Profit Sharing · DOL Form 5500 · 2024

Occupational Fitness, Inc. Profit Sharing Plan

Data updated 2026-08-25

$933K
Total assets Small plan by assets
18
Participants Small participant base
23rd
Percentile by assets National rank
$51,825
Avg per participant Low balance/head
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Official DOL plan name: Occupational Fitness, Inc. Retirement Plan · Sponsored by Occupational Fitness, Inc. · Georgia · Healthcare & Social Assistance

$933K in assets, 18 participants

Occupational Fitness, Inc.'s Occupational Fitness, Inc. Retirement Plan reported $933K in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,103 in Healthcare & Social Assistance (16,916 peers)

Occupational Fitness, Inc. multi-year trail

Occupational Fitness, Inc.'s plans moved +91.5% in assets from 2022 to 2024; this filing shows Occupational Fitness, Inc. Retirement Plan at $933K / 18 participants.

#3,103
in Healthcare & Social Assistance (16,916 peers)
+59.1%
assets growth YoY

Occupational Fitness, Inc. Retirement Plan among the smaller filed plans by assets

Occupational Fitness, Inc. Retirement Plan vs every filed plan by assets

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

$932,850 23rd percentile higher than 23% 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

Occupational Fitness, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Occupational Fitness, Inc. Retirement Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Occupational Fitness, Inc. Retirement Plan reported net income rose from $99K in the plan year 2023 filing to $346K in the plan year 2024 filing.
  • Occupational Fitness, Inc. Retirement Plan reported participants rose from 11 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • Occupational Fitness, Inc. Retirement Plan end-of-year assets rose from $586K in the plan year 2023 filing to $933K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561950610 · Occupational Fitness, Inc. PY 2024 · Profit Sharing

Occupational Fitness, Inc. Retirement Plan · $933K · 18 · 23rd

  • SCH $933K
  • SCH 18
  • SCH 23rd
  • SCH Profit Sharing
  • SCH near Nicholas Roman Enterprises Inc. Retirement Plan
  • SCH ind #3103

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Occupational Fitness, Inc. Retirement Plan in the asset neighbourhood

Occupational Fitness, Inc. Retirement PlanOccupational Fitness, Inc. R…$933KNicholas Roman Enterprises Inc. Retirement PlanNicholas Roman Enterprises I…$933KMoorman, Kizer & Reitzel, Inc Amended and Restated Profit Sharing PlanMoorman, Kizer & Reitzel, In…$932KChos Retirement Plan$933KJabsatacake, Inc. Retirement PlanJabsatacake, Inc. Retirement…$934K
End-of-year total assets ($M) among Occupational Fitness, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Occupational Fitness, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Occupational Fitness, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$933K 91.51727422785392% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.49M $0.93M ▲ +89.8%
Year Plans Participants Total Assets
2022 1 10 $487K
2023 1 11 $586K
2024 1 18 $933K

Occupational Fitness, Inc. filing trail (2024)

Total Assets (Beginning of Year)$586K
Net Assets (End of Year)$933K
Net Income$346K
Employer EIN561950610
Plan Effective Date2017-07-11
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

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

Occupational Fitness, Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Occupational Fitness, Inc. Retirement Plan, Total assets ($B): 0.00093285 · Participants: 18Occupational Fitness, Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 5.539809573 · Participants: 18936Emory University Retirement PlanCrh Americas 401(k) Plan, Total assets ($B): 4.190915312 · Participants: 35710Crh Americas 401(k) PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.770557878 · Participants: 23760Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 1.029232488 · Participants: 2448The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.39078983 · Participants: 12290Childrens Healthcare of Atlanta Growth Plan
Occupational Fitness, Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Occupational Fitness, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest Profit Sharing by assets is Nicholas Roman Enterprises Inc. Retirement Plan in IA ($933K); by covered participants it is Conley Partnership Inc. Retirement Plan in OH (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Occupational Fitness, Inc. Retirement Plan assets move in 2024? ▼
Occupational Fitness, Inc. Retirement Plan surged - up 59.1% during 2024, from $586K to $933K. Reported net income was $346K.
How have Occupational Fitness, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Occupational Fitness, Inc.'s sponsor-wide assets grew 91.5%, from $487K to $933K.
Where does Occupational Fitness, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Occupational Fitness, Inc. Retirement Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Occupational Fitness, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nicholas Roman Enterprises Inc. Retirement Plan in IA ($933K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Occupational Fitness, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Conley Partnership Inc. Retirement Plan in OH (18 participants, $3M 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 561950610.

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.