Profit Sharing · DOL Form 5500 · 2024

Simple Transitions, Inc. Profit Sharing Plan

Data updated 2026-08-25

$17K
Total assets Small plan by assets
2
Participants Small participant base
2nd
Percentile by assets National rank
$8,720
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Simple Transitions, Inc. Retirement Plan · Sponsored by Simple Transitions, Inc. · Colorado · Healthcare & Social Assistance

$17K in assets, 2 participants

Simple Transitions, Inc.'s Simple Transitions, Inc. Retirement Plan reported $17K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

  • #222 in Healthcare & Social Assistance (16,916 peers)

Simple Transitions, Inc. multi-year trail

Simple Transitions, Inc.'s plans moved -26.9% in assets from 2022 to 2024; this filing shows Simple Transitions, Inc. Retirement Plan at $17K / 2 participants.

#222
in Healthcare & Social Assistance (16,916 peers)
+20.0%
assets growth YoY

Simple Transitions, Inc. Retirement Plan among the smaller filed plans by assets

Simple Transitions, Inc. Retirement Plan vs every filed plan by assets

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

$17,440 2nd percentile higher than 2% 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

Simple Transitions, 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. Simple Transitions, 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

  • Simple Transitions, Inc. Retirement Plan reported net income rose from -$9K in the plan year 2023 filing to $3K in the plan year 2024 filing.
  • Simple Transitions, Inc. Retirement Plan end-of-year assets rose from $15K in the plan year 2023 filing to $17K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 463788528 · Simple Transitions, Inc. PY 2024 · Profit Sharing

Simple Transitions, Inc. Retirement Plan · $17K · 2 · 2nd

  • EIN $17K
  • EIN 2
  • EIN 2nd
  • EIN Profit Sharing
  • EIN near Bark Avenue Enterprise Inc. Retirement Plan
  • EIN ind #222

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 Healthcare & Social Assistance retirement plans → · Plans in Colorado →

Simple Transitions, Inc. Retirement Plan in the asset neighbourhood

Simple Transitions, Inc. Retirement PlanSimple Transitions, Inc. Ret…$17KBark Avenue Enterprise Inc. Retirement PlanBark Avenue Enterprise Inc. …$17KExpo Kitchen Retirement Plan$17KBrand Solutions Retirement PlanBrand Solutions Retirement P…$17KMvv Solutions Inc. Retirement PlanMvv Solutions Inc. Retiremen…$17K
End-of-year total assets ($M) among Simple Transitions, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Simple Transitions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Simple Transitions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17K 26.873244161180764% vs 2022
2024 filing year
$0.01M$0.01M$0.02M$0.02M$0.03M 202220232024 $0.02M $0.02M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $24K
2023 1 2 $15K
2024 1 2 $17K

Simple Transitions, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15K
Net Assets (End of Year)$17K
Net Income$3K
Employer EIN463788528
Plan Effective Date2013-10-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

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

Simple Transitions, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Simple Transitions, Inc. Retirement Plan, Total assets ($M): 0.01744 · Participants: 2Simple Transitions, 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
Simple Transitions, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Simple Transitions, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest Profit Sharing by assets is Bark Avenue Enterprise Inc. Retirement Plan in CA ($17K); 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 ($17K here).

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.

Frequently Asked Questions

How did Simple Transitions, Inc. Retirement Plan assets move in 2024? ▼
Simple Transitions, Inc. Retirement Plan grew sharply - up 20.0% during 2024, from $15K to $17K. Reported net income was $3K.
How have Simple Transitions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simple Transitions, Inc.'s sponsor-wide assets declined 26.9%, from $24K to $17K.
Where does Simple Transitions, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Simple Transitions, Inc. Retirement Plan ranks in the 2nd 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 Simple Transitions, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bark Avenue Enterprise Inc. Retirement Plan in CA ($17K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Simple Transitions, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 463788528.

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.