Profit Sharing · DOL Form 5500 · 2024

679 Southwind, Inc. Profit Sharing Plan

Data updated 2026-08-25

$384K
Total assets Small plan by assets
49
Participants Small participant base
16th
Percentile by assets National rank
$7,845
Avg per participant Low balance/head
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Official DOL plan name: 679 Southwind, Inc. Retirement Plan · Sponsored by 679 Southwind, Inc. · New York · Arts, Entertainment & Recreation

$384K in assets, 49 participants

679 Southwind, Inc.'s 679 Southwind, Inc. Retirement Plan reported $384K in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,043 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, 679 Southwind, Inc. Retirement Plan ranks #1,043 of 2,921 2024 filers by assets (7223% of the sector average)-$384K for 49 participants.

#1,043
in Arts, Entertainment & Recreation (2,921 peers)
+7.0%
assets growth YoY

679 Southwind, Inc. Retirement Plan among the smaller filed plans by assets

679 Southwind, Inc. Retirement Plan vs every filed plan by assets

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

$384,411 16th percentile higher than 16% 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

679 Southwind, 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. 679 Southwind, Inc. Retirement Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 679 Southwind, Inc. Retirement Plan reported participants rose from 1 in the plan year 2023 filing to 49 in the plan year 2024 filing.
  • 679 Southwind, Inc. Retirement Plan reported net income fell from $359K in the plan year 2023 filing to $25K in the plan year 2024 filing.
  • 679 Southwind, Inc. Retirement Plan end-of-year assets rose from $359K in the plan year 2023 filing to $384K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 920958563 · 679 Southwind, Inc. PY 2024 · Profit Sharing

679 Southwind, Inc. Retirement Plan · $384K · 49 · 16th

  • BOOK $384K
  • BOOK 49
  • BOOK 16th
  • BOOK Profit Sharing
  • BOOK near Holst Enterprises, Inc. Retirement Plan
  • BOOK ind #1043

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

679 Southwind, Inc. Retirement Plan in the asset neighbourhood

679 Southwind, Inc. Retirement Plan679 Southwind, Inc. Retireme…$384KHolst Enterprises, Inc. Retirement PlanHolst Enterprises, Inc. Reti…$384KTahwah Enterprises, Inc. Retirement PlanTahwah Enterprises, Inc. Ret…$384KPoirier Enterprises, Inc. Retirement PlanPoirier Enterprises, Inc. Re…$385KGrundywood Corporation Profit Sharing PlanGrundywood Corporation Profi…$385K
End-of-year total assets ($M) among 679 Southwind, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$359K
Net Assets (End of Year)$384K
Net Income$25K
Employer EIN920958563
Plan Effective Date2023-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (679 Southwind, Inc.)

Sponsor-wide plan assets over time

All 679 Southwind, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$384K 6.990951674538608% vs 2023
2024 filing year
$0.35M$0.36M$0.37M$0.38M$0.39M 20232024 $0.36M $0.38M ▲ +5.6%
Year Plans Participants Total Assets
2023 1 1 $359K
2024 1 49 $384K

Nearby Profit Sharing Plans in New York

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

679 Southwind, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants 679 Southwind, Inc. Retirement Plan, Total assets ($B): 0.000384411 · Participants: 49679 Southwind, Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
679 Southwind, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

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

Outside New York, the nearest Profit Sharing by assets is Holst Enterprises, Inc. Retirement Plan in MO ($384K); by covered participants it is Hinden and Breslavsky Law Corp Profit Sharing Plan in CA (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 679 Southwind, Inc. Retirement Plan assets move in 2024?
679 Southwind, Inc. Retirement Plan grew at a solid clip - up 7.0% during 2024, from $359K to $384K. Reported net income was $25K.
How have 679 Southwind, Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), 679 Southwind, Inc.'s sponsor-wide assets grew 7.0%, from $359K to $384K.
Where does 679 Southwind, Inc. Retirement Plan rank by assets among Form 5500 filers?
679 Southwind, Inc. Retirement Plan ranks in the 16th 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 679 Southwind, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Holst Enterprises, Inc. Retirement Plan in MO ($384K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to 679 Southwind, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Hinden and Breslavsky Law Corp Profit Sharing Plan in CA (49 participants, $9M in assets).