Profit Sharing · DOL Form 5500 · 2023
Preferred Oil and Lube Inc. Profit Sharing Plan
Data updated 2026-08-25
- $240K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $240,311
- Avg per participant Above avg balance/head
Official DOL plan name: Preferred Oil and Lube Inc. Retirement Plan · Sponsored by Preferred Oil and Lube Inc. · Arizona · Other Services
$240K in assets, 1 participants
Preferred Oil and Lube Inc.'s Preferred Oil and Lube Inc. Retirement Plan reported $240K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #2,035 in Other Services (7,857 peers)
What the 2023 filing shows
Preferred Oil and Lube Inc. Retirement Plan holds $240K for 1 participant - about $240,311 per participant, among the smaller plans by assets on file.
- #2,035
- in Other Services (7,857 peers)
- $240K
- reported net income
Preferred Oil and Lube Inc. Retirement Plan among the smaller filed plans by assets
Preferred Oil and Lube Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$240,311 12th percentile higher than 12% 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
Preferred Oil and Lube 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. Preferred Oil and Lube Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 934122037 · Preferred Oil and Lube Inc. PY 2023 · Profit Sharing
Preferred Oil and Lube Inc. Retirement Plan · $240K · 1 · 12th
- SCH $240K
- EBSA 1
- PART 12th
- TYPE Profit Sharing
- NET near Tomac Holdings, Inc. Retirement Plan
- BOOK ind #2035
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 Other Services retirement plans → · Plans in Arizona →
Preferred Oil and Lube Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $240K |
| Net Income | $240K |
| Employer EIN | 934122037 |
| Plan Effective Date | 2023-12-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Preferred Oil and Lube Inc.)
Sponsor-wide plan assets over time
All Preferred Oil and Lube Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $240K 0% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $240K |
| 2024 | 1 | 1 | $240K |
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
Preferred Oil and Lube Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Tomac Holdings, Inc. Retirement Plan in IL ($240K); 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 ($240K here).
- Tomac Holdings, Inc. Retirement Plan (IL) $240K · 10
- Fun with the Pack Inc. Retirement Plan (TX) $240K · 1
- The Suite Place Salon Inc. Retirement Plan (CA) $240K · N/A
- James a. Mcpeake Profit Sharing Plan (KY) $241K · 3
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.