Profit Sharing · DOL Form 5500 · 2024

Edwin K. Hetzer Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$402,344
Avg per participant High balance/head
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Official DOL plan name: Edwin K. Hetzer Profit Sharing Plan · Sponsored by Edwin K. Hetzer · Ohio · Finance & Insurance

$1M in assets, 3 participants

Edwin K. Hetzer's Edwin K. Hetzer Profit Sharing Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,248 in Finance & Insurance (8,549 peers)

Edwin K. Hetzer multi-year trail

Edwin K. Hetzer's plans moved +18.6% in assets from 2022 to 2024; this filing shows Edwin K. Hetzer Profit Sharing Plan at $1M / 3 participants.

#1,248
in Finance & Insurance (8,549 peers)
+13.0%
assets growth YoY

Edwin K. Hetzer Profit Sharing Plan among the smaller filed plans by assets

Edwin K. Hetzer Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,207,032 25th percentile higher than 25% of 123,620 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 2024

Edwin K. Hetzer Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edwin K. Hetzer Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edwin K. Hetzer Profit Sharing Plan reported net income rose from $50K in the plan year 2023 filing to $139K in the plan year 2024 filing.
  • Edwin K. Hetzer Profit Sharing Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Edwin K. Hetzer Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 310892417 · Edwin K. Hetzer PY 2024 · Profit Sharing

Edwin K. Hetzer Profit Sharing Plan · $1M · 3 · 25th

  • 5500 $1M
  • ASSETS 3
  • PCT 25th
  • EIN Profit Sharing
  • RANK near Boyne River Companies, Inc. Retirement Plan
  • PHOTO ind #1248

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 Ohio →

Edwin K. Hetzer Profit Sharing Plan in the asset neighbourhood

Edwin K. Hetzer Profit Sharing PlanEdwin K. Hetzer Profit Shari…$1MBoyne River Companies, Inc. Retirement PlanBoyne River Companies, Inc. …$1MDra. Doris Perez Ortiz Retirement PlanDra. Doris Perez Ortiz Retir…$1MJames P Panico, PA Employees Profit Sharing Plan and TrustJames P Panico, PA Employees…$1MMark S. Finkelstein, Dpm Vip Profit Sharing PlanMark S. Finkelstein, Dpm Vip…$1M
End-of-year total assets ($M) among Edwin K. Hetzer Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Edwin K. Hetzer multi-year asset trail

Sponsor-wide plan assets over time

All Edwin K. Hetzer plans reported in each filing year

Latest sponsor-wide plan assets
$1M 18.58375258995965% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M 202220232024 $1.02M $1.21M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 3 $1M

Edwin K. Hetzer filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$139K
Employer EIN310892417
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Edwin K. Hetzer Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Edwin K. Hetzer Profit Sharing Plan, Total assets ($B): 0.001207032 · Participants: 3Edwin K. Hetzer Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Edwin K. Hetzer Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Edwin K. Hetzer Profit Sharing Plan side-by-side with 3 peers →

Edwin K. Hetzer Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Boyne River Companies, Inc. Retirement Plan in MA ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Edwin K. Hetzer Profit Sharing Plan assets move in 2024? ▼
Edwin K. Hetzer Profit Sharing Plan grew at a solid clip - up 13.0% during 2024, from $1M to $1M. Reported net income was $139K.
How have Edwin K. Hetzer plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edwin K. Hetzer's sponsor-wide assets grew 18.6%, from $1M to $1M.
Where does Edwin K. Hetzer Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Edwin K. Hetzer Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Edwin K. Hetzer Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Boyne River Companies, Inc. Retirement Plan in MA ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Edwin K. Hetzer 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, $796K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 310892417.

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.