Profit Sharing · DOL Form 5500 · 2024
Serendipity Coaching and Consulting Inc. Profit Sharing Plan
Data updated 2026-08-25
- $160K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $79,884
- Avg per participant Below avg balance/head
Official DOL plan name: Serendipity Coaching and Consulting Inc. Retirement Plan · Sponsored by Serendipity Coaching and Consulting Inc. · North Carolina · Professional & Technical Services
$160K in assets, 2 participants
Serendipity Coaching and Consulting Inc.'s Serendipity Coaching and Consulting Inc. Retirement Plan reported $160K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #1,460 in Professional & Technical Services (20,173 peers)
Serendipity Coaching and Consulting Inc. multi-year trail
Serendipity Coaching and Consulting Inc.'s plans moved +33.6% in assets from 2022 to 2024; this filing shows Serendipity Coaching and Consulting Inc. Retirement Plan at $160K / 2 participants.
- #1,460
- in Professional & Technical Services (20,173 peers)
- +13.3%
- assets growth YoY
Serendipity Coaching and Consulting Inc. Retirement Plan among the smaller filed plans by assets
Serendipity Coaching and Consulting Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$159,767 9th percentile higher than 9% 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
Serendipity Coaching and Consulting 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. Serendipity Coaching and Consulting 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
- Serendipity Coaching and Consulting Inc. Retirement Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Serendipity Coaching and Consulting Inc. Retirement Plan end-of-year assets rose from $141K in the plan year 2023 filing to $160K in the plan year 2024 filing.
- Serendipity Coaching and Consulting Inc. Retirement Plan reported net income fell from $21K in the plan year 2023 filing to $19K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 454365351 · Serendipity Coaching and Consulting Inc. PY 2024 · Profit Sharing
Serendipity Coaching and Consulting Inc. Retirement Plan · $160K · 2 · 9th
- NET $160K
- BOOK 2
- VS-ST 9th
- BOY Profit Sharing
- SCH near Berntsen Wine Investment Retirement Plan
- EBSA ind #1460
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 North Carolina →
Serendipity Coaching and Consulting Inc. Retirement Plan in the asset neighbourhood
Serendipity Coaching and Consulting Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Serendipity Coaching and Consulting Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $160K 33.6324932877205% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $120K |
| 2023 | 1 | 3 | $141K |
| 2024 | 1 | 2 | $160K |
Serendipity Coaching and Consulting Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $141K |
|---|---|
| Net Assets (End of Year) | $160K |
| Net Income | $19K |
| Employer EIN | 454365351 |
| Plan Effective Date | 2012-01-26 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
Serendipity Coaching and Consulting Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Berntsen Wine Investment Retirement Plan in CA ($160K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($160K here).
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.