Profit Sharing · DOL Form 5500 · 2023

Charlotte Cycle, Inc. Profit Sharing Plan

Data updated 2026-08-25

$358
Total assets Small plan by assets
7
Participants Small participant base
0th
Percentile by assets National rank
$51
Avg per participant Low balance/head
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Official DOL plan name: Charlotte Cycle, Inc. Retirement Plan · Sponsored by Charlotte Cycle, Inc. · Colorado · Arts, Entertainment & Recreation

$358 in assets, 7 participants

Charlotte Cycle, Inc.'s Charlotte Cycle, Inc. Retirement Plan reported $358 in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

  • #27 in Arts, Entertainment & Recreation (2,945 peers)

Charlotte Cycle, Inc. multi-year trail

Charlotte Cycle, Inc.'s plans moved +89.5% in assets from 2022 to 2024; this filing shows Charlotte Cycle, Inc. Retirement Plan at $358 / 7 participants.

#27
in Arts, Entertainment & Recreation (2,945 peers)
+39.3%
assets growth YoY

Charlotte Cycle, Inc. Retirement Plan among the smaller filed plans by assets

Charlotte Cycle, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$358 0th percentile higher than 0% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Charlotte Cycle, 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. Charlotte Cycle, Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charlotte Cycle, Inc. Retirement Plan reported net income rose from -$541K in the plan year 2022 filing to $101 in the plan year 2023 filing.
  • Charlotte Cycle, Inc. Retirement Plan end-of-year assets rose from $257 in the plan year 2022 filing to $358 in the plan year 2023 filing.
  • Charlotte Cycle, Inc. Retirement Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 473956410 · Charlotte Cycle, Inc. PY 2023 · Profit Sharing

Charlotte Cycle, Inc. Retirement Plan · $358 · 7 · 0th

  • EBSA $358
  • EBSA 7
  • EBSA 0th
  • EBSA Profit Sharing
  • EBSA near Cahill Business Group Inc. Retirement Plan
  • EBSA ind #27

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 Arts, Entertainment & Recreation retirement plans → · Plans in Colorado →

Charlotte Cycle, Inc. Retirement Plan in the asset neighbourhood

Charlotte Cycle, Inc. Retirement PlanCharlotte Cycle, Inc. Retire…$358Cahill Business Group Inc. Retirement PlanCahill Business Group Inc. R…$355William F Walsh Retirement PlanWilliam F Walsh Retirement P…$355Profit Sharing Plan & Trust Agreement of Wade Manufacturing CoProfit Sharing Plan & Trust …$363Southern Heart and Soul Inc. Retirement PlanSouthern Heart and Soul Inc.…$349
End-of-year total assets ($M) among Charlotte Cycle, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Charlotte Cycle, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Charlotte Cycle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$487 89.49416342412452% vs 2022
2024 filing year
$0M 202220232024 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 8 $257
2023 1 7 $358
2024 1 2 $487

Charlotte Cycle, Inc. filing trail (2023)

Total Assets (Beginning of Year)$257
Net Assets (End of Year)$358
Net Income$101
Employer EIN473956410
Plan Effective Date2015-05-11
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Charlotte Cycle, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Charlotte Cycle, Inc. Retirement Plan, Total assets ($M): 0.000358 · Participants: 7Charlotte Cycle, Inc. Retirement PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Charlotte Cycle, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Charlotte Cycle, Inc. Retirement Plan side-by-side with 3 peers →

Charlotte Cycle, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Cahill Business Group Inc. Retirement Plan in PA ($355); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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.

Frequently Asked Questions

How did Charlotte Cycle, Inc. Retirement Plan assets move in 2023? ▼
Charlotte Cycle, Inc. Retirement Plan surged - up 39.3% during 2023, from $257 to $358. Reported net income was $101.
How have Charlotte Cycle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charlotte Cycle, Inc.'s sponsor-wide assets grew 89.5%, from $257 to $487.
Where does Charlotte Cycle, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Charlotte Cycle, Inc. Retirement Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Charlotte Cycle, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cahill Business Group Inc. Retirement Plan in PA ($355, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Charlotte Cycle, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 473956410.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.