Profit Sharing · DOL Form 5500 · 2024

Watoga Holdings Inc. Profit Sharing Plan

Data updated 2026-08-25

$198K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$197,943
Avg per participant Above avg balance/head
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Official DOL plan name: Watoga Holdings Inc. Retirement Plan · Sponsored by Watoga Holdings Inc. · Ohio · Real Estate

$198K in assets, 1 participants

Watoga Holdings Inc.'s Watoga Holdings Inc. Retirement Plan reported $198K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • #714 in Real Estate (4,605 peers)

Watoga Holdings Inc. multi-year trail

Watoga Holdings Inc.'s plans moved +39.4% in assets from 2022 to 2024; this filing shows Watoga Holdings Inc. Retirement Plan at $198K / 1 participant.

#714
in Real Estate (4,605 peers)
+0.0%
assets growth YoY

Watoga Holdings Inc. Retirement Plan among the smaller filed plans by assets

Watoga Holdings Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$197,943 10th percentile higher than 10% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Watoga Holdings 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. Watoga Holdings 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

  • Watoga Holdings Inc. Retirement Plan reported net income fell from $56K in the plan year 2023 filing to $1 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 920254756 · Watoga Holdings Inc. PY 2024 · Profit Sharing

Watoga Holdings Inc. Retirement Plan · $198K · 1 · 10th

  • PHOTO $198K
  • PHOTO 1
  • PHOTO 10th
  • PHOTO Profit Sharing
  • PHOTO near The Detiveaux Corporation Retirement Plan
  • PHOTO ind #714

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 Real Estate retirement plans → · Plans in Ohio →

Watoga Holdings Inc. Retirement Plan in the asset neighbourhood

Watoga Holdings Inc. Retirement PlanWatoga Holdings Inc. Retirem…$198KThe Detiveaux Corporation Retirement PlanThe Detiveaux Corporation Re…$198KMorgan Stanley Smith Barney Vip Plus Profit Sharing PlanMorgan Stanley Smith Barney …$198KMahogany Properties Inc. Retirement PlanMahogany Properties Inc. Ret…$198KAt Ease Retreat Corporation Retirement PlanAt Ease Retreat Corporation …$198K
End-of-year total assets ($M) among Watoga Holdings Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Watoga Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Watoga Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$198K 39.42397092384414% vs 2022
2024 filing year
$0.12M$0.14M$0.16M$0.18M$0.2M$0.22M 202220232024 $0.14M $0.2M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 1 $142K
2023 1 1 $198K
2024 1 1 $198K

Watoga Holdings Inc. filing trail (2024)

Total Assets (Beginning of Year)$198K
Net Assets (End of Year)$198K
Net Income$1
Employer EIN920254756
Plan Effective Date2022-09-13
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Watoga Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Watoga Holdings Inc. Retirement Plan, Total assets ($B): 0.000197943 · Participants: 1Watoga Holdings Inc. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Watoga Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Watoga Holdings Inc. Retirement Plan side-by-side with 3 peers →

Watoga Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is The Detiveaux Corporation Retirement Plan in TX ($198K); 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.

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.

Frequently Asked Questions

How did Watoga Holdings Inc. Retirement Plan assets move in 2024? ▼
Watoga Holdings Inc. Retirement Plan held essentially flat - up 0.0% during 2024, from $198K to $198K. Reported net income was $1.
How have Watoga Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watoga Holdings Inc.'s sponsor-wide assets grew 39.4%, from $142K to $198K.
Where does Watoga Holdings Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Watoga Holdings Inc. Retirement Plan ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Watoga Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Detiveaux Corporation Retirement Plan in TX ($198K, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Watoga Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 920254756.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.