Profit Sharing · DOL Form 5500 · 2023

Rezai Ventures, Inc. Profit Sharing Plan

Data updated 2026-08-25

$161K
Total assets Small plan by assets
5
Participants Small participant base
9th
Percentile by assets National rank
$32,149
Avg per participant Low balance/head
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Official DOL plan name: Rezai Ventures, Inc. - Pension Transfer Trust Plan · Sponsored by Rezai Ventures, Inc. · Florida · Retail Trade

$161K in assets, 5 participants

Rezai Ventures, Inc.'s Rezai Ventures, Inc. - Pension Transfer Trust Plan reported $161K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,226 in Retail Trade (8,414 peers)

Rezai Ventures, Inc. multi-year trail

Rezai Ventures, Inc.'s plans moved +78.3% in assets from 2022 to 2024; this filing shows Rezai Ventures, Inc. - Pension Transfer Trust Plan at $161K / 5 participants.

#1,226
in Retail Trade (8,414 peers)
+146.4%
assets growth YoY

Rezai Ventures, Inc. - Pension Transfer Trust Plan among the smaller filed plans by assets

Rezai Ventures, Inc. - Pension Transfer Trust Plan vs every filed plan by assets

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

$160,744 9th percentile higher than 9% 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

Rezai 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. Rezai Ventures, Inc. - Pension Transfer Trust Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rezai Ventures, Inc. - Pension Transfer Trust Plan reported net income rose from -$4K in the plan year 2022 filing to $96K in the plan year 2023 filing.
  • Rezai Ventures, Inc. - Pension Transfer Trust Plan end-of-year assets rose from $65K in the plan year 2022 filing to $161K in the plan year 2023 filing.
  • Rezai Ventures, Inc. - Pension Transfer Trust Plan reported participants rose from 3 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 800558630 · Rezai Ventures, Inc. PY 2023 · Profit Sharing

Rezai Ventures, Inc. - Pension Transfer Trust Plan · $161K · 5 · 9th

  • PCT $161K
  • EIN 5
  • RANK 9th
  • PHOTO Profit Sharing
  • IND near Lewis Leigh Ventures, Inc. Profit Sharing Plan
  • EOY ind #1226

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 →

Rezai Ventures, Inc. - Pension Transfer Trust Plan in the asset neighbourhood

Rezai Ventures, Inc. - Pension Transfer Trust PlanRezai Ventures, Inc. - Pensi…$161KLewis Leigh Ventures, Inc. Profit Sharing PlanLewis Leigh Ventures, Inc. P…$161KSalpare, Inc. Profit Sharing PlanSalpare, Inc. Profit Sharing…$161K5 Rivers Tea Company, Inc. Retirement Plan5 Rivers Tea Company, Inc. R…$161KFaster Engineering, Inc. Retirement PlanFaster Engineering, Inc. Ret…$161K
End-of-year total assets ($M) among Rezai Ventures, Inc. - Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Rezai Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rezai Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$116K 78.32137821102324% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.07M $0.12M ▲ +71.4%
Year Plans Participants Total Assets
2022 1 3 $65K
2023 1 5 $161K
2024 1 7 $116K

Rezai Ventures, Inc. filing trail (2023)

Total Assets (Beginning of Year)$65K
Net Assets (End of Year)$161K
Net Income$96K
Employer EIN800558630
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Rezai 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 ($B) Participants Rezai Ventures, Inc. - Pension Transfer Trust Plan, Total assets ($B): 0.000160744 · Participants: 5Rezai 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
Rezai Ventures, Inc. - Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Rezai Ventures, Inc. - Pension Transfer Trust Plan side-by-side with 3 peers →

Rezai 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 Lewis Leigh Ventures, Inc. Profit Sharing Plan in TX ($161K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Rezai Ventures, Inc. - Pension Transfer Trust Plan assets move in 2023? ▼
Rezai Ventures, Inc. - Pension Transfer Trust Plan surged - up 146.4% during 2023, from $65K to $161K. Reported net income was $96K.
How have Rezai Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rezai Ventures, Inc.'s sponsor-wide assets grew 78.3%, from $65K to $116K.
Where does Rezai Ventures, Inc. - Pension Transfer Trust Plan rank by assets among Form 5500 filers? ▼
Rezai Ventures, Inc. - Pension Transfer Trust Plan ranks in the 9th 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 Rezai Ventures, Inc. - Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lewis Leigh Ventures, Inc. Profit Sharing Plan in TX ($161K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Rezai Ventures, Inc. - Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, 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 800558630.

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.