Profit Sharing · DOL Form 5500 · 2022

James P. Panico, PA Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$664,019
Avg per participant High balance/head
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Official DOL plan name: James P Panico, PA Employees Profit Sharing Plan and Trust · Sponsored by James P. Panico, PA · Florida · Professional & Technical Services

$1M in assets, 2 participants

James P. Panico, PA's James P Panico, PA Employees Profit Sharing Plan and Trust reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,264 in Professional & Technical Services (21,562 peers)

2022 asset change

James P Panico, PA Employees Profit Sharing Plan and Trust grew sharply 16.3% in 2022 ($1M → $1M) for 2 participants.

#5,264
in Professional & Technical Services (21,562 peers)
+16.3%
assets growth YoY

James P Panico, PA Employees Profit Sharing Plan and Trust among the smaller filed plans by assets

James P Panico, PA Employees Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,328,037 28th percentile higher than 28% 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

James P Panico, PA Employees Profit Sharing Plan and 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. James P Panico, PA Employees Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 591294847 · James P. Panico, PA PY 2022 · Profit Sharing

James P Panico, PA Employees Profit Sharing Plan and Trust · $1M · 2 · 28th

  • IND $1M
  • IND 2
  • IND 28th
  • IND Profit Sharing
  • IND near Joseph Holt Plastering, Inc. 401(k) Profit Sharing Plan
  • IND ind #5264

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 →

James P Panico, PA Employees Profit Sharing Plan and Trust in the asset neighbourhood

James P Panico, PA Employees Profit Sharing Plan and TrustJames P Panico, PA Employees…$1MJoseph Holt Plastering, Inc. 401(k) Profit Sharing PlanJoseph Holt Plastering, Inc.…$1MEdt Industrial Resources, Inc. Profit Sharing PlanEdt Industrial Resources, In…$1MPelican Education Services, Inc. Retirement PlanPelican Education Services, …$1MFairbanks Resource Agency Discretionary Contribution Retirement PlanFairbanks Resource Agency Di…$1M
End-of-year total assets ($M) among James P Panico, PA Employees Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

James P. Panico, PA years around the 2022 move

Sponsor-wide plan assets over time

All James P. Panico, PA plans reported in each filing year

Latest sponsor-wide plan assets
$1M 9.062172213575375% vs 2022
2024 filing year
$1.15M$1.2M$1.25M$1.3M$1.35M 202220232024 $1.33M $1.21M ▼ -9.0%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 1 $1M
2024 1 2 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$187K
Employer EIN591294847
Plan Effective Date1977-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

James P Panico, PA Employees Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants James P Panico, PA Employees Profit Sharing Plan and Trust, Total assets ($B): 0.001328037 · Participants: 2James P Panico, PA Employees Profit Sharing Plan and 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
James P Panico, PA Employees Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare James P Panico, PA Employees Profit Sharing Plan and Trust side-by-side with 3 peers →

James P Panico, PA Employees Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Joseph Holt Plastering, Inc. 401(k) Profit Sharing Plan in CA ($1M); 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 James P Panico, PA Employees Profit Sharing Plan and Trust assets move in 2022? ▼
James P Panico, PA Employees Profit Sharing Plan and Trust grew sharply - up 16.3% during 2022, from $1M to $1M. Reported net income was $187K.
How have James P. Panico, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James P. Panico, PA's sponsor-wide assets declined 9.1%, from $1M to $1M.
Which Profit Sharing plans are similar in size to James P Panico, PA Employees Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Joseph Holt Plastering, Inc. 401(k) Profit Sharing Plan in CA ($1M, 248 participants).
Which Profit Sharing plans cover a similar participant headcount to James P Panico, PA Employees Profit Sharing Plan and 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 591294847.

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.