Profit Sharing · DOL Form 5500 · 2024
Balancedflow, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $751K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $375,533
- Avg per participant High balance/head
Official DOL plan name: Balancedflow, Inc. Profit Sharing Plan · Sponsored by Balancedflow, Inc. · Missouri · Healthcare & Social Assistance
$751K in assets, 2 participants
Balancedflow, Inc.'s Balancedflow, Inc. Profit Sharing Plan reported $751K in total assets and 2 participants in its 2024 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.
- #2,777 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Balancedflow, Inc. Profit Sharing Plan holds $751K for 2 participants - about $375,533 per participant, among the smaller plans by assets on file.
- #2,777
- in Healthcare & Social Assistance (16,916 peers)
- $751K
- reported net income
Balancedflow, Inc. Profit Sharing Plan among the smaller filed plans by assets
Balancedflow, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$751,065 21st percentile higher than 21% 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
Balancedflow, Inc. Profit Sharing 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. Balancedflow, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 332290291 · Balancedflow, Inc. PY 2024 · Profit Sharing
Balancedflow, Inc. Profit Sharing Plan · $751K · 2 · 21st
- SCH $751K
- SCH 2
- SCH 21st
- SCH Profit Sharing
- SCH near Joseph a. George M.D., P.C. Profit Sharing Plan and Trust
- SCH ind #2777
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 Missouri →
Balancedflow, Inc. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $751K |
| Net Income | $751K |
| Employer EIN | 332290291 |
| Plan Effective Date | 2024-12-09 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.3B · 18,034
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $459M · 4,032
- I. B. E. W. Local Union No. 124 Annuity Plan $447M · 3,456
- Annuity Fund of Operating Engineers Local 513 $323M · 9,100
- Pipe Fitters Local No 533 Individual Account Plan $302M · 1,427
Balancedflow, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Joseph a. George M.D., P.C. Profit Sharing Plan and Trust in MI ($751K); 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 ($751K here).
- Joseph a. George M.D., P.C. Profit Sharing Plan and Trust (MI) $751K · 2
- Mojo Vibes, Inc. Profit Sharing Plan (TX) $751K · 2
- 5forhim Inc. Retirement Plan (SC) $752K · 11
- Rpi Profit Sharing Plan (IL) $750K · 5
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.