Profit Sharing · DOL Form 5500 · 2022

Brian Balser Co. Lpa Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$753,847
Avg per participant High balance/head
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Official DOL plan name: Brian K. Balser Co., Lpa P/S Plan & Trust · Sponsored by Brian Balser Co. Lpa · Florida · Professional & Technical Services

$2M in assets, 2 participants

Brian Balser Co. Lpa's Brian K. Balser Co., Lpa P/S Plan & Trust reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,644 in Professional & Technical Services (21,562 peers)

Brian Balser Co. Lpa multi-year trail

Brian Balser Co. Lpa's plans moved +19.9% in assets from 2022 to 2023; this filing shows Brian K. Balser Co., Lpa P/S Plan & Trust at $2M / 2 participants.

#5,644
in Professional & Technical Services (21,562 peers)
-18.7%
assets change YoY

The plan reported a net loss of $346K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brian K. Balser Co., Lpa P/S Plan & Trust among the smaller filed plans by assets

Brian K. Balser Co., Lpa P/S Plan & Trust vs every filed plan by assets

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

$1,507,693 30th percentile higher than 30% 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

Brian K. Balser Co., Lpa P/S Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brian K. Balser Co., Lpa P/S Plan & Trust is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 341714756 · Brian Balser Co. Lpa PY 2022 · Profit Sharing

Brian K. Balser Co., Lpa P/S Plan & Trust · $2M · 2 · 30th

  • PART $2M
  • TYPE 2
  • NET 30th
  • BOOK Profit Sharing
  • VS-ST near Borla Inc. Profit Sharing Plan
  • BOY ind #5644

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 →

Brian K. Balser Co., Lpa P/S Plan & Trust in the asset neighbourhood

Brian K. Balser Co., Lpa P/S Plan & TrustBrian K. Balser Co., Lpa P/S…$2MBorla Inc. Profit Sharing PlanBorla Inc. Profit Sharing Pl…$2MPaul E. Andrews Dmd, PC Profit Sharing PlanPaul E. Andrews Dmd, PC Prof…$2MCharles a. Drumm & Associates, Inc. Profit Sharing PlanCharles a. Drumm & Associate…$2MCentro De Patologia Avanzada De P. R. , C. S. P. Profit Sharing Retirement PlanCentro De Patologia Avanzada…$2M
End-of-year total assets ($M) among Brian K. Balser Co., Lpa P/S Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Brian Balser Co. Lpa multi-year asset trail

Sponsor-wide plan assets over time

All Brian Balser Co. Lpa plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.934031662944644% vs 2022
2023 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M$1.9M 20222023 $1.51M $1.81M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M

Brian Balser Co. Lpa filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$346K
Employer EIN341714756
Plan Effective Date1992-12-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Brian K. Balser Co., Lpa P/S Plan & Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Brian K. Balser Co., Lpa P/S Plan & Trust, Total assets ($B): 0.001507693 · Participants: 2Brian K. Balser Co., Lpa P/S Plan & TrustRetirement 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
Brian K. Balser Co., Lpa P/S Plan & Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Brian K. Balser Co., Lpa P/S Plan & Trust side-by-side with 3 peers →

Brian K. Balser Co., Lpa P/S Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Borla Inc. Profit Sharing Plan in CA ($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.

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 Brian K. Balser Co., Lpa P/S Plan & Trust assets move in 2022? ▼
Brian K. Balser Co., Lpa P/S Plan & Trust declined sharply - down 18.7% during 2022, from $2M to $2M. Reported net income was -$346K.
How have Brian Balser Co. Lpa plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Brian Balser Co. Lpa's sponsor-wide assets grew 19.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Brian K. Balser Co., Lpa P/S Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Borla Inc. Profit Sharing Plan in CA ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Brian K. Balser Co., Lpa P/S Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 341714756.

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.