Profit Sharing · DOL Form 5500 · 2023

Deb Ventures Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
35th
Percentile by assets National rank
$936,336
Avg per participant High balance/head
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Official DOL plan name: Deb Ventures Inc. Pension Transfer Trust Plan · Sponsored by Deb Ventures Inc. · Florida · Retail Trade

$3M in assets, 3 participants

Deb Ventures Inc.'s Deb Ventures Inc. Pension Transfer Trust Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,902 in Retail Trade (8,414 peers)

Deb Ventures Inc. multi-year trail

Deb Ventures Inc.'s plans moved +17.0% in assets from 2022 to 2024; this filing shows Deb Ventures Inc. Pension Transfer Trust Plan at $3M / 3 participants.

#3,902
in Retail Trade (8,414 peers)
+16.2%
assets growth YoY

Deb Ventures Inc. Pension Transfer Trust Plan's mid-pack asset rank among Retail Trade and all filers

Deb Ventures Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$2,809,009 35th percentile higher than 35% 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

Deb Ventures 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. Deb Ventures Inc. Pension Transfer Trust Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Deb Ventures Inc. Pension Transfer Trust Plan reported net income rose from -$397K in the plan year 2022 filing to $392K in the plan year 2023 filing.
  • Deb Ventures Inc. Pension Transfer Trust Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 202235265 · Deb Ventures Inc. PY 2023 · Profit Sharing

Deb Ventures Inc. Pension Transfer Trust Plan · $3M · 3 · 35th

  • PHOTO $3M
  • IND 3
  • EOY 35th
  • 5500 Profit Sharing
  • ASSETS near Burhenn & Gest, LLP Profit Sharing Plan
  • PCT ind #3902

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 Florida →

Deb Ventures Inc. Pension Transfer Trust Plan in the asset neighbourhood

Deb Ventures Inc. Pension Transfer Trust PlanDeb Ventures Inc. Pension Tr…$3MBurhenn & Gest, LLP Profit Sharing PlanBurhenn & Gest, LLP Profit S…$3MGrandville Calvin Christian Schools 403(b) PlanGrandville Calvin Christian …$3MJoseph D. Fridgen, Dds, Inc. Profit Sharing PlanJoseph D. Fridgen, Dds, Inc.…$3MPacific Unlimited, Inc. 401(k) Profit Sharing PlanPacific Unlimited, Inc. 401(…$3M
End-of-year total assets ($M) among Deb Ventures Inc. Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Deb Ventures Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Deb Ventures Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.974445012195147% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.42M $2.83M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $3M
2024 1 4 $3M

Deb Ventures Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$392K
Employer EIN202235265
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Deb Ventures Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Deb Ventures Inc. Pension Transfer Trust Plan, Total assets ($B): 0.002809009 · Participants: 3Deb Ventures Inc. Pension Transfer Trust PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Deb Ventures Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Deb Ventures Inc. Pension Transfer Trust Plan side-by-side with 3 peers →

Deb Ventures Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Burhenn & Gest, LLP Profit Sharing Plan in CA ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Deb Ventures Inc. Pension Transfer Trust Plan assets move in 2023? ▼
Deb Ventures Inc. Pension Transfer Trust Plan grew sharply - up 16.2% during 2023, from $2M to $3M. Reported net income was $392K.
How have Deb Ventures Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Deb Ventures Inc.'s sponsor-wide assets grew 17.0%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Deb Ventures Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Burhenn & Gest, LLP Profit Sharing Plan in CA ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Deb Ventures Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 202235265.

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.