Profit Sharing · DOL Form 5500 · 2023

Mr Bagel Company Profit Sharing Plan

Data updated 2026-08-25

$344K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$171,921
Avg per participant Above avg balance/head
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Official DOL plan name: Mr Bagel Company Retirement Plan · Sponsored by Mr Bagel Company · Kentucky · Retail Trade

$344K in assets, 2 participants

Mr Bagel Company's Mr Bagel Company Retirement Plan reported $344K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,024 in Retail Trade (8,414 peers)

Mr Bagel Company multi-year trail

Mr Bagel Company's plans moved +384.2% in assets from 2022 to 2024; this filing shows Mr Bagel Company Retirement Plan at $344K / 2 participants.

#2,024
in Retail Trade (8,414 peers)
+235.2%
assets growth YoY

Mr Bagel Company Retirement Plan among the smaller filed plans by assets

Mr Bagel Company Retirement Plan vs every filed plan by assets

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

$343,842 15th percentile higher than 15% 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

Mr Bagel Company 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. Mr Bagel Company Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mr Bagel Company Retirement Plan reported net income rose from -$38K in the plan year 2022 filing to $241K in the plan year 2023 filing.
  • Mr Bagel Company Retirement Plan end-of-year assets rose from $103K in the plan year 2022 filing to $344K in the plan year 2023 filing.
  • Mr Bagel Company Retirement Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 824391126 · Mr Bagel Company PY 2023 · Profit Sharing

Mr Bagel Company Retirement Plan · $344K · 2 · 15th

  • PART $344K
  • TYPE 2
  • NET 15th
  • BOOK Profit Sharing
  • VS-ST near Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust
  • BOY ind #2024

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 Kentucky →

Mr Bagel Company Retirement Plan in the asset neighbourhood

Mr Bagel Company Retirement PlanMr Bagel Company Retirement …$344KLedesma & Vargas LLC 1081.01 Retirement Plan and TrustLedesma & Vargas LLC 1081.01…$344KCohen, Frankel & Ruggiero LLP-Profit Sharing PlanCohen, Frankel & Ruggiero LL…$344KThinkspot, Inc. Profit Sharing PlanThinkspot, Inc. Profit Shari…$344KHasselbring Auto Transport, Inc. Profit Sharing PlanHasselbring Auto Transport, …$344K
End-of-year total assets ($M) among Mr Bagel Company Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mr Bagel Company multi-year asset trail

Sponsor-wide plan assets over time

All Mr Bagel Company plans reported in each filing year

Latest sponsor-wide plan assets
$497K 384.1909757429218% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.1M $0.5M ▲ +400.0%
Year Plans Participants Total Assets
2022 1 1 $103K
2023 1 2 $344K
2024 1 2 $497K

Mr Bagel Company filing trail (2023)

Total Assets (Beginning of Year)$103K
Net Assets (End of Year)$344K
Net Income$241K
Employer EIN824391126
Plan Effective Date2018-02-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

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

Mr Bagel Company Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Mr Bagel Company Retirement Plan, Total assets ($B): 0.000343842 · Participants: 2Mr Bagel Company Retirement PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.614894735 · Participants: 28336Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.279364442 · Participants: 1293IBEW Local 150 Supplemental Pension FundCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.08314617 · Participants: 2989Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.043440542 · Participants: 540Dismas Charities, Inc. Retirement PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.037148236 · Participants: 215Ball Homes, LLC Retirement Plan
Mr Bagel Company Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Mr Bagel Company Retirement Plan side-by-side with 3 peers →

Mr Bagel Company Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust in PR ($344K); 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 Mr Bagel Company Retirement Plan assets move in 2023? ▼
Mr Bagel Company Retirement Plan surged - up 235.2% during 2023, from $103K to $344K. Reported net income was $241K.
How have Mr Bagel Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mr Bagel Company's sponsor-wide assets grew 384.2%, from $103K to $497K.
Where does Mr Bagel Company Retirement Plan rank by assets among Form 5500 filers? ▼
Mr Bagel Company Retirement Plan ranks in the 15th 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 Mr Bagel Company Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ledesma & Vargas LLC 1081.01 Retirement Plan and Trust in PR ($344K, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Mr Bagel Company 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 824391126.

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.