Profit Sharing · DOL Form 5500 · 2023

Octal Ventures, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
11
Participants Small participant base
24th
Percentile by assets National rank
$97,738
Avg per participant Below avg balance/head
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Official DOL plan name: Octal Ventures, Inc. Retirement Plan · Sponsored by Octal Ventures, Inc. · Florida · Manufacturing

$1M in assets, 11 participants

Octal Ventures, Inc.'s Octal Ventures, Inc. Retirement Plan reported $1M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,984 in Manufacturing (18,722 peers)

Octal Ventures, Inc. multi-year trail

Octal Ventures, Inc.'s plans moved +19.7% in assets from 2022 to 2024; this filing shows Octal Ventures, Inc. Retirement Plan at $1M / 11 participants.

#1,984
in Manufacturing (18,722 peers)
+16.3%
assets growth YoY

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

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

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

$1,075,115 24th percentile higher than 24% 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

Octal Ventures, Inc. Retirement 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. Octal Ventures, Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Octal Ventures, Inc. Retirement Plan reported net income fell from $253K in the plan year 2022 filing to $150K in the plan year 2023 filing.
  • Octal Ventures, Inc. Retirement Plan end-of-year assets rose from $925K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 823940055 · Octal Ventures, Inc. PY 2023 · Profit Sharing

Octal Ventures, Inc. Retirement Plan · $1M · 11 · 24th

  • RANK $1M
  • RANK 11
  • RANK 24th
  • RANK Profit Sharing
  • RANK near Adventure Wv, LLC Profit Sharing Plan
  • RANK ind #1984

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 Manufacturing retirement plans → · Plans in Florida →

Octal Ventures, Inc. Retirement Plan in the asset neighbourhood

Octal Ventures, Inc. Retirement PlanOctal Ventures, Inc. Retirem…$1MAdventure Wv, LLC Profit Sharing PlanAdventure Wv, LLC Profit Sha…$1MTrident Process Inc.- Profit Sharing TrustTrident Process Inc.- Profit…$1MMeb Enterprises, Inc. Retirement PlanMeb Enterprises, Inc. Retire…$1MScarlet and Black Investments Inc. Pension Transfer Trust PlanScarlet and Black Investment…$1M
End-of-year total assets ($M) among Octal Ventures, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Octal Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1M 19.74998242739812% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M 202220232024 $0.92M $1.11M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 11 $925K
2023 1 11 $1M
2024 1 13 $1M

Octal Ventures, Inc. filing trail (2023)

Total Assets (Beginning of Year)$925K
Net Assets (End of Year)$1M
Net Income$150K
Employer EIN823940055
Plan Effective Date2018-01-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Octal Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Octal Ventures, Inc. Retirement Plan, Total assets ($B): 0.001075115 · Participants: 11Octal Ventures, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Octal Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Octal Ventures, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Profit Sharing by assets is Adventure Wv, LLC Profit Sharing Plan in WV ($1M); by covered participants it is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Octal Ventures, Inc. Retirement Plan assets move in 2023? ▼
Octal Ventures, Inc. Retirement Plan grew sharply - up 16.3% during 2023, from $925K to $1M. Reported net income was $150K.
How have Octal Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Octal Ventures, Inc.'s sponsor-wide assets grew 19.7%, from $925K to $1M.
Where does Octal Ventures, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Octal Ventures, Inc. Retirement Plan ranks in the 24th 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 Octal Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Adventure Wv, LLC Profit Sharing Plan in WV ($1M, 189 participants).
Which Profit Sharing plans cover a similar participant headcount to Octal Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 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 823940055.

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.