Profit Sharing · DOL Form 5500 · 2024
Rezai Ventures, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $116K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $16,621
- Avg per participant Low balance/head
Official DOL plan name: Rezai Ventures, Inc. - Pension Transfer Trust Plan · Sponsored by Rezai Ventures, Inc. · Florida · Retail Trade
$116K in assets, 7 participants
Rezai Ventures, Inc.'s Rezai Ventures, Inc. - Pension Transfer Trust Plan reported $116K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.
- #912 in Retail Trade (8,048 peers)
Rezai Ventures, Inc. multi-year trail
Rezai Ventures, Inc.'s plans moved +78.3% in assets from 2022 to 2024; this filing shows Rezai Ventures, Inc. - Pension Transfer Trust Plan at $116K / 7 participants.
- #912
- in Retail Trade (8,048 peers)
- -27.6%
- assets change YoY
The plan reported a net loss of $44K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rezai Ventures, Inc. - Pension Transfer Trust Plan among the smaller filed plans by assets
Rezai Ventures, Inc. - Pension Transfer Trust Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$116,344 7th percentile higher than 7% 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
Rezai Ventures, 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. Rezai Ventures, Inc. - Pension Transfer Trust Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rezai Ventures, Inc. - Pension Transfer Trust Plan reported net income fell from $96K in the plan year 2023 filing to -$44K in the plan year 2024 filing.
- Rezai Ventures, Inc. - Pension Transfer Trust Plan reported participants rose from 5 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Rezai Ventures, Inc. - Pension Transfer Trust Plan end-of-year assets fell from $161K in the plan year 2023 filing to $116K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 800558630 · Rezai Ventures, Inc. PY 2024 · Profit Sharing
Rezai Ventures, Inc. - Pension Transfer Trust Plan · $116K · 7 · 7th
- 5500 $116K
- 5500 7
- 5500 7th
- 5500 Profit Sharing
- 5500 near Foxknox Enterprises Inc. Retirement Plan
- 5500 ind #912
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 Florida →
Rezai Ventures, Inc. - Pension Transfer Trust Plan in the asset neighbourhood
Rezai Ventures, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Rezai Ventures, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $116K 78.32137821102324% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $65K |
| 2023 | 1 | 5 | $161K |
| 2024 | 1 | 7 | $116K |
Rezai Ventures, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $161K |
|---|---|
| Net Assets (End of Year) | $116K |
| Net Income | -$44K |
| Employer EIN | 800558630 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Rezai Ventures, Inc. - Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Foxknox Enterprises Inc. Retirement Plan in AZ ($116K); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116K here).
- Foxknox Enterprises Inc. Retirement Plan (AZ) $116K · 2
- Mjmedia Inc. Retirement Plan (LA) $116K · 18
- Mary H. Dixon, Inc. Profit Sharing Plan (MD) $116K · 3
- Double H Enterprises, Inc. Retirement Plan (NC) $116K · 1
Similar participant headcount
Nearest other-state filings by covered participants (7 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.