Profit Sharing · DOL Form 5500 · 2024
Ibear Incorporated Profit Sharing Plan
Data updated 2026-08-25
- $118K
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $6,959
- Avg per participant Low balance/head
Official DOL plan name: Ibear Incorporated Retirement Plan · Sponsored by Ibear Incorporated · Tennessee · Food Services & Accommodation
$118K in assets, 17 participants
Ibear Incorporated's Ibear Incorporated Retirement Plan reported $118K in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.
- #625 in Food Services & Accommodation (3,672 peers)
2024 asset change
Ibear Incorporated Retirement Plan pulled back noticeably 9.2% in 2024 ($130K → $118K) for 17 participants.
- #625
- in Food Services & Accommodation (3,672 peers)
- -9.2%
- assets change YoY
The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ibear Incorporated Retirement Plan among the smaller filed plans by assets
Ibear Incorporated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$118,310 7th percentile higher than 7% 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
Ibear Incorporated Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ibear Incorporated Retirement Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ibear Incorporated Retirement Plan reported net income fell from $6K in the plan year 2023 filing to -$12K in the plan year 2024 filing.
- Ibear Incorporated Retirement Plan reported participants fell from 19 in the plan year 2023 filing to 17 in the plan year 2024 filing.
- Ibear Incorporated Retirement Plan end-of-year assets fell from $130K in the plan year 2023 filing to $118K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 821229267 · Ibear Incorporated PY 2024 · Profit Sharing
Ibear Incorporated Retirement Plan · $118K · 17 · 7th
- EIN $118K
- RANK 17
- PHOTO 7th
- IND Profit Sharing
- EOY near Ynot Inc. Retirement Plan
- 5500 ind #625
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 Tennessee →
Ibear Incorporated Retirement Plan in the asset neighbourhood
Ibear Incorporated years around the 2024 move
Sponsor-wide plan assets over time
All Ibear Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $118K 4.7998390665862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $124K |
| 2023 | 1 | 19 | $130K |
| 2024 | 1 | 17 | $118K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $130K |
|---|---|
| Net Assets (End of Year) | $118K |
| Net Income | -$12K |
| Employer EIN | 821229267 |
| Plan Effective Date | 2017-04-18 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ballad Health 401(a) Plan $486M · 4,963
- Shreveport Electrical Industry Profit Sharing Plan $95M · 527
- New Orleans Electrical Annuity Plan $88M · 1,393
- Ulps Employee Savings Plan $78M · 236
- Thompson Machinery Commerce Corp Profit Sharing Plan $58M · 944
Ibear Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is Ynot Inc. Retirement Plan in MN ($118K); by covered participants it is Bgo's Ventures Inc. Retirement Plan in PA (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118K here).
- Ynot Inc. Retirement Plan (MN) $118K · 1
- Krismo Industries Co. Retirement Plan (TX) $118K · 2
- Lere Health & Fitness, Inc. Profit Sharing Plan (CO) $118K · 2
- Jp Storage Inc. Retirement Plan (CT) $118K · 1
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Bgo's Ventures Inc. Retirement Plan (PA) 17 · 0 off
- Rkling Associates, Inc. Retirement Plan (TX) 17 · 0 off
- Driven Ventures, Inc. Retirement Plan (FL) 17 · 0 off
- Roam Wouda Inc. Retirement Plan (VT) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.