Profit Sharing · DOL Form 5500 · 2024
Exit Strategy Ventures Inc. Profit Sharing Plan
Data updated 2026-08-25
- $230K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $230,005
- Avg per participant Above avg balance/head
Official DOL plan name: Exit Strategy Ventures Inc. Retirement Plan · Sponsored by Exit Strategy Ventures Inc. · Alabama · Other Services
$230K in assets, 1 participants
Exit Strategy Ventures Inc.'s Exit Strategy Ventures Inc. Retirement Plan reported $230K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #1,882 in Other Services (7,719 peers)
Exit Strategy Ventures Inc. multi-year trail
Exit Strategy Ventures Inc.'s plans moved -19.3% in assets from 2023 to 2024; this filing shows Exit Strategy Ventures Inc. Retirement Plan at $230K / 1 participant.
- #1,882
- in Other Services (7,719 peers)
- -19.3%
- assets change YoY
The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Exit Strategy Ventures Inc. Retirement Plan among the smaller filed plans by assets
Exit Strategy Ventures Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$230,005 11th percentile higher than 11% 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
Exit Strategy Ventures 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. Exit Strategy Ventures 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
- Exit Strategy Ventures Inc. Retirement Plan reported net income fell from $285K in the plan year 2023 filing to -$55K in the plan year 2024 filing.
- Exit Strategy Ventures Inc. Retirement Plan end-of-year assets fell from $285K in the plan year 2023 filing to $230K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 932345993 · Exit Strategy Ventures Inc. PY 2024 · Profit Sharing
Exit Strategy Ventures Inc. Retirement Plan · $230K · 1 · 11th
- EOY $230K
- EOY 1
- EOY 11th
- EOY Profit Sharing
- EOY near Rio Bravo Wealth Strategies Inc. Retirement Plan
- EOY ind #1882
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 Alabama →
Exit Strategy Ventures Inc. Retirement Plan in the asset neighbourhood
Exit Strategy Ventures Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Exit Strategy Ventures Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $230K 19.296491228070174% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $285K |
| 2024 | 1 | 1 | $230K |
Exit Strategy Ventures Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $285K |
|---|---|
| Net Assets (End of Year) | $230K |
| Net Income | -$55K |
| Employer EIN | 932345993 |
| Plan Effective Date | 2023-08-31 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Health Care Authority for Baptist Health Matching Dollar Plan $49M · 2,217
- Ewtn 403(b) Retirement Savings Plan $41M · 468
- Pathology Associates, P.C. Profit Sharing Plan and Trust $35M · 40
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $28M · 16
- Auto Investment, Inc. 401(k) Plan $27M · 401
Exit Strategy Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is Rio Bravo Wealth Strategies Inc. Retirement Plan in TX ($230K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($230K here).
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.