Profit Sharing · DOL Form 5500 · 2022

Wabasso Beach & Surf Zone, Inc. Profit Sharing Plan

Data updated 2026-08-25

$257K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$128,406
Avg per participant Near avg balance/head
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Official DOL plan name: Wabasso Beach & Surf Zone, Inc. Retirement Plan · Sponsored by Wabasso Beach & Surf Zone, Inc. · Florida · Retail Trade

$257K in assets, 2 participants

Wabasso Beach & Surf Zone, Inc.'s Wabasso Beach & Surf Zone, Inc. Retirement Plan reported $257K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,811 in Retail Trade (9,519 peers)

Wabasso Beach & Surf Zone, Inc. multi-year trail

Wabasso Beach & Surf Zone, Inc.'s plans moved +12.1% in assets from 2022 to 2024; this filing shows Wabasso Beach & Surf Zone, Inc. Retirement Plan at $257K / 2 participants.

#1,811
in Retail Trade (9,519 peers)
-5.4%
assets change YoY

The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wabasso Beach & Surf Zone, Inc. Retirement Plan among the smaller filed plans by assets

Wabasso Beach & Surf Zone, Inc. Retirement Plan vs every filed plan by assets

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

$256,812 12th percentile higher than 12% 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

Wabasso Beach & Surf Zone, 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. Wabasso Beach & Surf Zone, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 821828639 · Wabasso Beach & Surf Zone, Inc. PY 2022 · Profit Sharing

Wabasso Beach & Surf Zone, Inc. Retirement Plan · $257K · 2 · 12th

  • EIN $257K
  • RANK 2
  • PHOTO 12th
  • IND Profit Sharing
  • EOY near Reddick Enterprise, Inc. Profit Sharing Plan
  • 5500 ind #1811

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 Retail Trade retirement plans → · Plans in Florida →

Wabasso Beach & Surf Zone, Inc. Retirement Plan in the asset neighbourhood

Wabasso Beach & Surf Zone, Inc. Retirement PlanWabasso Beach & Surf Zone, I…$257KReddick Enterprise, Inc. Profit Sharing PlanReddick Enterprise, Inc. Pro…$257KCurreri Enterprises, Inc. Retirement PlanCurreri Enterprises, Inc. Re…$257KInvestmark Mortgage, LLC Profit Sharing PlanInvestmark Mortgage, LLC Pro…$257KKull N Claude Fleet Services, Inc. Profit Sharing PlanKull N Claude Fleet Services…$257K
End-of-year total assets ($M) among Wabasso Beach & Surf Zone, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Wabasso Beach & Surf Zone, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wabasso Beach & Surf Zone, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$288K 12.122875878074234% vs 2022
2024 filing year
$0.25M$0.26M$0.27M$0.28M$0.29M$0.3M 202220232024 $0.26M $0.29M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 2 $257K
2023 1 1 $287K
2024 1 2 $288K

Wabasso Beach & Surf Zone, Inc. filing trail (2022)

Total Assets (Beginning of Year)$271K
Net Assets (End of Year)$257K
Net Income-$15K
Employer EIN821828639
Plan Effective Date2017-06-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Wabasso Beach & Surf Zone, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Wabasso Beach & Surf Zone, Inc. Retirement Plan, Total assets ($B): 0.000256812 · Participants: 2Wabasso Beach & Surf Zone, 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
Wabasso Beach & Surf Zone, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Wabasso Beach & Surf Zone, Inc. Retirement Plan side-by-side with 3 peers →

Wabasso Beach & Surf Zone, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Reddick Enterprise, Inc. Profit Sharing Plan in IN ($257K); 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 Wabasso Beach & Surf Zone, Inc. Retirement Plan assets move in 2022? ▼
Wabasso Beach & Surf Zone, Inc. Retirement Plan pulled back noticeably - down 5.4% during 2022, from $271K to $257K. Reported net income was -$15K.
How have Wabasso Beach & Surf Zone, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wabasso Beach & Surf Zone, Inc.'s sponsor-wide assets grew 12.1%, from $257K to $288K.
Where does Wabasso Beach & Surf Zone, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Wabasso Beach & Surf Zone, Inc. Retirement Plan ranks in the 12th 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 Wabasso Beach & Surf Zone, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Reddick Enterprise, Inc. Profit Sharing Plan in IN ($257K, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Wabasso Beach & Surf Zone, Inc. Retirement 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 821828639.

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.