Profit Sharing · DOL Form 5500 · 2023

Shine Ventures, Inc. Profit Sharing Plan

Data updated 2026-08-25

$424K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$211,994
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shine Ventures, Inc. Retirement Plan · Sponsored by Shine Ventures, Inc. · Colorado · Wholesale Trade

$424K in assets, 2 participants

Shine Ventures, Inc.'s Shine Ventures, Inc. Retirement Plan reported $424K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #511 in Wholesale Trade (6,309 peers)

Shine Ventures, Inc. multi-year trail

Shine Ventures, Inc.'s plans moved -47.7% in assets from 2022 to 2024; this filing shows Shine Ventures, Inc. Retirement Plan at $424K / 2 participants.

#511
in Wholesale Trade (6,309 peers)
-20.2%
assets change YoY

The plan reported a net loss of $107K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shine Ventures, Inc. Retirement Plan among the smaller filed plans by assets

Shine Ventures, Inc. Retirement Plan vs every filed plan by assets

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

$423,988 17th percentile higher than 17% 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

Shine Ventures, 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. Shine Ventures, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shine Ventures, Inc. Retirement Plan reported net income fell from -$14K in the plan year 2022 filing to -$107K in the plan year 2023 filing.
  • Shine Ventures, Inc. Retirement Plan end-of-year assets fell from $531K in the plan year 2022 filing to $424K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 474919848 · Shine Ventures, Inc. PY 2023 · Profit Sharing

Shine Ventures, Inc. Retirement Plan · $424K · 2 · 17th

  • TYPE $424K
  • NET 2
  • BOOK 17th
  • VS-ST Profit Sharing
  • BOY near Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan
  • SCH ind #511

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 Wholesale Trade retirement plans → · Plans in Colorado →

Shine Ventures, Inc. Retirement Plan in the asset neighbourhood

Shine Ventures, Inc. Retirement PlanShine Ventures, Inc. Retirem…$424KVerona Insurance Agency, Inc. 401(k) Profit Sharing PlanVerona Insurance Agency, Inc…$424KLivmax, Inc. Retirement Plan$424KPools' Gurus, Inc. Retirement PlanPools' Gurus, Inc. Retiremen…$424KBuscher Bros. Corporation Profit Sharing PlanBuscher Bros. Corporation Pr…$425K
End-of-year total assets ($M) among Shine Ventures, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Shine Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shine Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$278K 47.738138952442824% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.53M $0.28M ▼ -47.2%
Year Plans Participants Total Assets
2022 1 2 $531K
2023 1 2 $424K
2024 1 2 $278K

Shine Ventures, Inc. filing trail (2023)

Total Assets (Beginning of Year)$531K
Net Assets (End of Year)$424K
Net Income-$107K
Employer EIN474919848
Plan Effective Date2015-08-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

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

Shine Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Shine Ventures, Inc. Retirement Plan, Total assets ($M): 0.423988 · Participants: 2Shine Ventures, 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.
Shine Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Shine Ventures, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest Profit Sharing by assets is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ ($424K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Shine Ventures, Inc. Retirement Plan assets move in 2023? ▼
Shine Ventures, Inc. Retirement Plan declined sharply - down 20.2% during 2023, from $531K to $424K. Reported net income was -$107K.
How have Shine Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shine Ventures, Inc.'s sponsor-wide assets declined 47.7%, from $531K to $278K.
Where does Shine Ventures, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Shine Ventures, Inc. Retirement Plan ranks in the 17th 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 Shine Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ ($424K, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Shine Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 474919848.

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.