401(k) · DOL Form 5500 · 2022

Compass Rose Foundation Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
112
Participants Small participant base
27th
Percentile by assets National rank
$10,620
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Compass Rose Foundation Inc · Florida · Other Services

$1M in assets, 112 participants

Compass Rose Foundation Inc's Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,249 in Other Services (8,398 peers)

Coverage in Florida

Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust covers 112 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $1M.

#4,249
in Other Services (8,398 peers)
-16.1%
assets change YoY

The plan reported a net loss of $229K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,189,399 27th percentile higher than 27% 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

Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (112 participants).

Plan-year Form 5500 strip

Filing strip 590972013 · Compass Rose Foundation Inc PY 2022 · 401(k)

Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust · $1M · 112 · 27th

  • SCH $1M
  • SCH 112
  • SCH 27th
  • SCH 401(k)
  • SCH near Ten Mile River Preserve, Inc. 401(k) Profit Sharing Plan
  • SCH ind #4249

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 Other Services retirement plans → · Plans in Florida →

Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Compass Rose Foundation Inc 401(k) Profit Sharing Plan & TrustCompass Rose Foundation Inc …$1MTen Mile River Preserve, Inc. 401(k) Profit Sharing PlanTen Mile River Preserve, Inc…$1MAdvanced Dependable Solutions 401(k) Profit Sharing Plan & TrustAdvanced Dependable Solution…$1MHurtt & Hurtt, LLP 401(k) PlanHurtt & Hurtt, LLP 401(k) Pl…$1MHnm Systems 401(k) Plan$1M
End-of-year total assets ($M) among Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$229K
Employer EIN590972013
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001189399 · Participants: 112Compass Rose Foundation Inc 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ten Mile River Preserve, Inc. 401(k) Profit Sharing Plan in NY ($1M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust declined sharply - down 16.1% during 2022, from $1M to $1M. Reported net income was -$229K.
Which 401(k) plans are similar in size to Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ten Mile River Preserve, Inc. 401(k) Profit Sharing Plan in NY ($1M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Compass Rose Foundation Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants, $1M 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 590972013.

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.