Profit Sharing · DOL Form 5500 · 2023

Ekr Inc. Profit Sharing Plan

Data updated 2026-08-25

$576K
Total assets Small plan by assets
3
Participants Small participant base
19th
Percentile by assets National rank
$192,109
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ekr Inc. Profit Sharing Plan · Sponsored by Ekr Inc. · Mississippi · Retail Trade

$576K in assets, 3 participants

Ekr Inc.'s Ekr Inc. Profit Sharing Plan reported $576K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,535 in Retail Trade (8,414 peers)

2023 asset change

Ekr Inc. Profit Sharing Plan pulled back noticeably 8.6% in 2023 ($631K → $576K) for 3 participants.

#2,535
in Retail Trade (8,414 peers)
-8.6%
assets change YoY

The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ekr Inc. Profit Sharing Plan among the smaller filed plans by assets

Ekr Inc. Profit Sharing Plan vs every filed plan by assets

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

$576,328 19th percentile higher than 19% 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

Ekr Inc. Profit Sharing 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. Ekr Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ekr Inc. Profit Sharing Plan reported net income fell from $183K in the plan year 2022 filing to -$55K in the plan year 2023 filing.
  • Ekr Inc. Profit Sharing Plan end-of-year assets fell from $631K in the plan year 2022 filing to $576K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 272553325 · Ekr Inc. PY 2023 · Profit Sharing

Ekr Inc. Profit Sharing Plan · $576K · 3 · 19th

  • PART $576K
  • TYPE 3
  • NET 19th
  • BOOK Profit Sharing
  • VS-ST near Jb Loc Home Services Inc. Retirement Plan
  • BOY ind #2535

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 Mississippi →

Ekr Inc. Profit Sharing Plan in the asset neighbourhood

Ekr Inc. Profit Sharing Plan$576KJb Loc Home Services Inc. Retirement PlanJb Loc Home Services Inc. Re…$576KAnthony L. Verrelli Profit Sharing PlanAnthony L. Verrelli Profit S…$576KBmkm Enterprises Inc. Retirement PlanBmkm Enterprises Inc. Retire…$576K88 Management LLC$576K
End-of-year total assets ($M) among Ekr Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ekr Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Ekr Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$637K 0.9130002678768148% vs 2022
2024 filing year
$0.56M$0.58M$0.6M$0.62M$0.64M$0.66M 202220232024 $0.63M $0.64M ▲ +1.6%
Year Plans Participants Total Assets
2022 1 3 $631K
2023 1 3 $576K
2024 1 2 $637K

2023 asset-move particulars

Total Assets (Beginning of Year)$631K
Net Assets (End of Year)$576K
Net Income-$55K
Employer EIN272553325
Plan Effective Date2010-05-11
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Mississippi

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

Ekr Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Ekr Inc. Profit Sharing Plan, Total assets ($M): 0.576328 · Participants: 3Ekr Inc. Profit Sharing PlanNorth Mississippi Health Services Employer Savings Plan, Total assets ($M): 334.531613 · Participants: 7302North Mississippi Health Services Employer Savings PlanAnderson Regional Medical Center Retirement Savings Plan, Total assets ($M): 32.356191 · Participants: 1515Anderson Regional Medical Center Retirement Savings PlanBelhaven University 403(b) Plan, Total assets ($M): 27.510915 · Participants: 332Belhaven University 403(b) PlanInstitute of Community Services, Inc. Retirement Plan, Total assets ($M): 20.038729 · Participants: 783Institute of Community Services, Inc. Retirement PlanRadiology Associates of Oxford, P.a. Retirement Plan, Total assets ($M): 15.475196 · Participants: 6Radiology Associates of Oxford, P.a. Retirement Plan
Ekr Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants

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

Outside Mississippi, the nearest Profit Sharing by assets is Jb Loc Home Services Inc. Retirement Plan in OH ($576K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($576K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Ekr Inc. Profit Sharing Plan assets move in 2023?
Ekr Inc. Profit Sharing Plan pulled back noticeably - down 8.6% during 2023, from $631K to $576K. Reported net income was -$55K.
How have Ekr Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ekr Inc.'s sponsor-wide assets grew 0.9%, from $631K to $637K.
Where does Ekr Inc. Profit Sharing Plan rank by assets among Form 5500 filers?
Ekr Inc. Profit Sharing Plan ranks in the 19th 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 Ekr Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Jb Loc Home Services Inc. Retirement Plan in OH ($576K, 15 participants).
Which Profit Sharing plans cover a similar participant headcount to Ekr Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).