Profit Sharing · DOL Form 5500 · 2022

Beroset & Keene Attorneys at Law Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
46th
Percentile by assets National rank
$802,009
Avg per participant High balance/head
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Official DOL plan name: Beroset and Keene Profit Sharing Plan and Trust · Sponsored by Beroset & Keene Attorneys at Law · Florida · Professional & Technical Services

$4M in assets, 5 participants

Beroset & Keene Attorneys at Law's Beroset and Keene Profit Sharing Plan and Trust reported $4M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,402 in Professional & Technical Services (21,562 peers)

Beroset & Keene Attorneys at Law multi-year trail

Beroset & Keene Attorneys at Law's plans moved +22.2% in assets from 2022 to 2024; this filing shows Beroset and Keene Profit Sharing Plan and Trust at $4M / 5 participants.

#9,402
in Professional & Technical Services (21,562 peers)
-14.2%
assets change YoY

The plan reported a net loss of $664K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beroset and Keene Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Beroset and Keene Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,010,044 46th percentile higher than 46% of 139,123 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 2022

Beroset and Keene Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beroset and Keene Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 592665946 · Beroset & Keene Attorneys at Law PY 2022 · Profit Sharing

Beroset and Keene Profit Sharing Plan and Trust · $4M · 5 · 46th

  • BOY $4M
  • SCH 5
  • EBSA 46th
  • PART Profit Sharing
  • TYPE near Schupbach, Williams & Pavone, LLP Profit Sharing Plan
  • NET ind #9402

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 Professional & Technical Services retirement plans → · Plans in Florida →

Beroset and Keene Profit Sharing Plan and Trust in the asset neighbourhood

Acumen International Inc Profit Sharing PlanAcumen International Inc Pro…$4MBeroset and Keene Profit Sharing Plan and TrustBeroset and Keene Profit Sha…$4MSchupbach, Williams & Pavone, LLP Profit Sharing PlanSchupbach, Williams & Pavone…$4MBethel Electrical Contracting Ltd Profit Sharing PlanBethel Electrical Contractin…$4MBoone Transportation, Inc. Retirement PlanBoone Transportation, Inc. R…$4M
End-of-year total assets ($M) among Beroset and Keene Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Beroset & Keene Attorneys at Law multi-year asset trail

Sponsor-wide plan assets over time

All Beroset & Keene Attorneys at Law plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.176290334968893% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.01M $4.9M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 4 $4M
2024 1 4 $5M

Beroset & Keene Attorneys at Law filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$664K
Employer EIN592665946
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Beroset and Keene Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Beroset and Keene Profit Sharing Plan and Trust, Total assets ($B): 0.004010044 · Participants: 5Beroset and Keene Profit Sharing Plan and TrustRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Beroset and Keene Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Beroset and Keene Profit Sharing Plan and Trust side-by-side with 3 peers →

Beroset and Keene Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Schupbach, Williams & Pavone, LLP Profit Sharing Plan in NY ($4M); by covered participants it is Unit Design Inc Ps in LA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Beroset and Keene Profit Sharing Plan and Trust assets move in 2022? ▼
Beroset and Keene Profit Sharing Plan and Trust pulled back noticeably - down 14.2% during 2022, from $5M to $4M. Reported net income was -$664K.
How have Beroset & Keene Attorneys at Law plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beroset & Keene Attorneys at Law's sponsor-wide assets grew 22.2%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Beroset and Keene Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Schupbach, Williams & Pavone, LLP Profit Sharing Plan in NY ($4M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Beroset and Keene Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Unit Design Inc Ps in LA (5 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592665946.

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.