Profit Sharing · DOL Form 5500 · 2022

Stephenson Nelson Funeral Home of Avon Park, Inc. Profit Sharing Plan

Data updated 2026-08-25

$516K
Total assets Small plan by assets
5
Participants Small participant base
19th
Percentile by assets National rank
$103,220
Avg per participant Below avg balance/head
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Official DOL plan name: Stephenson-Nelson-Smith Fun Hm Spsp · Sponsored by Stephenson Nelson Funeral Home of Avon Park, Inc. · Florida · Other Services

$516K in assets, 5 participants

Stephenson Nelson Funeral Home of Avon Park, Inc.'s Stephenson-Nelson-Smith Fun Hm Spsp reported $516K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,293 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Stephenson-Nelson-Smith Fun Hm Spsp ranks #3,293 of 8,398 2022 filers by assets (3889% of the sector average)-$516K for 5 participants.

#3,293
in Other Services (8,398 peers)
-21.6%
assets change YoY

The plan reported a net loss of $142K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stephenson-Nelson-Smith Fun Hm Spsp among the smaller filed plans by assets

Stephenson-Nelson-Smith Fun Hm Spsp vs every filed plan by assets

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

$516,098 19th percentile higher than 19% 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

Stephenson-Nelson-Smith Fun Hm Spsp among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephenson-Nelson-Smith Fun Hm Spsp is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 591059068 · Stephenson Nelson Funeral Home of Avon Park, Inc. PY 2022 · Profit Sharing

Stephenson-Nelson-Smith Fun Hm Spsp · $516K · 5 · 19th

  • EIN $516K
  • RANK 5
  • PHOTO 19th
  • IND Profit Sharing
  • EOY near Luis F. Lopez Cordova Retirement Plan
  • 5500 ind #3293

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 →

Stephenson-Nelson-Smith Fun Hm Spsp in the asset neighbourhood

Stephenson-Nelson-Smith Fun Hm SpspStephenson-Nelson-Smith Fun …$516KLuis F. Lopez Cordova Retirement PlanLuis F. Lopez Cordova Retire…$516KPauter Enterprises, Inc. Retirement PlanPauter Enterprises, Inc. Ret…$516KMpl Industries, Inc. Profit Sharing PlanMpl Industries, Inc. Profit …$516KRajit Saluja Md Sc 401(k)$516K
End-of-year total assets ($M) among Stephenson-Nelson-Smith Fun Hm Spsp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$658K
Net Assets (End of Year)$516K
Net Income-$142K
Employer EIN591059068
Plan Effective Date1992-12-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephenson Nelson Funeral Home of Avon Park, Inc.)

Sponsor-wide plan assets over time

All Stephenson Nelson Funeral Home of Avon Park, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$516K 0.007944227646687256% vs 2022
2024 filing year
$0.52M 202220232024 $0.52M $0.52M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 5 $516K
2023 1 6 $519K
2024 1 6 $516K

Nearby Profit Sharing Plans in Florida

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

Stephenson-Nelson-Smith Fun Hm Spsp vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Stephenson-Nelson-Smith Fun Hm Spsp, Total assets ($B): 0.000516098 · Participants: 5Stephenson-Nelson-Smith Fun Hm SpspRetirement 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
Stephenson-Nelson-Smith Fun Hm Spsp vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Stephenson-Nelson-Smith Fun Hm Spsp side-by-side with 3 peers →

Stephenson-Nelson-Smith Fun Hm Spsp's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Luis F. Lopez Cordova Retirement Plan in PR ($516K); by covered participants it is Unit Design Inc Ps in LA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($516K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Stephenson-Nelson-Smith Fun Hm Spsp assets move in 2022? ▼
Stephenson-Nelson-Smith Fun Hm Spsp declined sharply - down 21.6% during 2022, from $658K to $516K. Reported net income was -$142K.
How have Stephenson Nelson Funeral Home of Avon Park, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephenson Nelson Funeral Home of Avon Park, Inc.'s sponsor-wide assets declined 0.0%, from $516K to $516K.
Where does Stephenson-Nelson-Smith Fun Hm Spsp rank by assets among Form 5500 filers? ▼
Stephenson-Nelson-Smith Fun Hm Spsp ranks in the 19th 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 Stephenson-Nelson-Smith Fun Hm Spsp? ▼
Among Profit Sharing plans in other states, the closest by assets is Luis F. Lopez Cordova Retirement Plan in PR ($516K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Stephenson-Nelson-Smith Fun Hm Spsp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Unit Design Inc Ps in LA (5 participants, $2M 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 591059068.

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.