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
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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

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

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.

See the national 2023→2024 release diff →

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. Retirement PlanExit Strategy Ventures Inc. …$230KRio Bravo Wealth Strategies Inc. Retirement PlanRio Bravo Wealth Strategies …$230KAlgar Painting Perfection, Inc. Retirement PlanAlgar Painting Perfection, I…$230KEssex Technology Group, Inc. Employee Stock Ownership PlanEssex Technology Group, Inc.…$230KLk&pgt Investments, Inc. Profit Sharing PlanLk&pgt Investments, Inc. Pro…$230K
End-of-year total assets ($M) among Exit Strategy Ventures Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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
$0.22M$0.24M$0.26M$0.28M$0.3M 20232024 $0.28M $0.23M ▼ -17.9%
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 EIN932345993
Plan Effective Date2023-08-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Exit Strategy Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -200204060 Total assets ($M) Participants Exit Strategy Ventures Inc. Retirement Plan, Total assets ($M): 0.230005 · Participants: 1Exit Strategy Ventures Inc. Retirement PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 48.988463 · Participants: 2217The Health Care Authority for Baptist Health Matching Dollar PlanEwtn 403(b) Retirement Savings Plan, Total assets ($M): 40.769673 · Participants: 468Ewtn 403(b) Retirement Savings PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 34.666809 · Participants: 40Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.607066 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 27.311595 · Participants: 401Auto Investment, Inc. 401(k) Plan
Exit Strategy Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants

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.

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 Exit Strategy Ventures Inc. Retirement Plan assets move in 2024?
Exit Strategy Ventures Inc. Retirement Plan declined sharply - down 19.3% during 2024, from $285K to $230K. Reported net income was -$55K.
How have Exit Strategy Ventures Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Exit Strategy Ventures Inc.'s sponsor-wide assets declined 19.3%, from $285K to $230K.
Where does Exit Strategy Ventures Inc. Retirement Plan rank by assets among Form 5500 filers?
Exit Strategy Ventures Inc. Retirement Plan ranks in the 11th 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 Exit Strategy Ventures Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Rio Bravo Wealth Strategies Inc. Retirement Plan in TX ($230K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Exit Strategy Ventures 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).