Profit Sharing · DOL Form 5500 · 2023

Compass Factor, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$640,196
Avg per participant High balance/head
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Official DOL plan name: Compass Factor, Inc. Profit Sharing Plan · Sponsored by Compass Factor, Inc. · Texas · Professional & Technical Services

$1M in assets, 2 participants

Compass Factor, Inc.'s Compass Factor, Inc. Profit Sharing Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,326 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Compass Factor, Inc. Profit Sharing Plan holds $1M for 2 participants - about $640,196 per participant, in the lower half of filed plans by assets.

#4,326
in Professional & Technical Services (20,321 peers)
+5.9%
assets growth YoY

Compass Factor, Inc. Profit Sharing Plan among the smaller filed plans by assets

Compass Factor, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,280,391 26th percentile higher than 26% 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

Compass Factor, Inc. Profit Sharing 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. Compass Factor, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Compass Factor, Inc. Profit Sharing Plan reported net income rose from -$216K in the plan year 2022 filing to $72K in the plan year 2023 filing.
  • Compass Factor, Inc. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 201419578 · Compass Factor, Inc. PY 2023 · Profit Sharing

Compass Factor, Inc. Profit Sharing Plan · $1M · 2 · 26th

  • BOY $1M
  • BOY 2
  • BOY 26th
  • BOY Profit Sharing
  • BOY near Flextrude Aluminum Shapes 401(k) Plan
  • BOY ind #4326

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 Professional & Technical Services retirement plans → · Plans in Texas →

Compass Factor, Inc. Profit Sharing Plan in the asset neighbourhood

Compass Factor, Inc. Profit Sharing PlanCompass Factor, Inc. Profit …$1MFlextrude Aluminum Shapes 401(k) PlanFlextrude Aluminum Shapes 40…$1MEagles Wings, LLC Profit Sharing PlanEagles Wings, LLC Profit Sha…$1MOaklare Management, Corp. Retirement PlanOaklare Management, Corp. Re…$1MH & T Medicals, Incorporated Retirement PlanH & T Medicals, Incorporated…$1M
End-of-year total assets ($M) among Compass Factor, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$72K
Employer EIN201419578
Plan Effective Date2004-07-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Compass Factor, Inc.)

Sponsor-wide plan assets over time

All Compass Factor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 5.930634967779619% vs 2022
2023 filing year
$1.2M$1.25M$1.3M 20222023 $1.21M $1.28M ▲ +5.8%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M

Nearby Profit Sharing Plans in Texas

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

Compass Factor, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Compass Factor, Inc. Profit Sharing Plan, Total assets ($B): 0.001280391 · Participants: 2Compass Factor, Inc. Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Compass Factor, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Compass Factor, Inc. Profit Sharing Plan side-by-side with 3 peers →

Compass Factor, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Flextrude Aluminum Shapes 401(k) Plan in FL ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Compass Factor, Inc. Profit Sharing Plan assets move in 2023? ▼
Compass Factor, Inc. Profit Sharing Plan grew at a solid clip - up 5.9% during 2023, from $1M to $1M. Reported net income was $72K.
How have Compass Factor, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Compass Factor, Inc.'s sponsor-wide assets grew 5.9%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Compass Factor, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Flextrude Aluminum Shapes 401(k) Plan in FL ($1M, 144 participants).
Which Profit Sharing plans cover a similar participant headcount to Compass Factor, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 201419578.

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.