mart Enterprises, Inc. Retirement Plan reported net income rose from $96K in the plan year 2022 filing to $422K in the plan year 2023 filing.
  • Mart Enterprises, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mart Enterprises, Inc. Retirement Plan reported participants rose from 22 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 471784301 · Mart Enterprises, Inc. PY 2023 · Profit Sharing

Mart Enterprises, Inc. Retirement Plan · $3M · 23 · 36th

  • PCT $3M
  • PCT 23
  • PCT 36th
  • PCT Profit Sharing
  • PCT near Insul-Therm Profit Sharing Plan
  • PCT ind #6602

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Mart Enterprises, Inc. Retirement Plan in the asset neighbourhood

Mart Enterprises, Inc. Retirement PlanMart Enterprises, Inc. Retir…$3MInsul-Therm Profit Sharing PlanInsul-Therm Profit Sharing P…$3MHyatt Electric, Inc. Profit Sharing PlanHyatt Electric, Inc. Profit …$3MAlliance Healthcare Services, Inc. EmployerAlliance Healthcare Services…$3MCommunity Legal Services and Counseling Center Inc Discretionary Defined Contribution PlanCommunity Legal Services and…$3M
End-of-year total assets ($M) among Mart Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mart Enterprises, Inc. years around the 2023 move

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $2.69M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 22 $3M
2023 1 23 $3M
2024 1 23 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$422K
Employer EIN471784301
Plan Effective Date2014-09-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Mart Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Mart Enterprises, Inc. Retirement Plan, Total assets ($B): 0.003108892 · Participants: 23Mart Enterprises, Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Mart Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Mart Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Profit Sharing by assets is Insul-Therm Profit Sharing Plan in CA ($3M); by covered participants it is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Mart Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Mart Enterprises, Inc. Retirement Plan grew sharply - up 15.7% during 2023, from $3M to $3M. Reported net income was $422K.
Which Profit Sharing plans are similar in size to Mart Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Insul-Therm Profit Sharing Plan in CA ($3M, 42 participants).
Which Profit Sharing plans cover a similar participant headcount to Mart Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants, $12M 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 471784301.

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.