Profit Sharing · DOL Form 5500 · 2023
Modern Edge Ventures Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $782,320
- Avg per participant High balance/head
Official DOL plan name: Modern Edge Ventures Inc. Retirement Plan · Sponsored by Modern Edge Ventures Inc. · Texas · Construction
$2M in assets, 3 participants
Modern Edge Ventures Inc.'s Modern Edge Ventures Inc. Retirement Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #2,725 in Construction (9,030 peers)
Modern Edge Ventures Inc. multi-year trail
Modern Edge Ventures Inc.'s plans moved +178.6% in assets from 2022 to 2024; this filing shows Modern Edge Ventures Inc. Retirement Plan at $2M / 3 participants.
- #2,725
- in Construction (9,030 peers)
- -6.0%
- assets change YoY
The plan reported a net loss of $150K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Modern Edge Ventures Inc. Retirement Plan among the smaller filed plans by assets
Modern Edge Ventures Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,346,961 32nd percentile higher than 32% 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
Modern Edge Ventures 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. Modern Edge Ventures 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
- Modern Edge Ventures Inc. Retirement Plan reported net income fell from $26 in the plan year 2022 filing to -$150K in the plan year 2023 filing.
- Modern Edge Ventures Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Modern Edge Ventures Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 871116048 · Modern Edge Ventures Inc. PY 2023 · Profit Sharing
Modern Edge Ventures Inc. Retirement Plan · $2M · 3 · 32nd
- BOY $2M
- SCH 3
- EBSA 32nd
- PART Profit Sharing
- TYPE near Gaston Day School 401(a) DC Plan
- NET ind #2725
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 Construction retirement plans → · Plans in Texas →
Modern Edge Ventures Inc. Retirement Plan in the asset neighbourhood
Modern Edge Ventures Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Modern Edge Ventures Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 178.64400344890143% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 4 | $7M |
Modern Edge Ventures Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$150K |
| Employer EIN | 871116048 |
| Plan Effective Date | 2021-06-17 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Modern Edge Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Gaston Day School 401(a) DC Plan in NC ($2M); 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 ($2M 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.