Profit Sharing · DOL Form 5500 · 2023

Onward Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
16
Participants Small participant base
33rd
Percentile by assets National rank
$152,935
Avg per participant Above avg balance/head
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Official DOL plan name: Onward Holdings, Inc. Retirement Plan · Sponsored by Onward Holdings, Inc. · North Carolina · Manufacturing

$2M in assets, 16 participants

Onward Holdings, Inc.'s Onward Holdings, Inc. Retirement Plan reported $2M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,162 in Manufacturing (18,722 peers)

What the 2023 filing shows

Onward Holdings, Inc. Retirement Plan holds $2M for 16 participants - about $152,935 per participant, in the lower half of filed plans by assets.

#3,162
in Manufacturing (18,722 peers)
-2.1%
assets change YoY

The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Onward Holdings, Inc. Retirement Plan among the smaller filed plans by assets

Onward Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$2,446,956 33rd percentile higher than 33% 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

Onward Holdings, 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. Onward Holdings, Inc. Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Onward Holdings, Inc. Retirement Plan reported net income fell from $213K in the plan year 2022 filing to -$53K in the plan year 2023 filing.
  • Onward Holdings, Inc. Retirement Plan reported participants fell from 19 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Onward Holdings, Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 455342348 · Onward Holdings, Inc. PY 2023 · Profit Sharing

Onward Holdings, Inc. Retirement Plan · $2M · 16 · 33rd

  • PHOTO $2M
  • PHOTO 16
  • PHOTO 33rd
  • PHOTO Profit Sharing
  • PHOTO near Container Systems & Equipment Company Profit Sharing Plan
  • PHOTO ind #3162

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 Manufacturing retirement plans → · Plans in North Carolina →

Onward Holdings, Inc. Retirement Plan in the asset neighbourhood

Onward Holdings, Inc. Retirement PlanOnward Holdings, Inc. Retire…$2MContainer Systems & Equipment Company Profit Sharing PlanContainer Systems & Equipmen…$2MPoint Commerce,Inc. Profit Sharing PlanPoint Commerce,Inc. Profit S…$2MImporters Service Corp. Employees' Retirement Profit Sharing TrustImporters Service Corp. Empl…$2MRenmar Dme Inc. Retirement PlanRenmar Dme Inc. Retirement P…$2M
End-of-year total assets ($M) among Onward Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$53K
Employer EIN455342348
Plan Effective Date2012-05-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Onward Holdings, Inc.)

Sponsor-wide plan assets over time

All Onward Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.463855125338307% vs 2022
2024 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M 202220232024 $2.5M $2.26M ▼ -9.6%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 16 $2M
2024 1 15 $2M

Nearby Profit Sharing Plans in North Carolina

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

Onward Holdings, 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 ($B) Participants Onward Holdings, Inc. Retirement Plan, Total assets ($B): 0.002446956 · Participants: 16Onward Holdings, 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
Onward Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Onward Holdings, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest Profit Sharing by assets is Container Systems & Equipment Company Profit Sharing Plan in FL ($2M); by covered participants it is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Onward Holdings, Inc. Retirement Plan assets move in 2023? ▼
Onward Holdings, Inc. Retirement Plan edged down modestly - down 2.1% during 2023, from $3M to $2M. Reported net income was -$53K.
How have Onward Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Onward Holdings, Inc.'s sponsor-wide assets declined 9.5%, from $3M to $2M.
Which Profit Sharing plans are similar in size to Onward Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Container Systems & Equipment Company Profit Sharing Plan in FL ($2M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Onward Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants, $10M 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 455342348.

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.