Profit Sharing · DOL Form 5500 · 2024

Schubert Ventures Inc. Profit Sharing Plan

Data updated 2026-08-25

$893K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$446,731
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schubert Ventures Inc. Retirement Plan · Sponsored by Schubert Ventures Inc. · Virginia · Retail Trade

$893K in assets, 2 participants

Schubert Ventures Inc.'s Schubert Ventures Inc. Retirement Plan reported $893K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,766 in Retail Trade (8,048 peers)

Schubert Ventures Inc. multi-year trail

Schubert Ventures Inc.'s plans moved +89.7% in assets from 2022 to 2024; this filing shows Schubert Ventures Inc. Retirement Plan at $893K / 2 participants.

#2,766
in Retail Trade (8,048 peers)
+58.4%
assets growth YoY

Schubert Ventures Inc. Retirement Plan among the smaller filed plans by assets

Schubert Ventures Inc. Retirement Plan vs every filed plan by assets

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

$893,462 22nd percentile higher than 22% 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

Schubert Ventures 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. Schubert Ventures Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schubert Ventures Inc. Retirement Plan reported net income rose from $93K in the plan year 2023 filing to $330K in the plan year 2024 filing.
  • Schubert Ventures Inc. Retirement Plan end-of-year assets rose from $564K in the plan year 2023 filing to $893K in the plan year 2024 filing.
  • Schubert Ventures Inc. Retirement Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 832522568 · Schubert Ventures Inc. PY 2024 · Profit Sharing

Schubert Ventures Inc. Retirement Plan · $893K · 2 · 22nd

  • BOOK $893K
  • BOOK 2
  • BOOK 22nd
  • BOOK Profit Sharing
  • BOOK near Brooklyn Village Ventures Inc. Retirement Plan
  • BOOK ind #2766

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 Virginia →

Schubert Ventures Inc. Retirement Plan in the asset neighbourhood

Schubert Ventures Inc. Retirement PlanSchubert Ventures Inc. Retir…$893KBrooklyn Village Ventures Inc. Retirement PlanBrooklyn Village Ventures In…$893KEdgardo Varela Torres Retirement PlanEdgardo Varela Torres Retire…$893KParsons Smith & Stone - Profit Sharing PlanParsons Smith & Stone - Prof…$893KA & B Ventures, Inc. Retirement PlanA & B Ventures, Inc. Retirem…$893K
End-of-year total assets ($M) among Schubert Ventures Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Schubert Ventures Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schubert Ventures Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$893K 89.67133558924803% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.47M $0.89M ▲ +89.4%
Year Plans Participants Total Assets
2022 1 2 $471K
2023 1 3 $564K
2024 1 2 $893K

Schubert Ventures Inc. filing trail (2024)

Total Assets (Beginning of Year)$564K
Net Assets (End of Year)$893K
Net Income$330K
Employer EIN832522568
Plan Effective Date2018-11-14
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

Schubert Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Schubert Ventures Inc. Retirement Plan, Total assets ($B): 0.000893462 · Participants: 2Schubert Ventures Inc. Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.283763729 · Participants: 5562Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.348426296 · Participants: 2152Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.32295356 · Participants: 1608American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.226143645 · Participants: 508Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.204752338 · Participants: 585Associated Universities Inc. Retirement Plan
Schubert Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Schubert Ventures Inc. Retirement Plan side-by-side with 3 peers →

Schubert Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Brooklyn Village Ventures Inc. Retirement Plan in FL ($893K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Schubert Ventures Inc. Retirement Plan assets move in 2024? ▼
Schubert Ventures Inc. Retirement Plan surged - up 58.4% during 2024, from $564K to $893K. Reported net income was $330K.
How have Schubert Ventures Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schubert Ventures Inc.'s sponsor-wide assets grew 89.7%, from $471K to $893K.
Where does Schubert Ventures Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Schubert Ventures Inc. Retirement Plan ranks in the 22nd 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 Schubert Ventures Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Brooklyn Village Ventures Inc. Retirement Plan in FL ($893K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Schubert Ventures Inc. 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 832522568.

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.