Profit Sharing · DOL Form 5500 · 2022

Belle Oaks of America, Inc. C/O Ed Simmons Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$512,391
Avg per participant High balance/head
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Official DOL plan name: Belle Oaks of America, Inc. Profit Sharing Plan · Sponsored by Belle Oaks of America, Inc. C/O Ed Simmons · Florida · Other Services

$1M in assets, 2 participants

Belle Oaks of America, Inc. C/O Ed Simmons's Belle Oaks of America, Inc. Profit Sharing Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,091 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Belle Oaks of America, Inc. Profit Sharing Plan ranks #4,091 of 8,398 2022 filers by assets (1959% of the sector average)-$1M for 2 participants.

#4,091
in Other Services (8,398 peers)
-14.2%
assets change YoY

The plan reported a net loss of $169K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Belle Oaks of America, Inc. Profit Sharing Plan among the smaller filed plans by assets

Belle Oaks of America, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,024,781 25th percentile higher than 25% 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

Belle Oaks of America, Inc. Profit Sharing 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. Belle Oaks of America, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 431189105 · Belle Oaks of America, Inc. C/O Ed Simmons PY 2022 · Profit Sharing

Belle Oaks of America, Inc. Profit Sharing Plan · $1M · 2 · 25th

  • TYPE $1M
  • NET 2
  • BOOK 25th
  • VS-ST Profit Sharing
  • BOY near Bruce Hogan Profit Sharing Plan
  • SCH ind #4091

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 Other Services retirement plans → · Plans in Florida →

Belle Oaks of America, Inc. Profit Sharing Plan in the asset neighbourhood

Jubilee Landscape Management, Inc. Profit Sharing PlanJubilee Landscape Management…$1MHobby Max One, Inc. Retirement PlanHobby Max One, Inc. Retireme…$1MBelle Oaks of America, Inc. Profit Sharing PlanBelle Oaks of America, Inc. …$1MBruce Hogan Profit Sharing PlanBruce Hogan Profit Sharing P…$1MBarry Morguelan, M.D., PC Pension PlanBarry Morguelan, M.D., PC Pe…$1M
End-of-year total assets ($M) among Belle Oaks of America, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$169K
Employer EIN431189105
Plan Effective Date1980-10-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Belle Oaks of America, Inc. C/O Ed Simmons)

Sponsor-wide plan assets over time

All Belle Oaks of America, Inc. C/O Ed Simmons plans reported in each filing year

Latest sponsor-wide plan assets
$1M 36.51092282155895% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.02M $1.4M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Profit Sharing Plans in Florida

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

Belle Oaks of America, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Belle Oaks of America, Inc. Profit Sharing Plan, Total assets ($B): 0.001024781 · Participants: 2Belle Oaks of America, Inc. Profit Sharing 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
Belle Oaks of America, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Belle Oaks of America, Inc. Profit Sharing Plan side-by-side with 3 peers →

Belle Oaks of America, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Bruce Hogan Profit Sharing Plan in CA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Belle Oaks of America, Inc. Profit Sharing Plan assets move in 2022? ▼
Belle Oaks of America, Inc. Profit Sharing Plan pulled back noticeably - down 14.2% during 2022, from $1M to $1M. Reported net income was -$169K.
How have Belle Oaks of America, Inc. C/O Ed Simmons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belle Oaks of America, Inc. C/O Ed Simmons's sponsor-wide assets grew 36.5%, from $1M to $1M.
Where does Belle Oaks of America, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Belle Oaks of America, Inc. Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Belle Oaks of America, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bruce Hogan Profit Sharing Plan in CA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Belle Oaks of America, Inc. Profit Sharing 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, $4M 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 431189105.

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.