Profit Sharing · DOL Form 5500 · 2022
Plan 9, Inc. Whitney Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Plan 9 Inc. Profit Sharing Plan · Sponsored by Plan 9, Inc. Whitney · Florida · Professional & Technical Services
$2M in assets, 2 participants
Plan 9, Inc. Whitney's Plan 9 Inc. Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #6,775 in Professional & Technical Services (21,562 peers)
2022 asset change
Plan 9 Inc. Profit Sharing Plan pulled back noticeably 13.1% in 2022 ($2M → $2M) for 2 participants.
- #6,775
- in Professional & Technical Services (21,562 peers)
- -13.1%
- assets change YoY
The plan reported a net loss of $320K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Plan 9 Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Plan 9 Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,129,550 35th percentile higher than 35% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Plan 9 Inc. 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. Plan 9 Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 593579385 · Plan 9, Inc. Whitney PY 2022 · Profit Sharing
Plan 9 Inc. Profit Sharing Plan · $2M · 2 · 35th
- ASSETS $2M
- ASSETS 2
- ASSETS 35th
- ASSETS Profit Sharing
- ASSETS near Phadke Associates, Inc Profit Sharing Plan
- ASSETS ind #6775
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 Professional & Technical Services retirement plans → · Plans in Florida →
Plan 9 Inc. Profit Sharing Plan in the asset neighbourhood
Plan 9, Inc. Whitney years around the 2022 move
Sponsor-wide plan assets over time
All Plan 9, Inc. Whitney plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$320K |
| Employer EIN | 593579385 |
| Plan Effective Date | 1999-06-04 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
Plan 9 Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Phadke Associates, Inc Profit Sharing Plan in NJ ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.