Profit Sharing · DOL Form 5500 · 2022

King Lake Estates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$811K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$202,742
Avg per participant Above avg balance/head
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Official DOL plan name: King Lake Estates, Inc. Profit Sharing Plan and Trust · Sponsored by King Lake Estates, Inc. · Florida · Real Estate

$811K in assets, 4 participants

King Lake Estates, Inc.'s King Lake Estates, Inc. Profit Sharing Plan and Trust reported $811K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,951 in Real Estate (5,057 peers)

2022 asset change

King Lake Estates, Inc. Profit Sharing Plan and Trust declined sharply 16.1% in 2022 ($967K → $811K) for 4 participants.

#1,951
in Real Estate (5,057 peers)
-16.1%
assets change YoY

The plan reported a net loss of $156K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

King Lake Estates, Inc. Profit Sharing Plan and Trust among the smaller filed plans by assets

King Lake Estates, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$810,968 23rd percentile higher than 23% 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

King Lake Estates, Inc. 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. King Lake Estates, Inc. Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 593217511 · King Lake Estates, Inc. PY 2022 · Profit Sharing

King Lake Estates, Inc. Profit Sharing Plan and Trust · $811K · 4 · 23rd

  • EBSA $811K
  • EBSA 4
  • EBSA 23rd
  • EBSA Profit Sharing
  • EBSA near Axel Wilberto Velez Santiago Csp Retirement Plan
  • EBSA ind #1951

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 →

King Lake Estates, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

King Lake Estates, Inc. Profit Sharing Plan and TrustKing Lake Estates, Inc. Prof…$811KAxel Wilberto Velez Santiago Csp Retirement PlanAxel Wilberto Velez Santiago…$811KArnold & Coulter, Cpas, Apc Profit Sharing PlanArnold & Coulter, Cpas, Apc …$811KThe Dubose Corporation Retirement PlanThe Dubose Corporation Retir…$811KJanus Films Company Employees Profit-Sharing PlanJanus Films Company Employee…$810K
End-of-year total assets ($M) among King Lake Estates, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

King Lake Estates, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All King Lake Estates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$769K 5.236211539789486% vs 2022
2024 filing year
$0.76M$0.78M$0.8M$0.82M 202220232024 $0.81M $0.77M ▼ -4.9%
Year Plans Participants Total Assets
2022 1 4 $811K
2023 1 4 $784K
2024 1 4 $769K

2022 asset-move particulars

Total Assets (Beginning of Year)$967K
Net Assets (End of Year)$794K
Net Income-$156K
Employer EIN593217511
Plan Effective Date2000-09-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

King Lake Estates, Inc. 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 ($B) Participants King Lake Estates, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.000810968 · Participants: 4King Lake Estates, Inc. 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
King Lake Estates, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare King Lake Estates, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

King Lake Estates, Inc. 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 Axel Wilberto Velez Santiago Csp Retirement Plan in PR ($811K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 King Lake Estates, Inc. Profit Sharing Plan and Trust assets move in 2022? ▼
King Lake Estates, Inc. Profit Sharing Plan and Trust declined sharply - down 16.1% during 2022, from $967K to $811K. Reported net income was -$156K.
How have King Lake Estates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), King Lake Estates, Inc.'s sponsor-wide assets declined 5.2%, from $811K to $769K.
Where does King Lake Estates, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
King Lake Estates, Inc. Profit Sharing Plan and Trust ranks in the 23rd 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 King Lake Estates, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Axel Wilberto Velez Santiago Csp Retirement Plan in PR ($811K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to King Lake Estates, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 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 593217511.

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.