Profit Sharing · DOL Form 5500 · 2024

Onward Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
31st
Percentile by assets National rank
$150,912
Avg per participant Above avg balance/head
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Official DOL plan name: Onward Holdings, Inc. Retirement Plan · Sponsored by Onward Holdings, Inc. · North Carolina · Manufacturing

$2M in assets, 15 participants

Onward Holdings, Inc.'s Onward Holdings, Inc. Retirement Plan reported $2M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,663 in Manufacturing (17,777 peers)

What the 2024 filing shows

Onward Holdings, Inc. Retirement Plan holds $2M for 15 participants - about $150,912 per participant, in the lower half of filed plans by assets.

#2,663
in Manufacturing (17,777 peers)
-7.5%
assets change YoY

The plan reported a net loss of $183K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Onward Holdings, Inc. Retirement Plan among the smaller filed plans by assets

Onward Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$2,263,687 31st percentile higher than 31% 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

Onward Holdings, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Onward Holdings, Inc. Retirement Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Onward Holdings, Inc. Retirement Plan reported net income fell from -$53K in the plan year 2023 filing to -$183K in the plan year 2024 filing.
  • Onward Holdings, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Onward Holdings, Inc. Retirement Plan reported participants fell from 16 in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 455342348 · Onward Holdings, Inc. PY 2024 · Profit Sharing

Onward Holdings, Inc. Retirement Plan · $2M · 15 · 31st

  • PHOTO $2M
  • PHOTO 15
  • PHOTO 31st
  • PHOTO Profit Sharing
  • PHOTO near Douglas a. Green & Associates, Inc. Profit Sharing Plan
  • PHOTO ind #2663

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 Manufacturing retirement plans → · Plans in North Carolina →

Onward Holdings, Inc. Retirement Plan in the asset neighbourhood

Douglas a. Green & Associates, Inc. Profit Sharing PlanDouglas a. Green & Associate…$2MHershik Enterprises, Inc. Retirement PlanHershik Enterprises, Inc. Re…$2MOnward Holdings, Inc. Retirement PlanOnward Holdings, Inc. Retire…$2MAnthony O Roberts Md PC Profit Sharing Plan and Trust AgreementAnthony O Roberts Md PC Prof…$2MCyberderm Inc Profit Sharing PlanCyberderm Inc Profit Sharing…$2M
End-of-year total assets ($M) among Onward Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$183K
Employer EIN455342348
Plan Effective Date2012-05-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Onward Holdings, Inc.)

Sponsor-wide plan assets over time

All Onward Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.463855125338307% vs 2022
2024 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M 202220232024 $2.5M $2.26M ▼ -9.6%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 16 $2M
2024 1 15 $2M

Nearby Profit Sharing Plans in North Carolina

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

Onward Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants Onward Holdings, Inc. Retirement Plan, Total assets ($B): 0.002263687 · Participants: 15Onward Holdings, Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
Onward Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Onward Holdings, Inc. Retirement Plan side-by-side with 3 peers →

Onward Holdings, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Douglas a. Green & Associates, Inc. Profit Sharing Plan in LA ($2M); by covered participants it is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Onward Holdings, Inc. Retirement Plan assets move in 2024? ▼
Onward Holdings, Inc. Retirement Plan pulled back noticeably - down 7.5% during 2024, from $2M to $2M. Reported net income was -$183K.
How have Onward Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Onward Holdings, Inc.'s sponsor-wide assets declined 9.5%, from $3M to $2M.
Which Profit Sharing plans are similar in size to Onward Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Douglas a. Green & Associates, Inc. Profit Sharing Plan in LA ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Onward Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (15 participants, $11M 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 455342348.

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.