Profit Sharing · DOL Form 5500 · 2023

Pineleaf Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
266
Participants Below avg headcount
32nd
Percentile by assets National rank
$8,711
Avg per participant Low balance/head
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Official DOL plan name: Pineleaf Investments, Inc. Profit Sharing Plan · Sponsored by Pineleaf Investments Inc. · Georgia · Healthcare & Social Assistance

$2M in assets, 266 participants

Pineleaf Investments Inc.'s Pineleaf Investments, Inc. Profit Sharing Plan reported $2M in total assets and 266 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.

  • #5,596 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Pineleaf Investments, Inc. Profit Sharing Plan covers 266 participants in Georgia, about 24% of the average Georgia filer (state average ~1,096 per filing). Assets: $2M.

#5,596
in Healthcare & Social Assistance (17,684 peers)
+15.2%
assets growth YoY

Pineleaf Investments, Inc. Profit Sharing Plan among the smaller filed plans by assets

Pineleaf Investments, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,317,111 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

Pineleaf Investments, Inc. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pineleaf Investments, Inc. Profit Sharing Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pineleaf Investments, Inc. Profit Sharing Plan reported net income rose from $147K in the plan year 2022 filing to $301K in the plan year 2023 filing.
  • Pineleaf Investments, Inc. Profit Sharing Plan 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 →

Plan-year Form 5500 strip

Filing strip 581515939 · Pineleaf Investments Inc. PY 2023 · Profit Sharing

Pineleaf Investments, Inc. Profit Sharing Plan · $2M · 266 · 32nd

  • IND $2M
  • EOY 266
  • 5500 32nd
  • ASSETS Profit Sharing
  • PCT near F. Michael Harris Profit Sharing Plan
  • EIN ind #5596

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 →

Pineleaf Investments, Inc. Profit Sharing Plan in the asset neighbourhood

Pineleaf Investments, Inc. Profit Sharing PlanPineleaf Investments, Inc. P…$2MF. Michael Harris Profit Sharing PlanF. Michael Harris Profit Sha…$2MC&m Associates, Inc. Retirement TrustC&m Associates, Inc. Retirem…$2MPotters & Della Pietra LLP Profit Sharing PlanPotters & Della Pietra LLP P…$2MMichael E. Low, P.T., Profit Sharing PlanMichael E. Low, P.T., Profit…$2M
End-of-year total assets ($M) among Pineleaf Investments, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$301K
Employer EIN581515939
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pineleaf Investments Inc.)

Sponsor-wide plan assets over time

All Pineleaf Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.738470209675928% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $2.01M $2.49M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 268 $2M
2023 1 266 $2M
2024 1 268 $2M

Nearby Profit Sharing Plans in Georgia

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

Pineleaf Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Pineleaf Investments, Inc. Profit Sharing Plan, Total assets ($B): 0.002317111 · Participants: 266Pineleaf Investments, Inc. Profit Sharing PlanEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Pineleaf Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Pineleaf Investments, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest Profit Sharing by assets is F. Michael Harris Profit Sharing Plan in MD ($2M); by covered participants it is Wadsworth Brothers Construction Company, Inc. Profit Sharing Plan in UT (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Pineleaf Investments, Inc. Profit Sharing Plan assets move in 2023? ▼
Pineleaf Investments, Inc. Profit Sharing Plan grew sharply - up 15.2% during 2023, from $2M to $2M. Reported net income was $301K.
How have Pineleaf Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pineleaf Investments Inc.'s sponsor-wide assets grew 23.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Pineleaf Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is F. Michael Harris Profit Sharing Plan in MD ($2M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Pineleaf Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Wadsworth Brothers Construction Company, Inc. Profit Sharing Plan in UT (266 participants, $21M 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 581515939.

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.