Profit Sharing · DOL Form 5500 · 2024
South Fork Capital Endeavors Inc. Profit Sharing Plan
Data updated 2026-08-25
- $116K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $116,483
- Avg per participant Below avg balance/head
Official DOL plan name: South Fork Capital Endeavors Inc. Retirement Plan · Sponsored by South Fork Capital Endeavors Inc. · Wisconsin · Professional & Technical Services
$116K in assets, 1 participants
South Fork Capital Endeavors Inc.'s South Fork Capital Endeavors Inc. Retirement Plan reported $116K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 7th 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.
- #1,215 in Professional & Technical Services (20,173 peers)
South Fork Capital Endeavors Inc. multi-year trail
South Fork Capital Endeavors Inc.'s plans moved -10.2% in assets from 2023 to 2024; this filing shows South Fork Capital Endeavors Inc. Retirement Plan at $116K / 1 participant.
- #1,215
- in Professional & Technical Services (20,173 peers)
- -10.2%
- assets change YoY
The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
South Fork Capital Endeavors Inc. Retirement Plan among the smaller filed plans by assets
South Fork Capital Endeavors Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$116,483 7th percentile higher than 7% 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
South Fork Capital Endeavors 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. South Fork Capital Endeavors Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- South Fork Capital Endeavors Inc. Retirement Plan reported net income fell from $130K in the plan year 2023 filing to -$13K in the plan year 2024 filing.
- South Fork Capital Endeavors Inc. Retirement Plan end-of-year assets fell from $130K in the plan year 2023 filing to $116K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 931788515 · South Fork Capital Endeavors Inc. PY 2024 · Profit Sharing
South Fork Capital Endeavors Inc. Retirement Plan · $116K · 1 · 7th
- EOY $116K
- EOY 1
- EOY 7th
- EOY Profit Sharing
- EOY near Avrs Management Inc Profit Sharing Plan
- EOY ind #1215
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
South Fork Capital Endeavors Inc. Retirement Plan in the asset neighbourhood
South Fork Capital Endeavors Inc. multi-year asset trail
Sponsor-wide plan assets over time
All South Fork Capital Endeavors Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $116K 10.197363349009327% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $130K |
| 2024 | 1 | 1 | $116K |
South Fork Capital Endeavors Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $130K |
|---|---|
| Net Assets (End of Year) | $116K |
| Net Income | -$13K |
| Employer EIN | 931788515 |
| Plan Effective Date | 2023-06-21 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
South Fork Capital Endeavors Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Avrs Management Inc Profit Sharing Plan in TX ($117K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.