Profit Sharing · DOL Form 5500 · 2024
Liz Mondloch Enterprises, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $611K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $203,541
- Avg per participant Above avg balance/head
Official DOL plan name: Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan · Sponsored by Liz Mondloch Enterprises, Inc. · Iowa · Retail Trade
$611K in assets, 3 participants
Liz Mondloch Enterprises, Inc.'s Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan reported $611K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #2,462 in Retail Trade (8,048 peers)
Liz Mondloch Enterprises, Inc. multi-year trail
Liz Mondloch Enterprises, Inc.'s plans moved +56.9% in assets from 2022 to 2024; this filing shows Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan at $611K / 3 participants.
- #2,462
- in Retail Trade (8,048 peers)
- +55.0%
- assets growth YoY
Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan among the smaller filed plans by assets
Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$610,623 19th percentile higher than 19% 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
Liz Mondloch Enterprises Inc. Pension Transfer Trust 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. Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan reported net income rose from $5K in the plan year 2023 filing to $217K in the plan year 2024 filing.
- Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan end-of-year assets rose from $394K in the plan year 2023 filing to $611K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 462028620 · Liz Mondloch Enterprises, Inc. PY 2024 · Profit Sharing
Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan · $611K · 3 · 19th
- BOOK $611K
- BOOK 3
- BOOK 19th
- BOOK Profit Sharing
- BOOK near Trinity Village Inc Profit Sharing Plan
- BOOK ind #2462
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 Iowa →
Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan in the asset neighbourhood
Liz Mondloch Enterprises, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Liz Mondloch Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $611K 56.901504717659876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $389K |
| 2023 | 1 | 3 | $394K |
| 2024 | 1 | 3 | $611K |
Liz Mondloch Enterprises, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $394K |
|---|---|
| Net Assets (End of Year) | $611K |
| Net Income | $217K |
| Employer EIN | 462028620 |
| Plan Effective Date | 2013-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Iowa
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dordt University Defined Contribution Retirement Plan $61M · 322
- Medtec LLC 401(k) Retirement Plan $30M · 279
- Liberty Pattern Company Profit Sharing Plan $26M · 12
- Newton Clinic, P.C. Profit Sharing Plan $17M · 43
- Burgess Health Center 403(b) Plan $16M · 272
Liz Mondloch Enterprises Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Iowa, the nearest Profit Sharing by assets is Trinity Village Inc Profit Sharing Plan in AR ($611K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($611K here).
- Trinity Village Inc Profit Sharing Plan (AR) $611K · N/A
- Rogers & Company Cpa PC Profit Sharing Plan (AK) $610K · 2
- The Zelner & Badner Inc Retirement Trust (NJ) $611K · N/A
- Profit Sharing (GA) $611K · 10
Similar participant headcount
Nearest other-state filings by covered participants (3 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.