Profit Sharing · DOL Form 5500 · 2023
The Settler's Group, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $478K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $477,812
- Avg per participant High balance/head
Official DOL plan name: The Settler's Group Inc Profit Sharing Plan · Sponsored by The Settler's Group, Inc. · Kansas · Finance & Insurance
$478K in assets, 1 participants
The Settler's Group, Inc.'s The Settler's Group Inc Profit Sharing Plan reported $478K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #950 in Finance & Insurance (8,869 peers)
The Settler's Group, Inc. multi-year trail
The Settler's Group, Inc.'s plans moved +27.2% in assets from 2022 to 2024; this filing shows The Settler's Group Inc Profit Sharing Plan at $478K / 1 participant.
- #950
- in Finance & Insurance (8,869 peers)
- +12.8%
- assets growth YoY
The Settler's Group Inc Profit Sharing Plan among the smaller filed plans by assets
The Settler's Group Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$477,812 18th percentile higher than 18% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Settler's Group 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. The Settler's Group Inc Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Settler's Group Inc Profit Sharing Plan reported net income rose from -$84K in the plan year 2022 filing to $54K in the plan year 2023 filing.
- The Settler's Group Inc Profit Sharing Plan end-of-year assets rose from $424K in the plan year 2022 filing to $478K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 260386989 · The Settler's Group, Inc. PY 2023 · Profit Sharing
The Settler's Group Inc Profit Sharing Plan · $478K · 1 · 18th
- PART $478K
- TYPE 1
- NET 18th
- BOOK Profit Sharing
- VS-ST near Lx4 Inc. Retirement Plan
- BOY ind #950
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 Finance & Insurance retirement plans → · Plans in Kansas →
The Settler's Group Inc Profit Sharing Plan in the asset neighbourhood
The Settler's Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Settler's Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $539K 27.20065519292316% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $424K |
| 2023 | 1 | 1 | $478K |
| 2024 | 1 | 1 | $539K |
The Settler's Group, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $424K |
|---|---|
| Net Assets (End of Year) | $478K |
| Net Income | $54K |
| Employer EIN | 260386989 |
| Plan Effective Date | 2007-11-15 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Kansas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dillon Companies, LLC Employees' Profit Sharing Plan $237M · 2,040
- Tamko Employees Profit Sharing Retirement Plan $191M · 853
- Kansas State University Foundation Defined Contribution Retirement Plan $34M · 160
- Southwestern College Employee Retirement Plan $26M · 266
- Nachri Defined Contribution Plan $21M · 114
The Settler's Group Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Kansas, the nearest Profit Sharing by assets is Lx4 Inc. Retirement Plan in MN ($478K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($478K here).
- Lx4 Inc. Retirement Plan (MN) $478K · 2
- Super Massive Ventures Inc. Retirement Plan (PA) $478K · 1
- Marjor & Sons, Inc. Retirement Plan (PR) $477K · 5
- 1st Gen Beauty Inc. Retirement Plan (NJ) $478K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.