Profit Sharing · DOL Form 5500 · 2024
Magnolia House Investments, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $625K
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $48,077
- Avg per participant Low balance/head
Official DOL plan name: Magnolia House Investments, Inc Retirement Plan · Sponsored by Magnolia House Investments, Inc. · Georgia · Real Estate
$625K in assets, 13 participants
Magnolia House Investments, Inc.'s Magnolia House Investments, Inc Retirement Plan reported $625K in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #1,543 in Real Estate (4,605 peers)
What the 2024 filing shows
Magnolia House Investments, Inc Retirement Plan holds $625K for 13 participants - about $48,077 per participant, among the smaller plans by assets on file.
- #1,543
- in Real Estate (4,605 peers)
- +0.0%
- assets growth YoY
Magnolia House Investments, Inc Retirement Plan among the smaller filed plans by assets
Magnolia House Investments, Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$625,000 19th percentile higher than 19% 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
Magnolia House Investments, 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. Magnolia House Investments, Inc Retirement Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Magnolia House Investments, Inc Retirement Plan reported participants rose from 12 in the plan year 2023 filing to 13 in the plan year 2024 filing.
DOL schedule card
Filing strip 460939119 · Magnolia House Investments, Inc. PY 2024 · Profit Sharing
Magnolia House Investments, Inc Retirement Plan · $625K · 13 · 19th
- EBSA $625K
- PART 13
- TYPE 19th
- NET Profit Sharing
- BOOK near Jorgensen Ventures Inc. Retirement Plan
- VS-ST ind #1543
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 Real Estate retirement plans → · Plans in Georgia →
Magnolia House Investments, Inc Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $625K |
|---|---|
| Net Assets (End of Year) | $625K |
| Employer EIN | 460939119 |
| Plan Effective Date | 2012-09-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Magnolia House Investments, Inc.)
Sponsor-wide plan assets over time
All Magnolia House Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $625K 5.042016806722689% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $595K |
| 2023 | 1 | 12 | $625K |
| 2024 | 1 | 13 | $625K |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory University Retirement Plan $5.5B · 18,936
- Crh Americas 401(k) Plan $4.2B · 35,710
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.8B · 23,760
- The Emory Clinic, Inc. Retirement Savings Plan $1.0B · 2,448
- Childrens Healthcare of Atlanta Growth Plan $391M · 12,290
Magnolia House Investments, Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Georgia, the nearest Profit Sharing by assets is Jorgensen Ventures Inc. Retirement Plan in OR ($625K); by covered participants it is Rolls Anderson & Rolls Profit Sharing Plan in CA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($625K here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Rolls Anderson & Rolls Profit Sharing Plan (CA) 13 · 0 off
- E-Bond Epoxies, Inc. Profit Sharing Plan and Trust (FL) 13 · 0 off
- Koko Resorts Inc. Retirement Plan (AR) 13 · 0 off
- Discount Fabrics Profit Sharing Plan (CA) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.