Profit Sharing · DOL Form 5500 · 2022

David & Associates Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
53
Participants Small participant base
31st
Percentile by assets National rank
$31,571
Avg per participant Low balance/head
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Official DOL plan name: David & Associates Profit Sharing Plan · Sponsored by David & Associates · Florida · Healthcare & Social Assistance

$2M in assets, 53 participants

David & Associates's David & Associates Profit Sharing Plan reported $2M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,223 in Healthcare & Social Assistance (20,060 peers)

David & Associates multi-year trail

David & Associates's plans moved -97.0% in assets from 2022 to 2023; this filing shows David & Associates Profit Sharing Plan at $2M / 53 participants.

#6,223
in Healthcare & Social Assistance (20,060 peers)
-0.9%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David & Associates Profit Sharing Plan among the smaller filed plans by assets

David & Associates Profit Sharing Plan vs every filed plan by assets

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

$1,673,277 31st percentile higher than 31% 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

David & Associates Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David & Associates Profit Sharing Plan is a small filing (53 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 592560185 · David & Associates PY 2022 · Profit Sharing

David & Associates Profit Sharing Plan · $2M · 53 · 31st

  • BOY $2M
  • BOY 53
  • BOY 31st
  • BOY Profit Sharing
  • BOY near Caribbean Urogynecology Associates, P.S.C. Retirement Plan
  • BOY ind #6223

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

David & Associates Profit Sharing Plan in the asset neighbourhood

Pdf Designs, Inc. Profit Sharing PlanPdf Designs, Inc. Profit Sha…$2MDavid & Associates Profit Sharing PlanDavid & Associates Profit Sh…$2MCaribbean Urogynecology Associates, P.S.C. Retirement PlanCaribbean Urogynecology Asso…$2MFabsco Corp. Profit - Sharing PlanFabsco Corp. Profit - Sharin…$2MEps Ventures, Inc. Retirement PlanEps Ventures, Inc. Retiremen…$2M
End-of-year total assets ($M) among David & Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

David & Associates multi-year asset trail

Sponsor-wide plan assets over time

All David & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$114K 97.01285029395764% vs 2022
2023 filing year
$0M$2M$4M$6M 20222023 $3.82M $0.11M ▼ -97.1%
Year Plans Participants Total Assets
2022 2 107 $4M
2023 1 57 $114K

David & Associates filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$16K
Employer EIN592560185
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

David & Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants David & Associates Profit Sharing Plan, Total assets ($B): 0.001673277 · Participants: 53David & Associates Profit Sharing PlanRetirement 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
David & Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare David & Associates Profit Sharing Plan side-by-side with 3 peers →

David & Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Caribbean Urogynecology Associates, P.S.C. Retirement Plan in PR ($2M); by covered participants it is Grove Salons, Inc. Profit Sharing Plan in MN (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 David & Associates Profit Sharing Plan assets move in 2022? ▼
David & Associates Profit Sharing Plan held essentially flat - down 0.9% during 2022, from $2M to $2M. Reported net income was -$16K.
How have David & Associates plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), David & Associates's sponsor-wide assets declined 97.0%, from $4M to $114K.
Which Profit Sharing plans are similar in size to David & Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Caribbean Urogynecology Associates, P.S.C. Retirement Plan in PR ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to David & Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Grove Salons, Inc. Profit Sharing Plan in MN (53 participants, $588K 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 592560185.

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.