Profit Sharing · DOL Form 5500 · 2024

Black Tree Resort Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Black Tree Resort Inc. Retirement Plan · Sponsored by Black Tree Resort Inc. · Colorado · Food Services & Accommodation

$2M in assets, 1 participants

Black Tree Resort Inc.'s Black Tree Resort Inc. Retirement Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,292 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Black Tree Resort Inc. Retirement Plan ranks #2,292 of 3,672 2024 filers by assets (1252% of the sector average)-$2M for 1 participant.

#2,292
in Food Services & Accommodation (3,672 peers)
-6.2%
assets change YoY

The plan reported a net loss of $104K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Black Tree Resort Inc. Retirement Plan among the smaller filed plans by assets

Black Tree Resort Inc. Retirement Plan vs every filed plan by assets

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

$1,562,348 27th percentile higher than 27% 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

Black Tree Resort 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. Black Tree Resort Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Black Tree Resort Inc. Retirement Plan reported net income fell from $52K in the plan year 2023 filing to -$104K in the plan year 2024 filing.
  • Black Tree Resort 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 →

Published 5500 schedule card

Filing strip 823320616 · Black Tree Resort Inc. PY 2024 · Profit Sharing

Black Tree Resort Inc. Retirement Plan · $2M · 1 · 27th

  • 5500 $2M
  • ASSETS 1
  • PCT 27th
  • EIN Profit Sharing
  • RANK near Jose O. Garcia Burgos, Md Retirement Plan
  • PHOTO ind #2292

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 Food Services & Accommodation retirement plans → · Plans in Colorado →

Black Tree Resort Inc. Retirement Plan in the asset neighbourhood

Black Tree Resort Inc. Retirement PlanBlack Tree Resort Inc. Retir…$2MJose O. Garcia Burgos, Md Retirement PlanJose O. Garcia Burgos, Md Re…$2MAnother Materials Handling Company, Inc. Employees Profit Sharing PlanAnother Materials Handling C…$2MHobi International Inc. Profit Sharing PlanHobi International Inc. Prof…$2MAitken Products Inc Profit Sharing Plan Trust AgreementAitken Products Inc Profit S…$2M
End-of-year total assets ($M) among Black Tree Resort Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$104K
Employer EIN823320616
Plan Effective Date2017-11-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Black Tree Resort Inc.)

Sponsor-wide plan assets over time

All Black Tree Resort Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.2171578447879616% vs 2022
2024 filing year
$1.5M$1.55M$1.6M$1.65M$1.7M 202220232024 $1.61M $1.56M ▼ -3.1%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby Profit Sharing Plans in Colorado

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

Black Tree Resort Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Black Tree Resort Inc. Retirement Plan, Total assets ($M): 1.562348 · Participants: 1Black Tree Resort Inc. Retirement PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 59.827083 · Participants: 656Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plan, Total assets ($M): 52.598768 · Participants: 1145Liberty Pr Mobility 401(k) Savings PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 39.174972 · Participants: 163Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 22.27907 · Participants: 30Peterson Company Profit-Sharing PlanMorgan Energy Corporation Profit Sharing Plan, Total assets ($M): 19.954661 · Participants: 1Morgan Energy Corporation Profit Sharing Plan
Black Tree Resort Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Black Tree Resort Inc. Retirement Plan side-by-side with 3 peers →

Black Tree Resort Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Jose O. Garcia Burgos, Md Retirement Plan in PR ($2M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Black Tree Resort Inc. Retirement Plan assets move in 2024? ▼
Black Tree Resort Inc. Retirement Plan pulled back noticeably - down 6.2% during 2024, from $2M to $2M. Reported net income was -$104K.
How have Black Tree Resort Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Black Tree Resort Inc.'s sponsor-wide assets declined 3.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Black Tree Resort Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jose O. Garcia Burgos, Md Retirement Plan in PR ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Black Tree Resort 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 823320616.

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.