Profit Sharing · DOL Form 5500 · 2024
Crossroads Portfolio Inc. Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Crossroads Portfolio Inc. Retirement Plan · Sponsored by Crossroads Portfolio Inc. · Georgia · Food Services & Accommodation
$7M in assets, 6 participants
Crossroads Portfolio Inc.'s Crossroads Portfolio Inc. Retirement Plan reported $7M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #2,926 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Crossroads Portfolio Inc. Retirement Plan ranks #2,926 of 3,672 2024 filers by assets (297% of the sector average)-$7M for 6 participants.
- #2,926
- in Food Services & Accommodation (3,672 peers)
- +20.0%
- assets growth YoY
Crossroads Portfolio Inc. Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Crossroads Portfolio Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,595,414 47th percentile higher than 47% 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
Crossroads Portfolio 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. Crossroads Portfolio Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Crossroads Portfolio Inc. Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Crossroads Portfolio Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 263611743 · Crossroads Portfolio Inc. PY 2024 · Profit Sharing
Crossroads Portfolio Inc. Retirement Plan · $7M · 6 · 47th
- BOOK $7M
- BOOK 6
- BOOK 47th
- BOOK Profit Sharing
- BOOK near Law Offices of Fredrick H. Stern Retirement Plan
- BOOK ind #2926
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 Georgia →
Crossroads Portfolio Inc. Retirement Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 263611743 |
| Plan Effective Date | 2013-07-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Crossroads Portfolio Inc.)
Sponsor-wide plan assets over time
All Crossroads Portfolio Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 266.6316642031529% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 6 | $5M |
| 2024 | 1 | 6 | $7M |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory University Retirement Plan $5.5B · 18,936
- Crh Americas 401(k) Plan $4.2B · 35,710
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.8B · 23,760
- The Emory Clinic, Inc. Retirement Savings Plan $1.0B · 2,448
- Childrens Healthcare of Atlanta Growth Plan $391M · 12,290
Crossroads Portfolio Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Georgia, the nearest Profit Sharing by assets is Law Offices of Fredrick H. Stern Retirement Plan in CA ($7M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Genesis Five Inc. Profit Sharing Plan (NC) 6 · 0 off
- Sbr Family Corp. Retirement Plan (CT) 6 · 0 off
- Mcclain Services Incorporated Retirement Plan (PA) 6 · 0 off
- Betta Management Inc. Retirement Plan (NJ) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.