Profit Sharing · DOL Form 5500 · 2023
Moon Valley Pool & Spa Maintenance Inc. Profit Sharing Plan
Data updated 2026-08-25
- $742K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $247,351
- Avg per participant Above avg balance/head
Official DOL plan name: Moon Valley Pool & Spa Maintenance Inc. Retirement Plan · Sponsored by Moon Valley Pool & Spa Maintenance Inc. · Arizona · Administrative & Support Services
$742K in assets, 3 participants
Moon Valley Pool & Spa Maintenance Inc.'s Moon Valley Pool & Spa Maintenance Inc. Retirement Plan reported $742K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #1,894 in Administrative & Support Services (4,372 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Moon Valley Pool & Spa Maintenance Inc. Retirement Plan ranks #1,894 of 4,372 2023 filers by assets (3888% of the sector average)-$742K for 3 participants.
- #1,894
- in Administrative & Support Services (4,372 peers)
- +37.3%
- assets growth YoY
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan among the smaller filed plans by assets
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$742,053 21st percentile higher than 21% 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
Moon Valley Pool & Spa Maintenance 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. Moon Valley Pool & Spa Maintenance 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
- Moon Valley Pool & Spa Maintenance Inc. Retirement Plan reported net income rose from -$663K in the plan year 2022 filing to $201K in the plan year 2023 filing.
- Moon Valley Pool & Spa Maintenance Inc. Retirement Plan end-of-year assets rose from $541K in the plan year 2022 filing to $742K in the plan year 2023 filing.
- Moon Valley Pool & Spa Maintenance Inc. Retirement Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 465395530 · Moon Valley Pool & Spa Maintenance Inc. PY 2023 · Profit Sharing
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan · $742K · 3 · 21st
- NET $742K
- NET 3
- NET 21st
- NET Profit Sharing
- NET near Brighton Drive Inc. Profit Sharing Plan
- NET ind #1894
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 Administrative & Support Services retirement plans → · Plans in Arizona →
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $541K |
|---|---|
| Net Assets (End of Year) | $742K |
| Net Income | $201K |
| Employer EIN | 465395530 |
| Plan Effective Date | 2014-04-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moon Valley Pool & Spa Maintenance Inc.)
Sponsor-wide plan assets over time
All Moon Valley Pool & Spa Maintenance Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $329K 39.2216344197403% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $541K |
| 2023 | 1 | 3 | $742K |
| 2024 | 1 | 2 | $329K |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Kitchell Affiliates Employees' Profit Sharing Plan $55M · 543
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $44M · 1,680
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $38M · 26
- Marana Health Center, Inc. 403b Plan $28M · 725
- Center for Biological Diversity 403(b) DC Plan $26M · 180
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Brighton Drive Inc. Profit Sharing Plan in NH ($742K); 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 ($742K here).
- Brighton Drive Inc. Profit Sharing Plan (NH) $742K · 2
- Shenanigans Inc. Retirement Plan (PA) $742K · 2
- Victor M. Gordo Gonzalez Retirement Plan (PR) $742K · 2
- Nilo Co. Profit Sharing Plan (MN) $742K · 1
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.