Profit Sharing · DOL Form 5500 · 2022

Citrus Shores Inc. Profit Sharing Plan

Data updated 2026-08-25

$324K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$108,056
Avg per participant Below avg balance/head
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Official DOL plan name: Citrus Shores Inc. Retirement Plan · Sponsored by Citrus Shores Inc. · Florida · Construction

$324K in assets, 3 participants

Citrus Shores Inc.'s Citrus Shores Inc. Retirement Plan reported $324K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,244 in Construction (9,927 peers)

What the 2022 filing shows

Citrus Shores Inc. Retirement Plan holds $324K for 3 participants - about $108,056 per participant, among the smaller plans by assets on file.

#1,244
in Construction (9,927 peers)
$324K
reported net income

Citrus Shores Inc. Retirement Plan among the smaller filed plans by assets

Citrus Shores Inc. Retirement Plan vs every filed plan by assets

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

$324,167 14th percentile higher than 14% 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

Citrus Shores 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. Citrus Shores Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 874074240 · Citrus Shores Inc. PY 2022 · Profit Sharing

Citrus Shores Inc. Retirement Plan · $324K · 3 · 14th

  • RANK $324K
  • RANK 3
  • RANK 14th
  • RANK Profit Sharing
  • RANK near Signvisions Inc. Retirement Plan
  • RANK ind #1244

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 Construction retirement plans → · Plans in Florida →

Citrus Shores Inc. Retirement Plan in the asset neighbourhood

Citrus Shores Inc. Retirement PlanCitrus Shores Inc. Retiremen…$324KSignvisions Inc. Retirement PlanSignvisions Inc. Retirement …$324KSurjit Sandhu Profit Sharing PlanSurjit Sandhu Profit Sharing…$324KMichael C. Fallon Profit Sharing PlanMichael C. Fallon Profit Sha…$324KSjb Fitness Holdings, Inc. Retirement PlanSjb Fitness Holdings, Inc. R…$324K
End-of-year total assets ($M) among Citrus Shores Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$324K
Net Income$324K
Employer EIN874074240
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citrus Shores Inc.)

Sponsor-wide plan assets over time

All Citrus Shores Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$302K 6.714748879435599% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.32M $0.3M ▼ -6.3%
Year Plans Participants Total Assets
2022 1 3 $324K
2023 1 2 $228K
2024 1 2 $302K

Nearby Profit Sharing Plans in Florida

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

Citrus Shores Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Citrus Shores Inc. Retirement Plan, Total assets ($B): 0.000324167 · Participants: 3Citrus Shores 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
Citrus Shores Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Citrus Shores Inc. Retirement Plan side-by-side with 3 peers →

Citrus Shores Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Signvisions Inc. Retirement Plan in GA ($324K); 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 ($324K 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 have Citrus Shores Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citrus Shores Inc.'s sponsor-wide assets declined 6.7%, from $324K to $302K.
Where does Citrus Shores Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Citrus Shores Inc. Retirement Plan ranks in the 14th 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 Citrus Shores Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Signvisions Inc. Retirement Plan in GA ($324K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Citrus Shores 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 874074240.

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.