Profit Sharing · DOL Form 5500 · 2022
Stephenson-Nelson Funeral Home, in Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $179,584
- Avg per participant Above avg balance/head
Official DOL plan name: S & N Funeral Home Simplified Psp · Sponsored by Stephenson-Nelson Funeral Home, in · Florida · Other Services
$1M in assets, 7 participants
Stephenson-Nelson Funeral Home, in's S & N Funeral Home Simplified Psp reported $1M in total assets and 7 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.
- #4,304 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, S & N Funeral Home Simplified Psp ranks #4,304 of 8,398 2022 filers by assets (1597% of the sector average)-$1M for 7 participants.
- #4,304
- in Other Services (8,398 peers)
- -22.3%
- assets change YoY
The plan reported a net loss of $361K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
S & N Funeral Home Simplified Psp among the smaller filed plans by assets
S & N Funeral Home Simplified Psp vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,257,088 27th percentile higher than 27% 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
S & N Funeral Home Simplified Psp among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S & N Funeral Home Simplified Psp is a micro filing (7 participants), the leftmost band.
Published 5500 schedule card
Filing strip 591144010 · Stephenson-Nelson Funeral Home, in PY 2022 · Profit Sharing
S & N Funeral Home Simplified Psp · $1M · 7 · 27th
- BOY $1M
- BOY 7
- BOY 27th
- BOY Profit Sharing
- BOY near Oklahoma Christian School Profit Sharing Plan
- BOY ind #4304
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 →
S & N Funeral Home Simplified Psp in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$361K |
| Employer EIN | 591144010 |
| Plan Effective Date | 1992-12-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stephenson-Nelson Funeral Home, in)
Sponsor-wide plan assets over time
All Stephenson-Nelson Funeral Home, in plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 10.836313766418899% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $1M |
| 2023 | 1 | 7 | $1M |
| 2024 | 1 | 7 | $1M |
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
S & N Funeral Home Simplified Psp's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Oklahoma Christian School Profit Sharing Plan in OK ($1M); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Central Home Health Care Inc. Profit Sharing Plan (MI) 7 · 0 off
- Loberg & Loberg Profit Sharing Plan (WI) 7 · 0 off
- Howson & Simon LLP Profit Sharing Plan (CA) 7 · 0 off
- Sqaf Inc. Retirement Plan (GA) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.