Profit Sharing · DOL Form 5500 · 2024

My Happy Place Ventures, Inc. Profit Sharing Plan

Data updated 2026-08-25

$324K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$161,991
Avg per participant Above avg balance/head
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Official DOL plan name: My Happy Place Ventures Inc. Retirement Plan · Sponsored by My Happy Place Ventures, Inc. · Ohio · Other Services

$324K in assets, 2 participants

My Happy Place Ventures, Inc.'s My Happy Place Ventures Inc. Retirement Plan reported $324K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,337 in Other Services (7,719 peers)

What the 2024 filing shows

My Happy Place Ventures Inc. Retirement Plan holds $324K for 2 participants - about $161,991 per participant, among the smaller plans by assets on file.

#2,337
in Other Services (7,719 peers)
+6.3%
assets growth YoY

My Happy Place Ventures Inc. Retirement Plan among the smaller filed plans by assets

My Happy Place Ventures Inc. Retirement Plan vs every filed plan by assets

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

$323,981 14th percentile higher than 14% 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

My Happy Place Ventures 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. My Happy Place Ventures 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

  • My Happy Place Ventures Inc. Retirement Plan reported net income rose from -$35K in the plan year 2023 filing to $19K in the plan year 2024 filing.
  • My Happy Place Ventures Inc. Retirement Plan end-of-year assets rose from $305K in the plan year 2023 filing to $324K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 844068597 · My Happy Place Ventures, Inc. PY 2024 · Profit Sharing

My Happy Place Ventures Inc. Retirement Plan · $324K · 2 · 14th

  • PHOTO $324K
  • PHOTO 2
  • PHOTO 14th
  • PHOTO Profit Sharing
  • PHOTO near Three Dogs Group, Inc. Retirement Plan
  • PHOTO ind #2337

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 Other Services retirement plans → · Plans in Ohio →

My Happy Place Ventures Inc. Retirement Plan in the asset neighbourhood

My Happy Place Ventures Inc. Retirement PlanMy Happy Place Ventures Inc.…$324KThree Dogs Group, Inc. Retirement PlanThree Dogs Group, Inc. Retir…$324KJulien Enterprises, Inc. Profit Sharing PlanJulien Enterprises, Inc. Pro…$324KL. Salgueiro Canetti Retirement PlanL. Salgueiro Canetti Retirem…$324KEdmund L Yepez Dmd Lc Profit Sharing PlanEdmund L Yepez Dmd Lc Profit…$324K
End-of-year total assets ($M) among My Happy Place Ventures Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$305K
Net Assets (End of Year)$324K
Net Income$19K
Employer EIN844068597
Plan Effective Date2020-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (My Happy Place Ventures, Inc.)

Sponsor-wide plan assets over time

All My Happy Place Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$324K 4.584343257339926% vs 2022
2024 filing year
$0.28M$0.3M$0.32M$0.34M$0.36M 202220232024 $0.34M $0.32M ▼ -5.9%
Year Plans Participants Total Assets
2022 1 2 $340K
2023 1 2 $305K
2024 1 2 $324K

Nearby Profit Sharing Plans in Ohio

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

My Happy Place Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants My Happy Place Ventures Inc. Retirement Plan, Total assets ($B): 0.000323981 · Participants: 2My Happy Place Ventures Inc. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
My Happy Place Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare My Happy Place Ventures Inc. Retirement Plan side-by-side with 3 peers →

My Happy Place Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Three Dogs Group, Inc. Retirement Plan in PA ($324K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did My Happy Place Ventures Inc. Retirement Plan assets move in 2024? ▼
My Happy Place Ventures Inc. Retirement Plan grew at a solid clip - up 6.3% during 2024, from $305K to $324K. Reported net income was $19K.
How have My Happy Place Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), My Happy Place Ventures, Inc.'s sponsor-wide assets declined 4.6%, from $340K to $324K.
Where does My Happy Place Ventures Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
My Happy Place Ventures Inc. Retirement Plan ranks in the 14th 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 My Happy Place Ventures Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Three Dogs Group, Inc. Retirement Plan in PA ($324K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to My Happy Place Ventures Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 844068597.

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.