Profit Sharing · DOL Form 5500 · 2024

Career Visionaries, Inc. Profit Sharing Plan

Data updated 2026-08-25

$75K
Total assets Small plan by assets: 1
Participants Small participant base: 5th
Percentile by assets National rank: $75,075
Avg per participant Below avg balance/head

Official DOL plan name: Career Visionaries, Inc. Retirement Plan · Sponsored by Career Visionaries, Inc. · Ohio · Other Services

$75K in assets, 1 participants

Career Visionaries, Inc.'s Career Visionaries, Inc. Retirement Plan reported $75K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

#769 in Other Services (7,719 peers)

What the 2024 filing shows

Career Visionaries, Inc. Retirement Plan holds $75K for 1 participant - about $75,075 per participant, among the smaller plans by assets on file.

#769
in Other Services (7,719 peers): $75K
reported net income

Career Visionaries, Inc. Retirement Plan among the smaller filed plans by assets

Career Visionaries, Inc. Retirement Plan vs every filed plan by assets

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

$75,075 5th percentile higher than 5% 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

Career Visionaries, 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. Career Visionaries, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 994794109 · Career Visionaries, Inc. PY 2024 · Profit Sharing

Career Visionaries, Inc. Retirement Plan · $75K · 1 · 5th

5500 $75K
ASSETS 1
PCT 5th
EIN Profit Sharing
RANK near Stroner Business Holdings, Inc. Retirement Plan
PHOTO ind #769

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 Ohio →

End-of-year total assets ($M) among Career Visionaries, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$75K
Net Income	$75K
Employer EIN	994794109
Plan Effective Date	2024-09-11
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Career Visionaries, Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Cleveland Clinic Investment Pension Plan $1.8B · 51,751
Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
Three Rivers Annuity Fund $214M · 960

Compare Career Visionaries, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Profit Sharing by assets is Stroner Business Holdings, Inc. Retirement Plan in IL ($75K); 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 ($75K here).

Stroner Business Holdings, Inc. Retirement Plan (IL) $75K · 1
Dbm Primary Care Ltd Profit Sharing Plan & Trust (TX) $75K · 1
Jkl Productions, Inc. Retirement Plan (CA) $75K · 2
Pakada Co. Retirement Plan (CO) $75K · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Gerald L. Bowen, P.C. Profit Sharing Plan (PA) 1 · 0 off
Sorensen & Edwards, P.S. (WA) 1 · 0 off
Sun Services Incorporated Retirement Plan (MA) 1 · 0 off
Agile Funding & Investments, Inc. Retirement Plan (VA) 1 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Career Visionaries, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Career Visionaries, Inc. Retirement Plan ranks in the 5th 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 Career Visionaries, Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Stroner Business Holdings, Inc. Retirement Plan in IL ($75K, 1 participant).

Which Profit Sharing plans cover a similar participant headcount to Career Visionaries, 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).

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 994794109.