Profit Sharing · DOL Form 5500 · 2023

Innovative Offerings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
32nd
Percentile by assets National rank
$455,709
Avg per participant High balance/head
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Official DOL plan name: Innovative Offerings, Inc. Profit Sharing Plan & Trust · Sponsored by Innovative Offerings, Inc. · New York · Administrative & Support Services

$2M in assets, 5 participants

Innovative Offerings, Inc.'s Innovative Offerings, Inc. Profit Sharing Plan & Trust reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,423 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Innovative Offerings, Inc. Profit Sharing Plan & Trust ranks #2,423 of 4,372 2023 filers by assets (1266% of the sector average)-$2M for 5 participants.

#2,423
in Administrative & Support Services (4,372 peers)
+7.0%
assets growth YoY

Innovative Offerings, Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets

Innovative Offerings, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,278,544 32nd percentile higher than 32% of 127,068 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 2023

Innovative Offerings, Inc. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Innovative Offerings, Inc. Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Innovative Offerings, Inc. Profit Sharing Plan & Trust reported participants rose from 2 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Innovative Offerings, Inc. Profit Sharing Plan & Trust reported net income fell from $181K in the plan year 2022 filing to $150K in the plan year 2023 filing.
  • Innovative Offerings, Inc. Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 261332693 · Innovative Offerings, Inc. PY 2023 · Profit Sharing

Innovative Offerings, Inc. Profit Sharing Plan & Trust · $2M · 5 · 32nd

  • EOY $2M
  • 5500 5
  • ASSETS 32nd
  • PCT Profit Sharing
  • EIN near USA Softball Profit Sharing Plan
  • RANK ind #2423

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 Administrative & Support Services retirement plans → · Plans in New York →

Innovative Offerings, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Innovative Offerings, Inc. Profit Sharing Plan & TrustInnovative Offerings, Inc. P…$2MUSA Softball Profit Sharing PlanUSA Softball Profit Sharing …$2MSpiritt Family Services 403(b) PlanSpiritt Family Services 403(…$2MFreda & Suriano Orthodontics, P.a. - Profit Sharing PlanFreda & Suriano Orthodontics…$2MThe Nikols Company Profit Sharing PlanThe Nikols Company Profit Sh…$2M
End-of-year total assets ($M) among Innovative Offerings, Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$150K
Employer EIN261332693
Plan Effective Date2007-10-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Innovative Offerings, Inc.)

Sponsor-wide plan assets over time

All Innovative Offerings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.013350620554883% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $2.13M $1.87M ▼ -12.2%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 5 $2M
2024 1 4 $2M

Nearby Profit Sharing Plans in New York

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

Innovative Offerings, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Innovative Offerings, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.002278544 · Participants: 5Innovative Offerings, Inc. Profit Sharing Plan & TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Innovative Offerings, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Innovative Offerings, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Innovative Offerings, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is USA Softball Profit Sharing Plan in OK ($2M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); 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.

Frequently Asked Questions

How did Innovative Offerings, Inc. Profit Sharing Plan & Trust assets move in 2023? ▼
Innovative Offerings, Inc. Profit Sharing Plan & Trust grew at a solid clip - up 7.0% during 2023, from $2M to $2M. Reported net income was $150K.
How have Innovative Offerings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innovative Offerings, Inc.'s sponsor-wide assets declined 12.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Innovative Offerings, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is USA Softball Profit Sharing Plan in OK ($2M, 25 participants).
Which Profit Sharing plans cover a similar participant headcount to Innovative Offerings, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261332693.

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.