Money Purchase · DOL Form 5500 · 2024
Atlantic Sales Inc Money Purchase Plan
Data updated 2026-08-25
- $364K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $121,468
- Avg per participant Near avg balance/head
Official DOL plan name: Atlantic Sales Inc Profit Sharing and Money Purchase Plan · Sponsored by Atlantic Sales Inc · Virginia · Wholesale Trade
$364K in assets, 3 participants
Atlantic Sales Inc's Atlantic Sales Inc Profit Sharing and Money Purchase Plan reported $364K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #439 in Wholesale Trade (6,080 peers)
What the 2024 filing shows
Atlantic Sales Inc Profit Sharing and Money Purchase Plan holds $364K for 3 participants - about $121,468 per participant, among the smaller plans by assets on file.
- #439
- in Wholesale Trade (6,080 peers)
- +5.4%
- assets growth YoY
Atlantic Sales Inc Profit Sharing and Money Purchase Plan among the smaller filed plans by assets
Atlantic Sales Inc Profit Sharing and Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$364,405 15th percentile higher than 15% 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
Atlantic Sales Inc Profit Sharing and Money Purchase 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. Atlantic Sales Inc Profit Sharing and Money Purchase Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Atlantic Sales Inc Profit Sharing and Money Purchase Plan reported net income rose from $4K in the plan year 2023 filing to $19K in the plan year 2024 filing.
- Atlantic Sales Inc Profit Sharing and Money Purchase Plan end-of-year assets rose from $346K in the plan year 2023 filing to $364K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 541288740 · Atlantic Sales Inc PY 2024 · Money Purchase
Atlantic Sales Inc Profit Sharing and Money Purchase Plan · $364K · 3 · 15th
- PART $364K
- TYPE 3
- NET 15th
- BOOK Money Purchase
- VS-ST near Ufcw-Cannabis Industry Individual Account Plan
- BOY ind #439
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 Wholesale Trade retirement plans → · Plans in Virginia →
Atlantic Sales Inc Profit Sharing and Money Purchase Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $346K |
|---|---|
| Net Assets (End of Year) | $364K |
| Net Income | $19K |
| Employer EIN | 541288740 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Atlantic Sales Inc)
Sponsor-wide plan assets over time
All Atlantic Sales Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $364K 6.731864765201906% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $341K |
| 2023 | 1 | 3 | $346K |
| 2024 | 1 | 3 | $364K |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.8B · 12,228
- The George Washington University Retirement Plan for Faculty and Staff $1.4B · 3,862
- Noblis, Inc. Qualified Retirement Plan $246M · 2,434
- Mid-Atlantic States District Council Participating Locals Annuity Fund $149M · 6,604
- American College of Radiology Employees' Pension Plan and Trust $108M · 560
Atlantic Sales Inc Profit Sharing and Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is Ufcw-Cannabis Industry Individual Account Plan in AZ ($363K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($364K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.