Profit Sharing · DOL Form 5500 · 2024
Innovative Offerings, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $468,252
- Avg per participant High balance/head
Official DOL plan name: Innovative Offerings, Inc. Profit Sharing Plan & Trust · Sponsored by Innovative Offerings, Inc. · New York · Administrative & Support Services
$2M in assets, 4 participants
Innovative Offerings, Inc.'s Innovative Offerings, Inc. Profit Sharing Plan & Trust reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #2,310 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Innovative Offerings, Inc. Profit Sharing Plan & Trust ranks #2,310 of 4,368 2024 filers by assets (1540% of the sector average)-$2M for 4 participants.
- #2,310
- in Administrative & Support Services (4,368 peers)
- -17.8%
- assets change YoY
The plan reported a net loss of $406K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Innovative Offerings, Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets
Innovative Offerings, Inc. Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,873,007 29th percentile higher than 29% 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
Innovative Offerings, Inc. Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Innovative Offerings, Inc. Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Innovative Offerings, Inc. Profit Sharing Plan & Trust reported net income fell from $150K in the plan year 2023 filing to -$406K in the plan year 2024 filing.
- Innovative Offerings, Inc. Profit Sharing Plan & Trust reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Innovative Offerings, Inc. Profit Sharing Plan & Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 261332693 · Innovative Offerings, Inc. PY 2024 · Profit Sharing
Innovative Offerings, Inc. Profit Sharing Plan & Trust · $2M · 4 · 29th
- PCT $2M
- PCT 4
- PCT 29th
- PCT Profit Sharing
- PCT near Hanna and Morton, LLP Profit Sharing Plan for Selected Employees
- PCT ind #2310
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 New York →
Innovative Offerings, Inc. Profit Sharing Plan & Trust in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$406K |
| Employer EIN | 261332693 |
| Plan Effective Date | 2007-10-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Innovative Offerings, Inc.)
Sponsor-wide plan assets over time
All Innovative Offerings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 12.013350620554883% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 4 | $2M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Innovative Offerings, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Hanna and Morton, LLP Profit Sharing Plan for Selected Employees in CA ($2M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.