Profit Sharing · DOL Form 5500 · 2023

Lo Qui Inc. Profit Sharing Plan

Data updated 2026-08-25

$850K
Total assets Small plan by assets
9
Participants Small participant base
22nd
Percentile by assets National rank
$94,444
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lo Qui Inc.Pension Transfer Trust Plan · Sponsored by Lo Qui Inc. · Georgia · Other Services

$850K in assets, 9 participants

Lo Qui Inc.'s Lo Qui Inc.Pension Transfer Trust Plan reported $850K in total assets and 9 participants 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.

  • #3,619 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Lo Qui Inc.Pension Transfer Trust Plan ranks #3,619 of 7,857 2023 filers by assets (2361% of the sector average)-$850K for 9 participants.

#3,619
in Other Services (7,857 peers)
+21.4%
assets growth YoY

Lo Qui Inc.Pension Transfer Trust Plan among the smaller filed plans by assets

Lo Qui Inc.Pension Transfer Trust Plan vs every filed plan by assets

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

$850,000 22nd percentile higher than 22% 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

Lo Qui Inc.Pension Transfer Trust 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. Lo Qui Inc.Pension Transfer Trust Plan is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 472794526 · Lo Qui Inc. PY 2023 · Profit Sharing

Lo Qui Inc.Pension Transfer Trust Plan · $850K · 9 · 22nd

  • PART $850K
  • TYPE 9
  • NET 22nd
  • BOOK Profit Sharing
  • VS-ST near Home of the Good Shepherd Retirement Savings Plan
  • BOY ind #3619

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 Georgia →

Lo Qui Inc.Pension Transfer Trust Plan in the asset neighbourhood

Lo Qui Inc.Pension Transfer Trust PlanLo Qui Inc.Pension Transfer …$850KHome of the Good Shepherd Retirement Savings PlanHome of the Good Shepherd Re…$850KDavis Family Swim School Inc. Retirement PlanDavis Family Swim School Inc…$850KTringles, LLC 401(k)& Profit Sharing PlanTringles, LLC 401(k)& Profit…$850KFuturesmith, Inc. Retirement PlanFuturesmith, Inc. Retirement…$851K
End-of-year total assets ($M) among Lo Qui Inc.Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$700K
Net Assets (End of Year)$850K
Net Income$150K
Employer EIN472794526
Plan Effective Date2015-01-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Lo Qui Inc.)

Sponsor-wide plan assets over time

All Lo Qui Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$700K 17.647058823529413% vs 2023
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M$0.9M 20232024 $0.85M $0.7M ▼ -17.6%
Year Plans Participants Total Assets
2023 1 9 $850K
2024 1 12 $700K

Nearby Profit Sharing Plans in Georgia

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

Lo Qui Inc.Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Lo Qui Inc.Pension Transfer Trust Plan, Total assets ($B): 0.00085 · Participants: 9Lo Qui Inc.Pension Transfer Trust PlanEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Lo Qui Inc.Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants

Lo Qui Inc.Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Home of the Good Shepherd Retirement Savings Plan in NY ($850K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Lo Qui Inc.Pension Transfer Trust Plan assets move in 2023?
Lo Qui Inc.Pension Transfer Trust Plan grew sharply - up 21.4% during 2023, from $700K to $850K. Reported net income was $150K.
How have Lo Qui Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Lo Qui Inc.'s sponsor-wide assets declined 17.6%, from $850K to $700K.
Where does Lo Qui Inc.Pension Transfer Trust Plan rank by assets among Form 5500 filers?
Lo Qui Inc.Pension Transfer Trust Plan ranks in the 22nd 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 Lo Qui Inc.Pension Transfer Trust Plan?
Among Profit Sharing plans in other states, the closest by assets is Home of the Good Shepherd Retirement Savings Plan in NY ($850K, 434 participants).
Which Profit Sharing plans cover a similar participant headcount to Lo Qui Inc.Pension Transfer Trust Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K in assets).