Profit Sharing · DOL Form 5500 · 2024
Ricky's Bubbles and Sweets Inc. Profit Sharing Plan
Data updated 2026-08-25
- $160K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $79,871
- Avg per participant Below avg balance/head
Official DOL plan name: Ricky's Bubbles and Sweets Inc. Retirement Plan · Sponsored by Ricky's Bubbles and Sweets Inc. · Oregon · Food Services & Accommodation
$160K in assets, 2 participants
Ricky's Bubbles and Sweets Inc.'s Ricky's Bubbles and Sweets Inc. Retirement Plan reported $160K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #820 in Food Services & Accommodation (3,672 peers)
Ricky's Bubbles and Sweets Inc. multi-year trail
Ricky's Bubbles and Sweets Inc.'s plans moved +73.6% in assets from 2022 to 2024; this filing shows Ricky's Bubbles and Sweets Inc. Retirement Plan at $160K / 2 participants.
- #820
- in Food Services & Accommodation (3,672 peers)
- -14.1%
- assets change YoY
The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ricky's Bubbles and Sweets Inc. Retirement Plan among the smaller filed plans by assets
Ricky's Bubbles and Sweets Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$159,742 9th percentile higher than 9% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ricky's Bubbles and Sweets 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. Ricky's Bubbles and Sweets Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ricky's Bubbles and Sweets Inc. Retirement Plan reported net income fell from $94K in the plan year 2023 filing to -$26K in the plan year 2024 filing.
- Ricky's Bubbles and Sweets Inc. Retirement Plan end-of-year assets fell from $186K in the plan year 2023 filing to $160K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 464907250 · Ricky's Bubbles and Sweets Inc. PY 2024 · Profit Sharing
Ricky's Bubbles and Sweets Inc. Retirement Plan · $160K · 2 · 9th
- PART $160K
- PART 2
- PART 9th
- PART Profit Sharing
- PART near Serendipity Coaching and Consulting Inc. Retirement Plan
- PART ind #820
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 Food Services & Accommodation retirement plans → · Plans in Oregon →
Ricky's Bubbles and Sweets Inc. Retirement Plan in the asset neighbourhood
Ricky's Bubbles and Sweets Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Ricky's Bubbles and Sweets Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $160K 73.58921139280397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $92K |
| 2023 | 1 | 2 | $186K |
| 2024 | 1 | 2 | $160K |
Ricky's Bubbles and Sweets Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $186K |
|---|---|
| Net Assets (End of Year) | $160K |
| Net Income | -$26K |
| Employer EIN | 464907250 |
| Plan Effective Date | 2014-02-24 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $865M · 5,738
- Legacy Health Defined Contribution Retirement Plan $817M · 12,025
- Willamette University Defined Contribution Retirement Plan $212M · 730
- The Hoffman Employee Retirement Income Plan $191M · 634
- Tuality Healthcare Performance Retirement Plan - 403(b) $120M · 1,263
Ricky's Bubbles and Sweets Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Serendipity Coaching and Consulting Inc. Retirement Plan in NC ($160K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($160K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.