Profit Sharing · DOL Form 5500 · 2024

South Metro Shaved Ice, Inc. Profit Sharing Plan

Data updated 2026-08-25

$636K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$211,990
Avg per participant Above avg balance/head
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Official DOL plan name: South Metro Shaved Ice, Inc. Retirement Plan · Sponsored by South Metro Shaved Ice, Inc. · Colorado · Food Services & Accommodation

$636K in assets, 3 participants

South Metro Shaved Ice, Inc.'s South Metro Shaved Ice, Inc. Retirement Plan reported $636K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,860 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, South Metro Shaved Ice, Inc. Retirement Plan ranks #1,860 of 3,672 2024 filers by assets (3076% of the sector average)-$636K for 3 participants.

#1,860
in Food Services & Accommodation (3,672 peers)
+1.0%
assets growth YoY

South Metro Shaved Ice, Inc. Retirement Plan among the smaller filed plans by assets

South Metro Shaved Ice, Inc. Retirement Plan vs every filed plan by assets

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

$635,970 20th percentile higher than 20% 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

South Metro Shaved Ice, 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. South Metro Shaved Ice, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • South Metro Shaved Ice, Inc. Retirement Plan reported net income fell from $486K in the plan year 2023 filing to $6K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 462283417 · South Metro Shaved Ice, Inc. PY 2024 · Profit Sharing

South Metro Shaved Ice, Inc. Retirement Plan · $636K · 3 · 20th

  • BOOK $636K
  • BOOK 3
  • BOOK 20th
  • BOOK Profit Sharing
  • BOOK near All-Kraft Erectors, Inc. Profit Sharing Plan
  • BOOK ind #1860

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 Food Services & Accommodation retirement plans → · Plans in Colorado →

South Metro Shaved Ice, Inc. Retirement Plan in the asset neighbourhood

South Metro Shaved Ice, Inc. Retirement PlanSouth Metro Shaved Ice, Inc.…$636KAll-Kraft Erectors, Inc. Profit Sharing PlanAll-Kraft Erectors, Inc. Pro…$636KSamuel Vazquez Figueroa Retirement PlanSamuel Vazquez Figueroa Reti…$636KInternational Casein Profit Sharing Trust - Iccal DivisionInternational Casein Profit …$636KRedefiners Equity Corp. Retirement PlanRedefiners Equity Corp. Reti…$636K
End-of-year total assets ($M) among South Metro Shaved Ice, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$630K
Net Assets (End of Year)$636K
Net Income$6K
Employer EIN462283417
Plan Effective Date2013-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (South Metro Shaved Ice, Inc.)

Sponsor-wide plan assets over time

All South Metro Shaved Ice, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$636K 340.8895852253426% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.14M $0.64M ▲ +357.1%
Year Plans Participants Total Assets
2022 1 3 $144K
2023 1 3 $630K
2024 1 3 $636K

Nearby Profit Sharing Plans in Colorado

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

South Metro Shaved Ice, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants South Metro Shaved Ice, Inc. Retirement Plan, Total assets ($M): 0.63597 · Participants: 3South Metro Shaved Ice, Inc. Retirement PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 59.827083 · Participants: 656Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plan, Total assets ($M): 52.598768 · Participants: 1145Liberty Pr Mobility 401(k) Savings PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 39.174972 · Participants: 163Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 22.27907 · Participants: 30Peterson Company Profit-Sharing PlanMorgan Energy Corporation Profit Sharing Plan, Total assets ($M): 19.954661 · Participants: 1Morgan Energy Corporation Profit Sharing Plan
South Metro Shaved Ice, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants

South Metro Shaved Ice, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is All-Kraft Erectors, Inc. Profit Sharing Plan in TN ($636K); by covered participants it is Amm Restaurant Corp. Retirement Plan in MO (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did South Metro Shaved Ice, Inc. Retirement Plan assets move in 2024?
South Metro Shaved Ice, Inc. Retirement Plan held essentially flat - up 1.0% during 2024, from $630K to $636K. Reported net income was $6K.
How have South Metro Shaved Ice, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), South Metro Shaved Ice, Inc.'s sponsor-wide assets grew 340.9%, from $144K to $636K.
Where does South Metro Shaved Ice, Inc. Retirement Plan rank by assets among Form 5500 filers?
South Metro Shaved Ice, Inc. Retirement Plan ranks in the 20th 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 South Metro Shaved Ice, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is All-Kraft Erectors, Inc. Profit Sharing Plan in TN ($636K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to South Metro Shaved Ice, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Amm Restaurant Corp. Retirement Plan in MO (3 participants, N/A in assets).