Profit Sharing · DOL Form 5500 · 2023

Scarlet and Black Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Scarlet and Black Investments Inc. Pension Transfer Trust Plan · Sponsored by Scarlet and Black Investments, Inc. · Texas · Retail Trade

$1M in assets, 1 participants

Scarlet and Black Investments, Inc.'s Scarlet and Black Investments Inc. Pension Transfer Trust Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,084 in Retail Trade (8,414 peers)

What the 2023 filing shows

Scarlet and Black Investments Inc. Pension Transfer Trust Plan holds $1M for 1 participant - about $1.1M per participant, among the smaller plans by assets on file.

#3,084
in Retail Trade (8,414 peers)
+0.0%
assets growth YoY

Scarlet and Black Investments Inc. Pension Transfer Trust Plan among the smaller filed plans by assets

Scarlet and Black Investments Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$1,073,450 24th percentile higher than 24% 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

Scarlet and Black Investments Inc. Pension Transfer Trust 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. Scarlet and Black Investments Inc. Pension Transfer Trust Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 274726408 · Scarlet and Black Investments, Inc. PY 2023 · Profit Sharing

Scarlet and Black Investments Inc. Pension Transfer Trust Plan · $1M · 1 · 24th

  • EOY $1M
  • EOY 1
  • EOY 24th
  • EOY Profit Sharing
  • EOY near Meb Enterprises, Inc. Retirement Plan
  • EOY ind #3084

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 Retail Trade retirement plans → · Plans in Texas →

Scarlet and Black Investments Inc. Pension Transfer Trust Plan in the asset neighbourhood

Octal Ventures, Inc. Retirement PlanOctal Ventures, Inc. Retirem…$1MAdventure Wv, LLC Profit Sharing PlanAdventure Wv, LLC Profit Sha…$1MScarlet and Black Investments Inc. Pension Transfer Trust PlanScarlet and Black Investment…$1MMeb Enterprises, Inc. Retirement PlanMeb Enterprises, Inc. Retire…$1MO'shea Inc Profit Sharing PlanO'shea Inc Profit Sharing Pl…$1M
End-of-year total assets ($M) among Scarlet and Black Investments Inc. Pension Transfer Trust 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
Employer EIN274726408
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scarlet and Black Investments, Inc.)

Sponsor-wide plan assets over time

All Scarlet and Black Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.07M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 N/A

Nearby Profit Sharing Plans in Texas

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

Scarlet and Black Investments Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Scarlet and Black Investments Inc. Pension Transfer Trust Plan, Total assets ($B): 0.00107345 · Participants: 1Scarlet and Black Investments Inc. Pension Transfer Trust 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
Scarlet and Black Investments Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Scarlet and Black Investments Inc. Pension Transfer Trust Plan side-by-side with 3 peers →

Scarlet and Black Investments Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Meb Enterprises, Inc. Retirement Plan in CT ($1M); by covered participants it is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Scarlet and Black Investments Inc. Pension Transfer Trust Plan assets move in 2023? ▼
Scarlet and Black Investments Inc. Pension Transfer Trust Plan held essentially flat - up 0.0% during 2023, from $1M to $1M.
Where does Scarlet and Black Investments Inc. Pension Transfer Trust Plan rank by assets among Form 5500 filers? ▼
Scarlet and Black Investments Inc. Pension Transfer Trust Plan ranks in the 24th 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 Scarlet and Black Investments Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Meb Enterprises, Inc. Retirement Plan in CT ($1M, 19 participants).
Which Profit Sharing plans cover a similar participant headcount to Scarlet and Black Investments Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant, N/A 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 274726408.

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.