Profit Sharing · DOL Form 5500 · 2024

Increase, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$465,148
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Increase, Inc. Retirement Plan · Sponsored by Increase, Inc. · Oklahoma · Administrative & Support Services

$2M in assets, 4 participants

Increase, Inc.'s Increase, Inc. Retirement Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,305 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Increase, Inc. Retirement Plan ranks #2,305 of 4,368 2024 filers by assets (1551% of the sector average)-$2M for 4 participants.

#2,305
in Administrative & Support Services (4,368 peers)
+17.3%
assets growth YoY

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

Increase, Inc. Retirement Plan vs every filed plan by assets

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

$1,860,593 29th percentile higher than 29% 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

Increase, 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. Increase, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Increase, Inc. Retirement Plan reported net income fell from $407K in the plan year 2023 filing to $275K in the plan year 2024 filing.
  • Increase, Inc. Retirement Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Increase, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 260778339 · Increase, Inc. PY 2024 · Profit Sharing

Increase, Inc. Retirement Plan · $2M · 4 · 29th

  • PHOTO $2M
  • IND 4
  • EOY 29th
  • 5500 Profit Sharing
  • ASSETS near Daniel Earl Shufler Md Serp Profit Sharing Plan
  • PCT ind #2305

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 Oklahoma →

Increase, Inc. Retirement Plan in the asset neighbourhood

Increase, Inc. Retirement PlanIncrease, Inc. Retirement Pl…$2MDaniel Earl Shufler Md Serp Profit Sharing PlanDaniel Earl Shufler Md Serp …$2ME. Cordero Retirement Plan$2MTerry O. Brown P.E. Pension PlanTerry O. Brown P.E. Pension …$2MLifestyle Service Industries, Inc. Retirement PlanLifestyle Service Industries…$2M
End-of-year total assets ($M) among Increase, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$275K
Employer EIN260778339
Plan Effective Date2007-08-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Increase, Inc.)

Sponsor-wide plan assets over time

All Increase, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 57.91411022117055% vs 2022
2024 filing year
$1M$1.5M$2M 202220232024 $1.18M $1.86M ▲ +57.6%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 5 $2M
2024 1 4 $2M

Nearby Profit Sharing Plans in Oklahoma

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

Increase, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Increase, Inc. Retirement Plan, Total assets ($M): 1.860593 · Participants: 4Increase, Inc. Retirement PlanDolese Bros. Co. Profit Sharing Plan, Total assets ($M): 144.557245 · Participants: 788Dolese Bros. Co. Profit Sharing PlanFamily & Children's Services 403(b) Plan, Total assets ($M): 47.023351 · Participants: 1086Family & Children's Services 403(b) PlanEskridge Auto Group Profit Sharing Plan, Total assets ($M): 27.709865 · Participants: 156Eskridge Auto Group Profit Sharing PlanVeenker Resources, Inc. Profit Sharing Plan, Total assets ($M): 23.802158 · Participants: 11Veenker Resources, Inc. Profit Sharing PlanMesser-Bowers Profit Sharing Plan, Total assets ($M): 9.902894 · Participants: 39Messer-Bowers Profit Sharing Plan
Increase, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants
Compare Increase, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest Profit Sharing by assets is Daniel Earl Shufler Md Serp Profit Sharing Plan in DE ($2M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Increase, Inc. Retirement Plan assets move in 2024? ▼
Increase, Inc. Retirement Plan grew sharply - up 17.3% during 2024, from $2M to $2M. Reported net income was $275K.
How have Increase, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Increase, Inc.'s sponsor-wide assets grew 57.9%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Increase, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Daniel Earl Shufler Md Serp Profit Sharing Plan in DE ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Increase, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 260778339.

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.