Profit Sharing · DOL Form 5500 · 2024

Finnerty Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
30th
Percentile by assets National rank
$120,093
Avg per participant Near avg balance/head
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Official DOL plan name: Finnerty Enterprises, Inc. Retirement Plan · Sponsored by Finnerty Enterprises, Inc. · North Carolina · Retail Trade

$2M in assets, 18 participants

Finnerty Enterprises, Inc.'s Finnerty Enterprises, Inc. Retirement Plan reported $2M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #3,424 in Retail Trade (8,048 peers)

Finnerty Enterprises, Inc. multi-year trail

Finnerty Enterprises, Inc.'s plans moved +20.8% in assets from 2022 to 2024; this filing shows Finnerty Enterprises, Inc. Retirement Plan at $2M / 18 participants.

#3,424
in Retail Trade (8,048 peers)
-2.2%
assets change YoY

The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Finnerty Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Finnerty Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$2,161,667 30th percentile higher than 30% 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

Finnerty Enterprises, Inc. 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. Finnerty Enterprises, Inc. Retirement Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Finnerty Enterprises, Inc. Retirement Plan reported net income fell from $420K in the plan year 2023 filing to -$49K in the plan year 2024 filing.
  • Finnerty Enterprises, Inc. Retirement Plan reported participants rose from 9 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • Finnerty Enterprises, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 822245130 · Finnerty Enterprises, Inc. PY 2024 · Profit Sharing

Finnerty Enterprises, Inc. Retirement Plan · $2M · 18 · 30th

  • BOY $2M
  • BOY 18
  • BOY 30th
  • BOY Profit Sharing
  • BOY near Steven D Reddick Dmd PA Profit Sharing Plan and Trust
  • BOY ind #3424

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 Retail Trade retirement plans → · Plans in North Carolina →

Finnerty Enterprises, Inc. Retirement Plan in the asset neighbourhood

Finnerty Enterprises, Inc. Retirement PlanFinnerty Enterprises, Inc. R…$2MSteven D Reddick Dmd PA Profit Sharing Plan and TrustSteven D Reddick Dmd PA Prof…$2MR. Feliciano Valera Retirement PlanR. Feliciano Valera Retireme…$2MMar-Del, Inc. Profit Sharing PlanMar-Del, Inc. Profit Sharing…$2MUp North, Inc. Retirement PlanUp North, Inc. Retirement Pl…$2M
End-of-year total assets ($M) among Finnerty Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Finnerty Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Finnerty Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.769321878034365% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.79M $2.16M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 9 $2M
2024 1 18 $2M

Finnerty Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$49K
Employer EIN822245130
Plan Effective Date2017-07-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Finnerty Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants Finnerty Enterprises, Inc. Retirement Plan, Total assets ($B): 0.002161667 · Participants: 18Finnerty Enterprises, Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
Finnerty Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Finnerty Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Finnerty Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Steven D Reddick Dmd PA Profit Sharing Plan and Trust in FL ($2M); by covered participants it is Conley Partnership Inc. Retirement Plan in OH (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); 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 Finnerty Enterprises, Inc. Retirement Plan assets move in 2024? ▼
Finnerty Enterprises, Inc. Retirement Plan edged down modestly - down 2.2% during 2024, from $2M to $2M. Reported net income was -$49K.
How have Finnerty Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finnerty Enterprises, Inc.'s sponsor-wide assets grew 20.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Finnerty Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Steven D Reddick Dmd PA Profit Sharing Plan and Trust in FL ($2M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Finnerty Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Conley Partnership Inc. Retirement Plan in OH (18 participants, $3M 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 822245130.

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.