Profit Sharing · DOL Form 5500 · 2023

South Fork Capital Endeavors Inc. Profit Sharing Plan

Data updated 2026-08-25

$130K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$129,710
Avg per participant Near avg balance/head
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Official DOL plan name: South Fork Capital Endeavors Inc. Retirement Plan · Sponsored by South Fork Capital Endeavors Inc. · Wisconsin · Professional & Technical Services

$130K in assets, 1 participants

South Fork Capital Endeavors Inc.'s South Fork Capital Endeavors Inc. Retirement Plan reported $130K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,307 in Professional & Technical Services (20,321 peers)

South Fork Capital Endeavors Inc. multi-year trail

South Fork Capital Endeavors Inc.'s plans moved -10.2% in assets from 2023 to 2024; this filing shows South Fork Capital Endeavors Inc. Retirement Plan at $130K / 1 participant.

#1,307
in Professional & Technical Services (20,321 peers)
$130K
reported net income

South Fork Capital Endeavors Inc. Retirement Plan among the smaller filed plans by assets

South Fork Capital Endeavors Inc. Retirement Plan vs every filed plan by assets

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

$129,710 8th percentile higher than 8% 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

South Fork Capital Endeavors 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. South Fork Capital Endeavors Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 931788515 · South Fork Capital Endeavors Inc. PY 2023 · Profit Sharing

South Fork Capital Endeavors Inc. Retirement Plan · $130K · 1 · 8th

  • PHOTO $130K
  • IND 1
  • EOY 8th
  • 5500 Profit Sharing
  • ASSETS near 2bestmates Enterprise, Inc. Retirement Plan
  • PCT ind #1307

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 Wisconsin →

South Fork Capital Endeavors Inc. Retirement Plan in the asset neighbourhood

South Fork Capital Endeavors Inc. Retirement PlanSouth Fork Capital Endeavors…$130K2bestmates Enterprise, Inc. Retirement Plan2bestmates Enterprise, Inc. …$130KMinnesota Trading Corporation Profit Sharing Plan and TrustMinnesota Trading Corporatio…$130KVictor M. Ortiz Medina Retirement PlanVictor M. Ortiz Medina Retir…$130KA & a 401(k) Retirement Plan$130K
End-of-year total assets ($M) among South Fork Capital Endeavors Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

South Fork Capital Endeavors Inc. multi-year asset trail

Sponsor-wide plan assets over time

All South Fork Capital Endeavors Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$116K 10.197363349009327% vs 2023
2024 filing year
$0.12M$0.12M$0.13M$0.13M$0.14M 20232024 $0.13M $0.12M ▼ -7.7%
Year Plans Participants Total Assets
2023 1 1 $130K
2024 1 1 $116K

South Fork Capital Endeavors Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$130K
Net Income$130K
Employer EIN931788515
Plan Effective Date2023-06-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

South Fork Capital Endeavors Inc. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants South Fork Capital Endeavors Inc. Retirement Plan, Total assets ($B): 0.00012971 · Participants: 1South Fork Capital Endeavors Inc. Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
South Fork Capital Endeavors Inc. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare South Fork Capital Endeavors Inc. Retirement Plan side-by-side with 3 peers →

South Fork Capital Endeavors Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is 2bestmates Enterprise, Inc. Retirement Plan in AZ ($130K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

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 have South Fork Capital Endeavors Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), South Fork Capital Endeavors Inc.'s sponsor-wide assets declined 10.2%, from $130K to $116K.
Where does South Fork Capital Endeavors Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
South Fork Capital Endeavors Inc. Retirement Plan ranks in the 8th 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 South Fork Capital Endeavors Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 2bestmates Enterprise, Inc. Retirement Plan in AZ ($130K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to South Fork Capital Endeavors Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 931788515.

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.