Profit Sharing · DOL Form 5500 · 2022

Serraes Management Company Profit Sharing Plan

Data updated 2026-08-25

$698K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$348,750
Avg per participant High balance/head
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Official DOL plan name: Serraes Management Company Employers Profit Sharing Plan · Sponsored by Serraes Management Company · Florida · Real Estate

$698K in assets, 2 participants

Serraes Management Company's Serraes Management Company Employers Profit Sharing Plan reported $698K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,825 in Real Estate (5,057 peers)

2022 asset change

Serraes Management Company Employers Profit Sharing Plan contracted severely 43.7% in 2022 ($1M → $698K) for 2 participants.

#1,825
in Real Estate (5,057 peers)
-43.7%
assets change YoY

The plan reported a net loss of $541K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Serraes Management Company Employers Profit Sharing Plan among the smaller filed plans by assets

Serraes Management Company Employers Profit Sharing Plan vs every filed plan by assets

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

$697,500 21st percentile higher than 21% 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

Serraes Management Company Employers 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. Serraes Management Company Employers Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 590871573 · Serraes Management Company PY 2022 · Profit Sharing

Serraes Management Company Employers Profit Sharing Plan · $698K · 2 · 21st

  • ASSETS $698K
  • ASSETS 2
  • ASSETS 21st
  • ASSETS Profit Sharing
  • ASSETS near Juckett Eye Care Center, Ltd. Profit Sharing Plan and Trust
  • ASSETS ind #1825

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 Real Estate retirement plans → · Plans in Florida →

Serraes Management Company Employers Profit Sharing Plan in the asset neighbourhood

Serraes Management Company Employers Profit Sharing PlanSerraes Management Company E…$698KJuckett Eye Care Center, Ltd. Profit Sharing Plan and TrustJuckett Eye Care Center, Ltd…$697KAlproem Engineering Contractor Retirement PlanAlproem Engineering Contract…$697KBrowello Inc. Profit Sharing Plan & TrustBrowello Inc. Profit Sharing…$698KKenneth M. Owyang, O.D. Profit Sharing PlanKenneth M. Owyang, O.D. Prof…$698K
End-of-year total assets ($M) among Serraes Management Company Employers Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Serraes Management Company years around the 2022 move

Sponsor-wide plan assets over time

All Serraes Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$757K 8.593691756272401% vs 2022
2024 filing year
$0.68M$0.7M$0.72M$0.74M$0.76M$0.78M 202220232024 $0.7M $0.76M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 2 $698K
2023 1 2 $724K
2024 1 2 $757K

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$698K
Net Income-$541K
Employer EIN590871573
Plan Effective Date1970-08-24
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Serraes Management Company Employers Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Serraes Management Company Employers Profit Sharing Plan, Total assets ($B): 0.0006975 · Participants: 2Serraes Management Company Employers 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
Serraes Management Company Employers Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Serraes Management Company Employers Profit Sharing Plan side-by-side with 3 peers →

Serraes Management Company Employers Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Juckett Eye Care Center, Ltd. Profit Sharing Plan and Trust in IL ($697K); 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 Serraes Management Company Employers Profit Sharing Plan assets move in 2022? ▼
Serraes Management Company Employers Profit Sharing Plan contracted severely - down 43.7% during 2022, from $1M to $698K. Reported net income was -$541K.
How have Serraes Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Serraes Management Company's sponsor-wide assets grew 8.6%, from $698K to $757K.
Where does Serraes Management Company Employers Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Serraes Management Company Employers Profit Sharing Plan ranks in the 21st 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 Serraes Management Company Employers Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Juckett Eye Care Center, Ltd. Profit Sharing Plan and Trust in IL ($697K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Serraes Management Company Employers 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 590871573.

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.