Profit Sharing · DOL Form 5500 · 2024

Ortman Group Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Ortman Group Inc. Retirement Plan · Sponsored by Ortman Group Inc. · Arizona · Real Estate

$1M in assets, 1 participants

Ortman Group Inc.'s Ortman Group Inc. Retirement Plan reported $1M in total assets and 1 participant 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.

  • #1,987 in Real Estate (4,605 peers)

Ortman Group Inc. multi-year trail

Ortman Group Inc.'s plans moved +342.0% in assets from 2022 to 2024; this filing shows Ortman Group Inc. Retirement Plan at $1M / 1 participant.

#1,987
in Real Estate (4,605 peers)
+3.8%
assets growth YoY

Ortman Group Inc. Retirement Plan among the smaller filed plans by assets

Ortman Group Inc. Retirement Plan vs every filed plan by assets

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

$1,306,450 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

Ortman Group Inc. Retirement 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. Ortman Group Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ortman Group Inc. Retirement Plan reported net income fell from $962K in the plan year 2023 filing to $48K in the plan year 2024 filing.
  • Ortman Group Inc. Retirement 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 874307525 · Ortman Group Inc. PY 2024 · Profit Sharing

Ortman Group Inc. Retirement Plan · $1M · 1 · 25th

  • IND $1M
  • EOY 1
  • 5500 25th
  • ASSETS Profit Sharing
  • PCT near James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust
  • EIN ind #1987

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 Real Estate retirement plans → · Plans in Arizona →

Ortman Group Inc. Retirement Plan in the asset neighbourhood

Ortman Group Inc. Retirement PlanOrtman Group Inc. Retirement…$1MJames E Rodgers and Company, P.C. Employees Profit Sharing Plan and TrustJames E Rodgers and Company,…$1MRoyale Blue Hospitality, LLC. Retirement PlanRoyale Blue Hospitality, LLC…$1MSafety Systems & Controls, Inc. Profit Sharing PlanSafety Systems & Controls, I…$1MCinema Air, Inc. Profit Sharing PlanCinema Air, Inc. Profit Shar…$1M
End-of-year total assets ($M) among Ortman Group Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ortman Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ortman Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 342.00736199640016% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.3M $1.31M ▲ +336.7%
Year Plans Participants Total Assets
2022 1 N/A $296K
2023 1 1 $1M
2024 1 1 $1M

Ortman Group Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$48K
Employer EIN874307525
Plan Effective Date2022-01-27
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Ortman Group Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20020406080 Total assets ($M) Participants Ortman Group Inc. Retirement Plan, Total assets ($M): 1.30645 · Participants: 1Ortman Group Inc. Retirement PlanPreferred Employer Plan II, Total assets ($M): 75.769033 · Participants: 415Preferred Employer Plan IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg Inc Profit Sharing Plan TrustCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 33.775352 · Participants: 187Center for Biological Diversity 403(b) DC Plan
Ortman Group Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Ortman Group Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest Profit Sharing by assets is James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust in TX ($1M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Ortman Group Inc. Retirement Plan assets move in 2024? ▼
Ortman Group Inc. Retirement Plan edged up modestly - up 3.8% during 2024, from $1M to $1M. Reported net income was $48K.
How have Ortman Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortman Group Inc.'s sponsor-wide assets grew 342.0%, from $296K to $1M.
Where does Ortman Group Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Ortman Group Inc. Retirement 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 Ortman Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust in TX ($1M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Ortman Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 874307525.

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.