Profit Sharing · DOL Form 5500 · 2023
Athena Cruz Holdings Inc. Profit Sharing Plan
Data updated 2026-08-25
- $815K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $815,123
- Avg per participant High balance/head
Official DOL plan name: Athena Cruz Holdings Inc. Retirement Plan · Sponsored by Athena Cruz Holdings Inc. · New York · Retail Trade
$815K in assets, 1 participants
Athena Cruz Holdings Inc.'s Athena Cruz Holdings Inc. Retirement Plan reported $815K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #2,877 in Retail Trade (8,414 peers)
2023 asset change
Athena Cruz Holdings Inc. Retirement Plan surged 33.7% in 2023 ($610K → $815K) for 1 participant.
- #2,877
- in Retail Trade (8,414 peers)
- +33.7%
- assets growth YoY
Athena Cruz Holdings Inc. Retirement Plan among the smaller filed plans by assets
Athena Cruz Holdings Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$815,123 22nd percentile higher than 22% 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
Athena Cruz Holdings 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. Athena Cruz Holdings 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
- Athena Cruz Holdings Inc. Retirement Plan reported net income fell from $404K in the plan year 2022 filing to $206K in the plan year 2023 filing.
- Athena Cruz Holdings Inc. Retirement Plan end-of-year assets rose from $610K in the plan year 2022 filing to $815K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 870838725 · Athena Cruz Holdings Inc. PY 2023 · Profit Sharing
Athena Cruz Holdings Inc. Retirement Plan · $815K · 1 · 22nd
- IND $815K
- EOY 1
- 5500 22nd
- ASSETS Profit Sharing
- PCT near Broadwater Partners Inc. Retirement Plan
- EIN ind #2877
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 New York →
Athena Cruz Holdings Inc. Retirement Plan in the asset neighbourhood
Athena Cruz Holdings Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Athena Cruz Holdings 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 | $610K |
| 2023 | 1 | 1 | $815K |
| 2024 | 1 | 1 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $610K |
|---|---|
| Net Assets (End of Year) | $815K |
| Net Income | $206K |
| Employer EIN | 870838725 |
| Plan Effective Date | 2021-05-29 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Athena Cruz Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Broadwater Partners Inc. Retirement Plan in MD ($815K); 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 ($815K 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.