Profit Sharing · DOL Form 5500 · 2023

Ozy Incorporated Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
29th
Percentile by assets National rank
$122,021
Avg per participant Near avg balance/head
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Official DOL plan name: Ozy Incorporated Profit Sharing Plan · Sponsored by Ozy Incorporated · Texas · Retail Trade

$2M in assets, 14 participants

Ozy Incorporated's Ozy Incorporated Profit Sharing Plan reported $2M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #3,457 in Retail Trade (8,414 peers)

Ozy Incorporated multi-year trail

Ozy Incorporated's plans moved -30.7% in assets from 2022 to 2024; this filing shows Ozy Incorporated Profit Sharing Plan at $2M / 14 participants.

#3,457
in Retail Trade (8,414 peers)
-1.0%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ozy Incorporated Profit Sharing Plan among the smaller filed plans by assets

Ozy Incorporated Profit Sharing Plan vs every filed plan by assets

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

$1,708,293 29th percentile higher than 29% 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

Ozy Incorporated Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ozy Incorporated Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ozy Incorporated Profit Sharing Plan reported net income rose from -$67K in the plan year 2022 filing to -$18K in the plan year 2023 filing.
  • Ozy Incorporated Profit Sharing Plan reported participants fell from 15 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Ozy Incorporated Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 272896746 · Ozy Incorporated PY 2023 · Profit Sharing

Ozy Incorporated Profit Sharing Plan · $2M · 14 · 29th

  • EBSA $2M
  • PART 14
  • TYPE 29th
  • NET Profit Sharing
  • BOOK near T Monte Mcalexander Self Employed Retirement Plan
  • VS-ST ind #3457

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 Texas →

Ozy Incorporated Profit Sharing Plan in the asset neighbourhood

Ozy Incorporated Profit Sharing PlanOzy Incorporated Profit Shar…$2MT Monte Mcalexander Self Employed Retirement PlanT Monte Mcalexander Self Emp…$2MVideo Vend, Inc. Profit Sharing PlanVideo Vend, Inc. Profit Shar…$2MGarten Services Retirement PlanGarten Services Retirement P…$2MRubin & Rubin Profit Sharing PlanRubin & Rubin Profit Sharing…$2M
End-of-year total assets ($M) among Ozy Incorporated Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ozy Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Ozy Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$1M 30.65503777170135% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.73M $1.2M ▼ -30.6%
Year Plans Participants Total Assets
2022 1 15 $2M
2023 1 14 $2M
2024 1 1 $1M

Ozy Incorporated filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$18K
Employer EIN272896746
Plan Effective Date2010-06-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Ozy Incorporated Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Ozy Incorporated Profit Sharing Plan, Total assets ($B): 0.001708293 · Participants: 14Ozy Incorporated Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Ozy Incorporated Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Ozy Incorporated Profit Sharing Plan side-by-side with 3 peers →

Ozy Incorporated Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is T Monte Mcalexander Self Employed Retirement Plan in TN ($2M); by covered participants it is Three Cities Management LLC Retirement Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Ozy Incorporated Profit Sharing Plan assets move in 2023? ▼
Ozy Incorporated Profit Sharing Plan edged down modestly - down 1.0% during 2023, from $2M to $2M. Reported net income was -$18K.
How have Ozy Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozy Incorporated's sponsor-wide assets declined 30.7%, from $2M to $1M.
Which Profit Sharing plans are similar in size to Ozy Incorporated Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is T Monte Mcalexander Self Employed Retirement Plan in TN ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Ozy Incorporated Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Three Cities Management LLC Retirement Plan in NY (14 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 272896746.

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.