Profit Sharing · DOL Form 5500 · 2023

Moon3 Holdings Inc. Profit Sharing Plan

Data updated 2026-08-25

$400K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$133,339
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Moon3 Holdings Inc. Retirement Plan · Sponsored by Moon3 Holdings Inc. · Texas · Other Services

$400K in assets, 3 participants

Moon3 Holdings Inc.'s Moon3 Holdings Inc. Retirement Plan reported $400K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,742 in Other Services (7,857 peers)

Moon3 Holdings Inc. multi-year trail

Moon3 Holdings Inc.'s plans moved -27.6% in assets from 2022 to 2024; this filing shows Moon3 Holdings Inc. Retirement Plan at $400K / 3 participants.

#2,742
in Other Services (7,857 peers)
-42.1%
assets change YoY

The plan reported a net loss of $291K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Moon3 Holdings Inc. Retirement Plan among the smaller filed plans by assets

Moon3 Holdings Inc. Retirement Plan vs every filed plan by assets

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

$400,017 16th percentile higher than 16% 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

Moon3 Holdings Inc. Retirement 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. Moon3 Holdings Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moon3 Holdings Inc. Retirement Plan reported net income fell from -$69K in the plan year 2022 filing to -$291K in the plan year 2023 filing.
  • Moon3 Holdings Inc. Retirement Plan reported participants rose from 1 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Moon3 Holdings Inc. Retirement Plan end-of-year assets fell from $691K in the plan year 2022 filing to $400K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 871251071 · Moon3 Holdings Inc. PY 2023 · Profit Sharing

Moon3 Holdings Inc. Retirement Plan · $400K · 3 · 16th

  • EBSA $400K
  • PART 3
  • TYPE 16th
  • NET Profit Sharing
  • BOOK near Asterismos Inc. Retirement Plan
  • VS-ST ind #2742

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 Other Services retirement plans → · Plans in Texas →

Moon3 Holdings Inc. Retirement Plan in the asset neighbourhood

Moon3 Holdings Inc. Retirement PlanMoon3 Holdings Inc. Retireme…$400KAsterismos Inc. Retirement PlanAsterismos Inc. Retirement P…$400KWeald Enterprises, Inc. Retirement PlanWeald Enterprises, Inc. Reti…$400KMy Three Angels Corporation, Inc. Retirement PlanMy Three Angels Corporation,…$400KPincheck Corporation Retirement PlanPincheck Corporation Retirem…$400K
End-of-year total assets ($M) among Moon3 Holdings Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Moon3 Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Moon3 Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$500K 27.64017041573567% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.69M $0.5M ▼ -27.5%
Year Plans Participants Total Assets
2022 1 1 $691K
2023 1 3 $400K
2024 1 4 $500K

Moon3 Holdings Inc. filing trail (2023)

Total Assets (Beginning of Year)$691K
Net Assets (End of Year)$400K
Net Income-$291K
Employer EIN871251071
Plan Effective Date2021-06-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Moon3 Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Moon3 Holdings Inc. Retirement Plan, Total assets ($B): 0.000400017 · Participants: 3Moon3 Holdings Inc. Retirement 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
Moon3 Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Moon3 Holdings Inc. Retirement Plan side-by-side with 3 peers →

Moon3 Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Asterismos Inc. Retirement Plan in CA ($400K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($400K here).

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 Moon3 Holdings Inc. Retirement Plan assets move in 2023? ▼
Moon3 Holdings Inc. Retirement Plan contracted severely - down 42.1% during 2023, from $691K to $400K. Reported net income was -$291K.
How have Moon3 Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moon3 Holdings Inc.'s sponsor-wide assets declined 27.6%, from $691K to $500K.
Where does Moon3 Holdings Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Moon3 Holdings Inc. Retirement Plan ranks in the 16th 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 Moon3 Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Asterismos Inc. Retirement Plan in CA ($400K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Moon3 Holdings Inc. Retirement 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 871251071.

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.