Profit Sharing · DOL Form 5500 · 2023

Leftin Investment Co. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
39th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Leftin Investment Co. Profit Sharing Plan · Sponsored by Leftin Investment Co. · Colorado · Real Estate

$4M in assets, 2 participants

Leftin Investment Co.'s Leftin Investment Co. Profit Sharing Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,802 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Leftin Investment Co. Profit Sharing Plan ranks #2,802 of 4,727 2023 filers by assets (684% of the sector average)-$4M for 2 participants.

#2,802
in Real Estate (4,727 peers)
+4.5%
assets growth YoY

Leftin Investment Co. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Leftin Investment Co. Profit Sharing Plan vs every filed plan by assets

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

$3,795,520 39th percentile higher than 39% 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

Leftin Investment Co. Profit Sharing 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. Leftin Investment Co. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Leftin Investment Co. Profit Sharing Plan reported net income rose from $64K in the plan year 2022 filing to $167K in the plan year 2023 filing.
  • Leftin Investment Co. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 840481984 · Leftin Investment Co. PY 2023 · Profit Sharing

Leftin Investment Co. Profit Sharing Plan · $4M · 2 · 39th

  • ASSETS $4M
  • ASSETS 2
  • ASSETS 39th
  • ASSETS Profit Sharing
  • ASSETS near Stubbs & Schubart PC Profit Sharing Plan & Trust
  • ASSETS ind #2802

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 Real Estate retirement plans → · Plans in Colorado →

Leftin Investment Co. Profit Sharing Plan in the asset neighbourhood

Leftin Investment Co. Profit Sharing PlanLeftin Investment Co. Profit…$4MStubbs & Schubart PC Profit Sharing Plan & TrustStubbs & Schubart PC Profit …$4MShed Nyc, Inc. 403(b) Plan$4MSanta Clara Nut Company, Inc. Profit Sharing PlanSanta Clara Nut Company, Inc…$4MEnvirochrome Decorating Co., Inc. Profit Sharing PlanEnvirochrome Decorating Co.,…$4M
End-of-year total assets ($M) among Leftin Investment Co. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$167K
Employer EIN840481984
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leftin Investment Co.)

Sponsor-wide plan assets over time

All Leftin Investment Co. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.793147547105175% vs 2022
2024 filing year
$3.6M$3.7M$3.8M$3.9M 202220232024 $3.63M $3.84M ▲ +5.8%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $4M
2024 1 2 $4M

Nearby Profit Sharing Plans in Colorado

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

Leftin Investment Co. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 020406080 Total assets ($M) Participants Leftin Investment Co. Profit Sharing Plan, Total assets ($M): 3.79552 · Participants: 2Leftin Investment Co. Profit Sharing PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Leftin Investment Co. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Leftin Investment Co. Profit Sharing Plan side-by-side with 3 peers →

Leftin Investment Co. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Stubbs & Schubart PC Profit Sharing Plan & Trust in AZ ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Leftin Investment Co. Profit Sharing Plan assets move in 2023? ▼
Leftin Investment Co. Profit Sharing Plan edged up modestly - up 4.5% during 2023, from $4M to $4M. Reported net income was $167K.
How have Leftin Investment Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leftin Investment Co.'s sponsor-wide assets grew 5.8%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Leftin Investment Co. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Stubbs & Schubart PC Profit Sharing Plan & Trust in AZ ($4M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Leftin Investment Co. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 840481984.

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.