Profit Sharing · DOL Form 5500 · 2023

Surf N Dipity Inc. Profit Sharing Plan

Data updated 2026-08-25

$254K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$253,818
Avg per participant Above avg balance/head
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Official DOL plan name: Surf N Dipity Inc. Profit Sharing Plan · Sponsored by Surf N Dipity Inc. · Virginia · Food Services & Accommodation

$254K in assets, 1 participants

Surf N Dipity Inc.'s Surf N Dipity Inc. Profit Sharing Plan reported $254K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,256 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Surf N Dipity Inc. Profit Sharing Plan ranks #1,256 of 3,828 2023 filers by assets (7708% of the sector average)-$254K for 1 participant.

#1,256
in Food Services & Accommodation (3,828 peers)
-15.6%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surf N Dipity Inc. Profit Sharing Plan among the smaller filed plans by assets

Surf N Dipity Inc. Profit Sharing Plan vs every filed plan by assets

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

$253,818 12th percentile higher than 12% 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

Surf N Dipity Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surf N Dipity Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surf N Dipity Inc. Profit Sharing Plan reported net income fell from $42K in the plan year 2022 filing to -$47K in the plan year 2023 filing.
  • Surf N Dipity Inc. Profit Sharing Plan end-of-year assets fell from $301K in the plan year 2022 filing to $254K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 274281753 · Surf N Dipity Inc. PY 2023 · Profit Sharing

Surf N Dipity Inc. Profit Sharing Plan · $254K · 1 · 12th

  • TYPE $254K
  • TYPE 1
  • TYPE 12th
  • TYPE Profit Sharing
  • TYPE near Jonathan a. Melendez Hernandez Retirement Plan
  • TYPE ind #1256

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 Food Services & Accommodation retirement plans → · Plans in Virginia →

Surf N Dipity Inc. Profit Sharing Plan in the asset neighbourhood

Surf N Dipity Inc. Profit Sharing PlanSurf N Dipity Inc. Profit Sh…$254KJonathan a. Melendez Hernandez Retirement PlanJonathan a. Melendez Hernand…$254KHobble Creek Dental Care 401(k) PlanHobble Creek Dental Care 401…$254KMozart Advertising Profit Sharing Retirement PlanMozart Advertising Profit Sh…$254KPg Dragonfly Incorporated Retirement PlanPg Dragonfly Incorporated Re…$254K
End-of-year total assets ($M) among Surf N Dipity Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$301K
Net Assets (End of Year)$254K
Net Income-$47K
Employer EIN274281753
Plan Effective Date2010-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Surf N Dipity Inc.)

Sponsor-wide plan assets over time

All Surf N Dipity Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$502K 66.78450282673761% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.3M $0.5M ▲ +66.7%
Year Plans Participants Total Assets
2022 1 1 $301K
2023 1 1 $254K
2024 2 3 $502K

Nearby Profit Sharing Plans in Virginia

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

Surf N Dipity Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Surf N Dipity Inc. Profit Sharing Plan, Total assets ($B): 0.000253818 · Participants: 1Surf N Dipity Inc. Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Surf N Dipity Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Surf N Dipity Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Jonathan a. Melendez Hernandez Retirement Plan in PR ($254K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Surf N Dipity Inc. Profit Sharing Plan assets move in 2023?
Surf N Dipity Inc. Profit Sharing Plan declined sharply - down 15.6% during 2023, from $301K to $254K. Reported net income was -$47K.
How have Surf N Dipity Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Surf N Dipity Inc.'s sponsor-wide assets grew 66.8%, from $301K to $502K.
Where does Surf N Dipity Inc. Profit Sharing Plan rank by assets among Form 5500 filers?
Surf N Dipity Inc. Profit Sharing Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Surf N Dipity Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Jonathan a. Melendez Hernandez Retirement Plan in PR ($254K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Surf N Dipity Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).