Profit Sharing · DOL Form 5500 · 2023

Alventure Capital Inc. Profit Sharing Plan

Data updated 2026-08-25

$162K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$81,006
Avg per participant Below avg balance/head
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Official DOL plan name: Alventure Capital Inc. Retirement Plan · Sponsored by Alventure Capital Inc. · North Carolina · Real Estate

$162K in assets, 2 participants

Alventure Capital Inc.'s Alventure Capital Inc. Retirement Plan reported $162K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #633 in Real Estate (4,727 peers)

Alventure Capital Inc. multi-year trail

Alventure Capital Inc.'s plans moved -77.8% in assets from 2022 to 2024; this filing shows Alventure Capital Inc. Retirement Plan at $162K / 2 participants.

#633
in Real Estate (4,727 peers)
-74.8%
assets change YoY

The plan reported a net loss of $481K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alventure Capital Inc. Retirement Plan among the smaller filed plans by assets

Alventure Capital Inc. Retirement Plan vs every filed plan by assets

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

$162,011 9th percentile higher than 9% 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

Alventure Capital 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. Alventure Capital 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

  • Alventure Capital Inc. Retirement Plan reported net income fell from $466K in the plan year 2022 filing to -$481K in the plan year 2023 filing.
  • Alventure Capital Inc. Retirement Plan end-of-year assets fell from $643K in the plan year 2022 filing to $162K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 462451270 · Alventure Capital Inc. PY 2023 · Profit Sharing

Alventure Capital Inc. Retirement Plan · $162K · 2 · 9th

  • TYPE $162K
  • NET 2
  • BOOK 9th
  • VS-ST Profit Sharing
  • BOY near Casscar Fam, Inc. Retirement Plan
  • SCH ind #633

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 Real Estate retirement plans → · Plans in North Carolina →

Alventure Capital Inc. Retirement Plan in the asset neighbourhood

Alventure Capital Inc. Retirement PlanAlventure Capital Inc. Retir…$162KCasscar Fam, Inc. Retirement PlanCasscar Fam, Inc. Retirement…$162KAdams Franchising Inc. Retirement PlanAdams Franchising Inc. Retir…$162KRoger R. Fraites Negron Retirement PlanRoger R. Fraites Negron Reti…$162KFamily Partners Inc. Retirement PlanFamily Partners Inc. Retirem…$162K
End-of-year total assets ($M) among Alventure Capital Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Alventure Capital Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alventure Capital Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$143K 77.77117902300772% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.64M $0.14M ▼ -78.1%
Year Plans Participants Total Assets
2022 1 2 $643K
2023 1 2 $162K
2024 1 2 $143K

Alventure Capital Inc. filing trail (2023)

Total Assets (Beginning of Year)$643K
Net Assets (End of Year)$162K
Net Income-$481K
Employer EIN462451270
Plan Effective Date2013-04-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Alventure Capital Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Alventure Capital Inc. Retirement Plan, Total assets ($B): 0.000162011 · Participants: 2Alventure Capital Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Alventure Capital Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Alventure Capital Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Casscar Fam, Inc. Retirement Plan in FL ($162K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($162K here).

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 Alventure Capital Inc. Retirement Plan assets move in 2023?
Alventure Capital Inc. Retirement Plan contracted severely - down 74.8% during 2023, from $643K to $162K. Reported net income was -$481K.
How have Alventure Capital Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Alventure Capital Inc.'s sponsor-wide assets declined 77.8%, from $643K to $143K.
Where does Alventure Capital Inc. Retirement Plan rank by assets among Form 5500 filers?
Alventure Capital Inc. Retirement Plan ranks in the 9th 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 Alventure Capital Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Casscar Fam, Inc. Retirement Plan in FL ($162K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Alventure Capital 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).