Profit Sharing · DOL Form 5500 · 2024
Moon Valley Pool & Spa Maintenance Inc. Profit Sharing Plan
Data updated 2026-08-25
- $329K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $164,290
- Avg per participant Above avg balance/head
Official DOL plan name: Moon Valley Pool & Spa Maintenance Inc. Retirement Plan · Sponsored by Moon Valley Pool & Spa Maintenance Inc. · Arizona · Administrative & Support Services
$329K in assets, 2 participants
Moon Valley Pool & Spa Maintenance Inc.'s Moon Valley Pool & Spa Maintenance Inc. Retirement Plan reported $329K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- #1,440 in Administrative & Support Services (4,368 peers)
Moon Valley Pool & Spa Maintenance Inc. multi-year trail
Moon Valley Pool & Spa Maintenance Inc.'s plans moved -39.2% in assets from 2022 to 2024; this filing shows Moon Valley Pool & Spa Maintenance Inc. Retirement Plan at $329K / 2 participants.
- #1,440
- in Administrative & Support Services (4,368 peers)
- -55.7%
- assets change YoY
The plan reported a net loss of $413K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan among the smaller filed plans by assets
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$328,580 14th percentile higher than 14% 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
Moon Valley Pool & Spa Maintenance 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. Moon Valley Pool & Spa Maintenance 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
- Moon Valley Pool & Spa Maintenance Inc. Retirement Plan reported net income fell from $201K in the plan year 2023 filing to -$413K in the plan year 2024 filing.
- Moon Valley Pool & Spa Maintenance Inc. Retirement Plan end-of-year assets fell from $742K in the plan year 2023 filing to $329K in the plan year 2024 filing.
- Moon Valley Pool & Spa Maintenance Inc. Retirement Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 465395530 · Moon Valley Pool & Spa Maintenance Inc. PY 2024 · Profit Sharing
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan · $329K · 2 · 14th
- BOOK $329K
- VS-ST 2
- BOY 14th
- SCH Profit Sharing
- EBSA near Beane Counters Inc. Profit Sharing Plan
- PART ind #1440
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 Administrative & Support Services retirement plans → · Plans in Arizona →
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan in the asset neighbourhood
Moon Valley Pool & Spa Maintenance Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Moon Valley Pool & Spa Maintenance Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $329K 39.2216344197403% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $541K |
| 2023 | 1 | 3 | $742K |
| 2024 | 1 | 2 | $329K |
Moon Valley Pool & Spa Maintenance Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $742K |
|---|---|
| Net Assets (End of Year) | $329K |
| Net Income | -$413K |
| Employer EIN | 465395530 |
| Plan Effective Date | 2014-04-15 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Preferred Employer Plan II $76M · 415
- Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $50M · 5,107
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
- Center for Biological Diversity 403(b) DC Plan $34M · 187
Moon Valley Pool & Spa Maintenance Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Beane Counters Inc. Profit Sharing Plan in MD ($329K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($329K here).
- Beane Counters Inc. Profit Sharing Plan (MD) $329K · 7
- Six-One Ventures Inc. Retirement Plan (OR) $329K · 2
- Stein Fitness Inc. Retirement Plan (TN) $329K · 4
- Brooklyn Conservatory of Music 403(b) Plan (NY) $328K · 200
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.