Profit Sharing · DOL Form 5500 · 2022

Romar Sunset, LLC Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2
Participants Small participant base
59th
Percentile by assets National rank
$3.7M
Avg per participant High balance/head
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Official DOL plan name: Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust · Sponsored by Romar Sunset, LLC · Florida · Professional & Technical Services

$7M in assets, 2 participants

Romar Sunset, LLC's Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust reported $7M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #12,247 in Professional & Technical Services (21,562 peers)

Romar Sunset, LLC multi-year trail

Romar Sunset, LLC's plans moved +31.6% in assets from 2022 to 2024; this filing shows Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust at $7M / 2 participants.

#12,247
in Professional & Technical Services (21,562 peers)
+11.7%
assets growth YoY

Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust vs every filed plan by assets

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

$7,403,340 Top 41% higher than 59% 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

Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) 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. Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 710911213 · Romar Sunset, LLC PY 2022 · Profit Sharing

Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust · $7M · 2 · 59th

  • IND $7M
  • IND 2
  • IND 59th
  • IND Profit Sharing
  • IND near Sidewalk Enterprises Profit Sharing Plan
  • IND ind #12247

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 →

Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust in the asset neighbourhood

Teamsters Local 727 Trade Show 401(k) PlanTeamsters Local 727 Trade Sh…$7MRomar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & TrustRomar Sunset LLC 401(k) Plan…$7MSidewalk Enterprises Profit Sharing PlanSidewalk Enterprises Profit …$7MOm1, Inc. 401(k) Plan$7MJoel Brodsky, Inc. Profit Sharing PlanJoel Brodsky, Inc. Profit Sh…$7M
End-of-year total assets ($M) among Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Romar Sunset, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Romar Sunset, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 31.582528966655595% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.4M $9.74M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 2 $7M
2023 1 2 $8M
2024 1 2 $10M

Romar Sunset, LLC filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$778K
Employer EIN710911213
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust, Total assets ($B): 0.00740334 · Participants: 2Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) 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
Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust side-by-side with 3 peers →

Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Sidewalk Enterprises Profit Sharing Plan in CA ($7M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

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 Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust assets move in 2022? ▼
Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust grew at a solid clip - up 11.7% during 2022, from $7M to $7M. Reported net income was $778K.
How have Romar Sunset, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Romar Sunset, LLC's sponsor-wide assets grew 31.6%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Sidewalk Enterprises Profit Sharing Plan in CA ($7M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) 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 710911213.

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.