Profit Sharing · DOL Form 5500 · 2024

Ozy Incorporated Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Ozy Incorporated Profit Sharing Plan · Sponsored by Ozy Incorporated · Texas · Retail Trade

$1M in assets, 1 participants

Ozy Incorporated's Ozy Incorporated Profit Sharing Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,976 in Retail Trade (8,048 peers)

Ozy Incorporated multi-year trail

Ozy Incorporated's plans moved -30.7% in assets from 2022 to 2024; this filing shows Ozy Incorporated Profit Sharing Plan at $1M / 1 participant.

#2,976
in Retail Trade (8,048 peers)
-29.9%
assets change YoY

The plan reported a net loss of $511K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ozy Incorporated Profit Sharing Plan among the smaller filed plans by assets

Ozy Incorporated Profit Sharing Plan vs every filed plan by assets

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

$1,197,005 25th percentile higher than 25% 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

Ozy Incorporated Profit Sharing 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. Ozy Incorporated Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ozy Incorporated Profit Sharing Plan reported net income fell from -$18K in the plan year 2023 filing to -$511K in the plan year 2024 filing.
  • Ozy Incorporated Profit Sharing Plan reported participants fell from 14 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • Ozy Incorporated Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 272896746 · Ozy Incorporated PY 2024 · Profit Sharing

Ozy Incorporated Profit Sharing Plan · $1M · 1 · 25th

  • ASSETS $1M
  • ASSETS 1
  • ASSETS 25th
  • ASSETS Profit Sharing
  • ASSETS near Idol Roc Profit Sharing Plan
  • ASSETS ind #2976

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 Texas →

Ozy Incorporated Profit Sharing Plan in the asset neighbourhood

Ozy Incorporated Profit Sharing PlanOzy Incorporated Profit Shar…$1MIdol Roc Profit Sharing Plan$1MDavid a Vasquez Profit Sharing Plan & TrustDavid a Vasquez Profit Shari…$1MThe Contractors Retirement PlanThe Contractors Retirement P…$1MNeuroskeletal Imaging Retirement PlanNeuroskeletal Imaging Retire…$1M
End-of-year total assets ($M) among Ozy Incorporated Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ozy Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Ozy Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$1M 30.65503777170135% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.73M $1.2M ▼ -30.6%
Year Plans Participants Total Assets
2022 1 15 $2M
2023 1 14 $2M
2024 1 1 $1M

Ozy Incorporated filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$511K
Employer EIN272896746
Plan Effective Date2010-06-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Ozy Incorporated Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Ozy Incorporated Profit Sharing Plan, Total assets ($B): 0.001197005 · Participants: 1Ozy Incorporated Profit Sharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Ozy Incorporated Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Ozy Incorporated Profit Sharing Plan side-by-side with 3 peers →

Ozy Incorporated Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Idol Roc Profit Sharing Plan in NY ($1M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Ozy Incorporated Profit Sharing Plan assets move in 2024? ▼
Ozy Incorporated Profit Sharing Plan declined sharply - down 29.9% during 2024, from $2M to $1M. Reported net income was -$511K.
How have Ozy Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ozy Incorporated's sponsor-wide assets declined 30.7%, from $2M to $1M.
Where does Ozy Incorporated Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ozy Incorporated Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Ozy Incorporated Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Idol Roc Profit Sharing Plan in NY ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Ozy Incorporated Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 272896746.

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.