Profit Sharing · DOL Form 5500 · 2022

B Avery Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$895K
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$298,274
Avg per participant High balance/head
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Official DOL plan name: B Avery Enterprises, Inc. Retirement Plan · Sponsored by B Avery Enterprises, Inc. · Florida · Finance & Insurance

$895K in assets, 3 participants

B Avery Enterprises, Inc.'s B Avery Enterprises, Inc. Retirement Plan reported $895K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,439 in Finance & Insurance (9,261 peers)

2022 asset change

B Avery Enterprises, Inc. Retirement Plan grew at a solid clip 13.3% in 2022 ($790K → $895K) for 3 participants.

#1,439
in Finance & Insurance (9,261 peers)
+13.3%
assets growth YoY

B Avery Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

B Avery Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$894,821 24th percentile higher than 24% 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

B Avery Enterprises, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B Avery Enterprises, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 465104203 · B Avery Enterprises, Inc. PY 2022 · Profit Sharing

B Avery Enterprises, Inc. Retirement Plan · $895K · 3 · 24th

  • RANK $895K
  • PHOTO 3
  • IND 24th
  • EOY Profit Sharing
  • 5500 near Rex K. Travis Profit Sharing Retirement Plan
  • ASSETS ind #1439

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 Finance & Insurance retirement plans → · Plans in Florida →

B Avery Enterprises, Inc. Retirement Plan in the asset neighbourhood

Impro Products Inc Profit Sharing PlanImpro Products Inc Profit Sh…$895KB Avery Enterprises, Inc. Retirement PlanB Avery Enterprises, Inc. Re…$895KRex K. Travis Profit Sharing Retirement PlanRex K. Travis Profit Sharing…$895KVista Egg Corp. Retirement PlanVista Egg Corp. Retirement P…$895KTva Associates, Inc. Retirement PlanTva Associates, Inc. Retirem…$895K
End-of-year total assets ($M) among B Avery Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

B Avery Enterprises, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All B Avery Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$866K 3.1865590995294033% vs 2022
2024 filing year
$0.86M$0.87M$0.88M$0.89M$0.9M 202220232024 $0.89M $0.87M ▼ -2.2%
Year Plans Participants Total Assets
2022 1 3 $895K
2023 1 1 $867K
2024 1 2 $866K

2022 asset-move particulars

Total Assets (Beginning of Year)$790K
Net Assets (End of Year)$895K
Net Income$105K
Employer EIN465104203
Plan Effective Date2014-03-14
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

B Avery Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants B Avery Enterprises, Inc. Retirement Plan, Total assets ($B): 0.000894821 · Participants: 3B Avery Enterprises, Inc. Retirement PlanRetirement 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
B Avery Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare B Avery Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

B Avery Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Rex K. Travis Profit Sharing Retirement Plan in OK ($895K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($895K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 B Avery Enterprises, Inc. Retirement Plan assets move in 2022? ▼
B Avery Enterprises, Inc. Retirement Plan grew at a solid clip - up 13.3% during 2022, from $790K to $895K. Reported net income was $105K.
How have B Avery Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B Avery Enterprises, Inc.'s sponsor-wide assets declined 3.2%, from $895K to $866K.
Where does B Avery Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
B Avery Enterprises, Inc. Retirement Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to B Avery Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rex K. Travis Profit Sharing Retirement Plan in OK ($895K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to B Avery Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 465104203.

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.