Profit Sharing · DOL Form 5500 · 2023
Addie & Grace Boutique Inc. Profit Sharing Plan
Data updated 2026-08-25
- $49K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $49,449
- Avg per participant Low balance/head
Official DOL plan name: Addie & Grace Boutique Inc. Retirement Plan · Sponsored by Addie & Grace Boutique Inc. · Vermont · Retail Trade
$49K in assets, 1 participants
Addie & Grace Boutique Inc.'s Addie & Grace Boutique Inc. Retirement Plan reported $49K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 4th 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.
- #457 in Retail Trade (8,414 peers)
2023 asset change
Addie & Grace Boutique Inc. Retirement Plan contracted severely 38.8% in 2023 ($81K → $49K) for 1 participant.
- #457
- in Retail Trade (8,414 peers)
- -38.8%
- assets change YoY
The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Addie & Grace Boutique Inc. Retirement Plan among the smaller filed plans by assets
Addie & Grace Boutique Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,449 4th percentile higher than 4% 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
Addie & Grace Boutique 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. Addie & Grace Boutique Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Addie & Grace Boutique Inc. Retirement Plan reported net income fell from $81K in the plan year 2022 filing to -$31K in the plan year 2023 filing.
- Addie & Grace Boutique Inc. Retirement Plan end-of-year assets fell from $81K in the plan year 2022 filing to $49K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 881339571 · Addie & Grace Boutique Inc. PY 2023 · Profit Sharing
Addie & Grace Boutique Inc. Retirement Plan · $49K · 1 · 4th
- PCT $49K
- EIN 1
- RANK 4th
- PHOTO Profit Sharing
- IND near Manuel D. Herrero Garcia Profit Sharing Retirement Plan
- EOY ind #457
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 Vermont →
Addie & Grace Boutique Inc. Retirement Plan in the asset neighbourhood
Addie & Grace Boutique Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Addie & Grace Boutique Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $81K |
| 2023 | 1 | 1 | $49K |
| 2024 | 1 | 2 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $81K |
|---|---|
| Net Assets (End of Year) | $49K |
| Net Income | -$31K |
| Employer EIN | 881339571 |
| Plan Effective Date | 2022-03-29 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Vermont
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Champlain College Defined Contribution Retirement Plan $109M · 450
- Retirement Plan for Employees of Howardcenter $98M · 1,272
- Burr and Burton Academy 403(b)Plan $28M · 174
- Aspire Living & Learning, Inc. 403(b) Plan $25M · 996
- The Putney School 403-B Plan $20M · 82
Addie & Grace Boutique Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Vermont, the nearest Profit Sharing by assets is Manuel D. Herrero Garcia Profit Sharing Retirement Plan in PR ($49K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.