Profit Sharing · DOL Form 5500 · 2023

Bartino Neo Co. Profit Sharing Plan

Data updated 2026-08-25

$123K
Total assets Small plan by assets
6
Participants Small participant base
7th
Percentile by assets National rank
$20,420
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bartino Neo Co. Retirement Plan · Sponsored by Bartino Neo Co. · Ohio · Healthcare & Social Assistance

$123K in assets, 6 participants

Bartino Neo Co.'s Bartino Neo Co. Retirement Plan reported $123K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #915 in Healthcare & Social Assistance (17,684 peers)

Bartino Neo Co. multi-year trail

Bartino Neo Co.'s plans moved +1260.6% in assets from 2022 to 2024; this filing shows Bartino Neo Co. Retirement Plan at $123K / 6 participants.

#915
in Healthcare & Social Assistance (17,684 peers)
-5.8%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bartino Neo Co. Retirement Plan among the smaller filed plans by assets

Bartino Neo Co. Retirement Plan vs every filed plan by assets

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

$122,517 7th percentile higher than 7% 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

Bartino Neo Co. 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. Bartino Neo Co. Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bartino Neo Co. Retirement Plan reported net income fell from -$2K in the plan year 2022 filing to -$7K in the plan year 2023 filing.
  • Bartino Neo Co. Retirement Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Bartino Neo Co. Retirement Plan end-of-year assets fell from $130K in the plan year 2022 filing to $123K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 844830211 · Bartino Neo Co. PY 2023 · Profit Sharing

Bartino Neo Co. Retirement Plan · $123K · 6 · 7th

  • RANK $123K
  • RANK 6
  • RANK 7th
  • RANK Profit Sharing
  • RANK near Jnam Senior Services Inc. Retirement Plan
  • RANK ind #915

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Bartino Neo Co. Retirement Plan in the asset neighbourhood

Bartino Neo Co. Retirement PlanBartino Neo Co. Retirement P…$123KJnam Senior Services Inc. Retirement PlanJnam Senior Services Inc. Re…$123KZr Utah One Inc. Retirement PlanZr Utah One Inc. Retirement …$123KValerm Law Group Retirement PlanValerm Law Group Retirement …$123KStella Ventus Corp. Profit Sharing PlanStella Ventus Corp. Profit S…$123K
End-of-year total assets ($M) among Bartino Neo Co. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bartino Neo Co. multi-year asset trail

Sponsor-wide plan assets over time

All Bartino Neo Co. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1260.5794671425056% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.13M $1.77M ▲ +1261.5%
Year Plans Participants Total Assets
2022 1 7 $130K
2023 1 6 $123K
2024 1 8 $2M

Bartino Neo Co. filing trail (2023)

Total Assets (Beginning of Year)$130K
Net Assets (End of Year)$123K
Net Income-$7K
Employer EIN844830211
Plan Effective Date2020-03-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Bartino Neo Co. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Bartino Neo Co. Retirement Plan, Total assets ($B): 0.000122517 · Participants: 6Bartino Neo Co. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Bartino Neo Co. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Bartino Neo Co. Retirement Plan side-by-side with 3 peers →

Bartino Neo Co. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Jnam Senior Services Inc. Retirement Plan in NJ ($123K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($123K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Bartino Neo Co. Retirement Plan assets move in 2023? ▼
Bartino Neo Co. Retirement Plan pulled back noticeably - down 5.8% during 2023, from $130K to $123K. Reported net income was -$7K.
How have Bartino Neo Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bartino Neo Co.'s sponsor-wide assets grew 1260.6%, from $130K to $2M.
Where does Bartino Neo Co. Retirement Plan rank by assets among Form 5500 filers? ▼
Bartino Neo Co. Retirement Plan ranks in the 7th 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 Bartino Neo Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jnam Senior Services Inc. Retirement Plan in NJ ($123K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Bartino Neo Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 844830211.

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.