Profit Sharing · DOL Form 5500 · 2023
Annadel Development Corporation Profit Sharing Plan
Data updated 2026-08-25
- $199K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $66,254
- Avg per participant Below avg balance/head
Official DOL plan name: Annadel Development Corporation Retirement Plan · Sponsored by Annadel Development Corporation · Utah · Retail Trade
$199K in assets, 3 participants
Annadel Development Corporation's Annadel Development Corporation Retirement Plan reported $199K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #1,436 in Retail Trade (8,414 peers)
What the 2023 filing shows
Annadel Development Corporation Retirement Plan holds $199K for 3 participants - about $66,254 per participant, among the smaller plans by assets on file.
- #1,436
- in Retail Trade (8,414 peers)
- -5.2%
- assets change YoY
The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Annadel Development Corporation Retirement Plan among the smaller filed plans by assets
Annadel Development Corporation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$198,761 11th percentile higher than 11% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Annadel Development Corporation 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. Annadel Development Corporation Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Annadel Development Corporation Retirement Plan reported net income fell from $57K in the plan year 2022 filing to -$11K in the plan year 2023 filing.
- Annadel Development Corporation Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Annadel Development Corporation Retirement Plan end-of-year assets fell from $210K in the plan year 2022 filing to $199K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 824369768 · Annadel Development Corporation PY 2023 · Profit Sharing
Annadel Development Corporation Retirement Plan · $199K · 3 · 11th
- ASSETS $199K
- ASSETS 3
- ASSETS 11th
- ASSETS Profit Sharing
- ASSETS near The Max of Ohio, Inc. Retirement Plan
- ASSETS ind #1436
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 Utah →
Annadel Development Corporation Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $210K |
|---|---|
| Net Assets (End of Year) | $199K |
| Net Income | -$11K |
| Employer EIN | 824369768 |
| Plan Effective Date | 2018-02-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Annadel Development Corporation)
Sponsor-wide plan assets over time
All Annadel Development Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $225K 7.2040045045904835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $210K |
| 2023 | 1 | 3 | $199K |
| 2024 | 1 | 4 | $225K |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Wgu Retirement Savings Plan $431M · 7,868
- Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan $320M · 2,460
- Parsons Behle & Latimer Profit Sharing Plan & Trust $147M · 265
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees $118M · N/A
- Campbell Scientific Profit Sharing Plan $106M · 651
Annadel Development Corporation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Utah, the nearest Profit Sharing by assets is The Max of Ohio, Inc. Retirement Plan in OH ($199K); 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 ($199K 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.