Profit Sharing · DOL Form 5500 · 2024

Mr Bagel Company Profit Sharing Plan

Data updated 2026-08-25

$497K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$248,313
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mr Bagel Company Retirement Plan · Sponsored by Mr Bagel Company · Kentucky · Retail Trade

$497K in assets, 2 participants

Mr Bagel Company's Mr Bagel Company Retirement Plan reported $497K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,263 in Retail Trade (8,048 peers)

Mr Bagel Company multi-year trail

Mr Bagel Company's plans moved +384.2% in assets from 2022 to 2024; this filing shows Mr Bagel Company Retirement Plan at $497K / 2 participants.

#2,263
in Retail Trade (8,048 peers)
+44.4%
assets growth YoY

Mr Bagel Company Retirement Plan among the smaller filed plans by assets

Mr Bagel Company Retirement Plan vs every filed plan by assets

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

$496,625 18th percentile higher than 18% 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

Mr Bagel Company 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. Mr Bagel Company Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mr Bagel Company Retirement Plan end-of-year assets rose from $344K in the plan year 2023 filing to $497K in the plan year 2024 filing.
  • Mr Bagel Company Retirement Plan reported net income fell from $241K in the plan year 2023 filing to $153K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 824391126 · Mr Bagel Company PY 2024 · Profit Sharing

Mr Bagel Company Retirement Plan · $497K · 2 · 18th

  • IND $497K
  • EOY 2
  • 5500 18th
  • ASSETS Profit Sharing
  • PCT near Build Biz Inc. Retirement Plan
  • EIN ind #2263

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 Kentucky →

Mr Bagel Company Retirement Plan in the asset neighbourhood

Mr Bagel Company Retirement PlanMr Bagel Company Retirement …$497KBuild Biz Inc. Retirement PlanBuild Biz Inc. Retirement Pl…$497KBtbc Corp. Profit Sharing PlanBtbc Corp. Profit Sharing Pl…$497KProfit Sharing Plan of Paul S. ForsterProfit Sharing Plan of Paul …$497KMeineke of Northwest Arkansas, Inc. Profit Sharing PlanMeineke of Northwest Arkansa…$496K
End-of-year total assets ($M) among Mr Bagel Company Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Mr Bagel Company multi-year asset trail

Sponsor-wide plan assets over time

All Mr Bagel Company plans reported in each filing year

Latest sponsor-wide plan assets
$497K 384.1909757429218% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.1M $0.5M ▲ +400.0%
Year Plans Participants Total Assets
2022 1 1 $103K
2023 1 2 $344K
2024 1 2 $497K

Mr Bagel Company filing trail (2024)

Total Assets (Beginning of Year)$344K
Net Assets (End of Year)$497K
Net Income$153K
Employer EIN824391126
Plan Effective Date2018-02-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

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

Mr Bagel Company Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Mr Bagel Company Retirement Plan, Total assets ($B): 0.000496625 · Participants: 2Mr Bagel Company Retirement PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.941175586 · Participants: 29259Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.310607828 · Participants: 1368IBEW Local 150 Supplemental Pension FundMed Center Health Retirement Savings Plan, Total assets ($B): 0.098723351 · Participants: 3155Med Center Health Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.038855365 · Participants: 594Dismas Charities, Inc. Retirement PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.038566019 · Participants: 220Ball Homes, LLC Retirement Plan
Mr Bagel Company Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Mr Bagel Company Retirement Plan side-by-side with 3 peers →

Mr Bagel Company Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Build Biz Inc. Retirement Plan in MD ($497K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($497K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Mr Bagel Company Retirement Plan assets move in 2024? ▼
Mr Bagel Company Retirement Plan surged - up 44.4% during 2024, from $344K to $497K. Reported net income was $153K.
How have Mr Bagel Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mr Bagel Company's sponsor-wide assets grew 384.2%, from $103K to $497K.
Where does Mr Bagel Company Retirement Plan rank by assets among Form 5500 filers? ▼
Mr Bagel Company Retirement Plan ranks in the 18th 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 Mr Bagel Company Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Build Biz Inc. Retirement Plan in MD ($497K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Mr Bagel Company Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 824391126.

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.