Profit Sharing · DOL Form 5500 · 2023
Harley Ventures, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $697K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $139,420
- Avg per participant Near avg balance/head
Official DOL plan name: Harley Ventures, Inc. Retirement Plan · Sponsored by Harley Ventures, Inc. · Wisconsin · Other Services
$697K in assets, 5 participants
Harley Ventures, Inc.'s Harley Ventures, Inc. Retirement Plan reported $697K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #3,402 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Harley Ventures, Inc. Retirement Plan ranks #3,402 of 7,857 2023 filers by assets (2879% of the sector average)-$697K for 5 participants.
- #3,402
- in Other Services (7,857 peers)
- -8.6%
- assets change YoY
The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Harley Ventures, Inc. Retirement Plan among the smaller filed plans by assets
Harley Ventures, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$697,101 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Harley Ventures, Inc. Retirement 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. Harley Ventures, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Harley Ventures, Inc. Retirement Plan reported net income fell from $113K in the plan year 2022 filing to -$66K in the plan year 2023 filing.
- Harley Ventures, Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Harley Ventures, Inc. Retirement Plan end-of-year assets fell from $763K in the plan year 2022 filing to $697K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 832122457 · Harley Ventures, Inc. PY 2023 · Profit Sharing
Harley Ventures, Inc. Retirement Plan · $697K · 5 · 21st
- EBSA $697K
- EBSA 5
- EBSA 21st
- EBSA Profit Sharing
- EBSA near K5 Homes, Inc. Retirement Plan
- EBSA ind #3402
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 Other Services retirement plans → · Plans in Wisconsin →
Harley Ventures, Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $763K |
|---|---|
| Net Assets (End of Year) | $697K |
| Net Income | -$66K |
| Employer EIN | 832122457 |
| Plan Effective Date | 2018-10-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harley Ventures, Inc.)
Sponsor-wide plan assets over time
All Harley Ventures, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $825K 8.121432278152568% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $763K |
| 2023 | 1 | 5 | $697K |
| 2024 | 1 | 4 | $825K |
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 $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
Harley Ventures, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is K5 Homes, Inc. Retirement Plan in OR ($697K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($697K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.