Profit Sharing · DOL Form 5500 · 2022

Thomas Lease Profit Sharing Plan

Data updated 2026-08-25

$656K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$163,896
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Self Employed Retirement Plan for Thomas Lease · Sponsored by Thomas Lease · Florida · Finance & Insurance

$656K in assets, 4 participants

Thomas Lease's Self Employed Retirement Plan for Thomas Lease reported $656K in total assets and 4 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.

  • #1,231 in Finance & Insurance (9,261 peers)

2022 asset change

Self Employed Retirement Plan for Thomas Lease contracted severely 33.1% in 2022 ($980K → $656K) for 4 participants.

#1,231
in Finance & Insurance (9,261 peers)
-33.1%
assets change YoY

The plan reported a net loss of $324K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Self Employed Retirement Plan for Thomas Lease among the smaller filed plans by assets

Self Employed Retirement Plan for Thomas Lease vs every filed plan by assets

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

$655,582 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

Self Employed Retirement Plan for Thomas Lease among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Self Employed Retirement Plan for Thomas Lease is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 610893370 · Thomas Lease PY 2022 · Profit Sharing

Self Employed Retirement Plan for Thomas Lease · $656K · 4 · 21st

  • PART $656K
  • PART 4
  • PART 21st
  • PART Profit Sharing
  • PART near Gebhardt Education Group at Prestmont Inc. Retirement Plan
  • PART ind #1231

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 Finance & Insurance retirement plans → · Plans in Florida →

Self Employed Retirement Plan for Thomas Lease in the asset neighbourhood

Self Employed Retirement Plan for Thomas LeaseSelf Employed Retirement Pla…$656KGebhardt Education Group at Prestmont Inc. Retirement PlanGebhardt Education Group at …$656KJj Alvarez & Associates, Inc. Retirement PlanJj Alvarez & Associates, Inc…$656KF. Spence Willis Jr, Md, Apmc, Profit Sharing PlanF. Spence Willis Jr, Md, Apm…$656KPedro M Arguello Md PA Profit Sharing Plan and TrustPedro M Arguello Md PA Profi…$655K
End-of-year total assets ($M) among Self Employed Retirement Plan for Thomas Lease and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Thomas Lease years around the 2022 move

Sponsor-wide plan assets over time

All Thomas Lease plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.2M$0.4M$0.6M$0.8M 20222023 $0.66M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $656K
2023 1 4 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$980K
Net Assets (End of Year)$656K
Net Income-$324K
Employer EIN610893370
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Self Employed Retirement Plan for Thomas Lease vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Self Employed Retirement Plan for Thomas Lease, Total assets ($B): 0.000655582 · Participants: 4Self Employed Retirement Plan for Thomas LeaseRetirement 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
Self Employed Retirement Plan for Thomas Lease vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Self Employed Retirement Plan for Thomas Lease side-by-side with 3 peers →

Self Employed Retirement Plan for Thomas Lease's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Gebhardt Education Group at Prestmont Inc. Retirement Plan in TX ($656K); 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 Self Employed Retirement Plan for Thomas Lease assets move in 2022? ▼
Self Employed Retirement Plan for Thomas Lease contracted severely - down 33.1% during 2022, from $980K to $656K. Reported net income was -$324K.
Where does Self Employed Retirement Plan for Thomas Lease rank by assets among Form 5500 filers? ▼
Self Employed Retirement Plan for Thomas Lease 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 Self Employed Retirement Plan for Thomas Lease? ▼
Among Profit Sharing plans in other states, the closest by assets is Gebhardt Education Group at Prestmont Inc. Retirement Plan in TX ($656K, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Self Employed Retirement Plan for Thomas Lease? ▼
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 610893370.

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.