Profit Sharing · DOL Form 5500 · 2024
Pt Morgan Enterprises, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $110,975
- Avg per participant Below avg balance/head
Official DOL plan name: Pt Morgan Enterprises, Inc. Retirement Plan · Sponsored by Pt Morgan Enterprises, Inc. · Kentucky · Healthcare & Social Assistance
$2M in assets, 14 participants
Pt Morgan Enterprises, Inc.'s Pt Morgan Enterprises, Inc. Retirement Plan reported $2M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,035 in Healthcare & Social Assistance (16,916 peers)
Pt Morgan Enterprises, Inc. multi-year trail
Pt Morgan Enterprises, Inc.'s plans moved +64.5% in assets from 2022 to 2024; this filing shows Pt Morgan Enterprises, Inc. Retirement Plan at $2M / 14 participants.
- #4,035
- in Healthcare & Social Assistance (16,916 peers)
- +50.9%
- assets growth YoY
Pt Morgan Enterprises, Inc. Retirement Plan among the smaller filed plans by assets
Pt Morgan Enterprises, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,553,654 27th percentile higher than 27% 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
Pt Morgan Enterprises, 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. Pt Morgan Enterprises, Inc. Retirement Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pt Morgan Enterprises, Inc. Retirement Plan reported net income rose from $85K in the plan year 2023 filing to $524K in the plan year 2024 filing.
- Pt Morgan Enterprises, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Pt Morgan Enterprises, Inc. Retirement Plan reported participants rose from 12 in the plan year 2023 filing to 14 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 822125577 · Pt Morgan Enterprises, Inc. PY 2024 · Profit Sharing
Pt Morgan Enterprises, Inc. Retirement Plan · $2M · 14 · 27th
- SCH $2M
- SCH 14
- SCH 27th
- SCH Profit Sharing
- SCH near Isite Enterprises, Inc. Profit Sharing Plan
- SCH ind #4035
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 Kentucky →
Pt Morgan Enterprises, Inc. Retirement Plan in the asset neighbourhood
Pt Morgan Enterprises, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Pt Morgan Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 64.50514113639709% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $944K |
| 2023 | 1 | 12 | $1M |
| 2024 | 1 | 14 | $2M |
Pt Morgan Enterprises, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $524K |
| Employer EIN | 822125577 |
| Plan Effective Date | 2017-07-11 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Kentucky
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Commonspirit Health ERISA 403(b) Plan $2.9B · 29,259
- IBEW Local 150 Supplemental Pension Fund $311M · 1,368
- Med Center Health Retirement Savings Plan $99M · 3,155
- Dismas Charities, Inc. Retirement Plan $39M · 594
- Ball Homes, LLC Retirement Plan $39M · 220
Pt Morgan Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Kentucky, the nearest Profit Sharing by assets is Isite Enterprises, Inc. Profit Sharing Plan in TX ($2M); by covered participants it is Seaside Amusements, Inc. Profit Sharing Plan in PA (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.
- Seaside Amusements, Inc. Profit Sharing Plan (PA) 14 · 0 off
- Kasten Builders Profit Sharing Plan (CA) 14 · 0 off
- Olympic Inc. Retirement Plan (NC) 14 · 0 off
- Ace Hardware of Cape Haze, Inc. Retirement Plan (FL) 14 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.