Profit Sharing · DOL Form 5500 · 2022

Patricelli-Persico, Inc. Profit Sharing Plan

Data updated 2026-08-25

$347K
Total assets Small plan by assets
6
Participants Small participant base
15th
Percentile by assets National rank
$57,788
Avg per participant Low balance/head
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Official DOL plan name: Patricelli-Persico, Inc. Retirement Plan · Sponsored by Patricelli-Persico, Inc. · Florida · Food Services & Accommodation

$347K in assets, 6 participants

Patricelli-Persico, Inc.'s Patricelli-Persico, Inc. Retirement Plan reported $347K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,755 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Patricelli-Persico, Inc. Retirement Plan ranks #1,755 of 4,592 2022 filers by assets (5643% of the sector average)-$347K for 6 participants.

#1,755
in Food Services & Accommodation (4,592 peers)
-31.9%
assets change YoY

The plan reported a net loss of $162K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patricelli-Persico, Inc. Retirement Plan among the smaller filed plans by assets

Patricelli-Persico, Inc. Retirement Plan vs every filed plan by assets

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

$346,727 15th percentile higher than 15% 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

Patricelli-Persico, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patricelli-Persico, Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 471361214 · Patricelli-Persico, Inc. PY 2022 · Profit Sharing

Patricelli-Persico, Inc. Retirement Plan · $347K · 6 · 15th

  • TYPE $347K
  • TYPE 6
  • TYPE 15th
  • TYPE Profit Sharing
  • TYPE near Slack Tide, Inc. Retirement Plan
  • TYPE ind #1755

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Patricelli-Persico, Inc. Retirement Plan in the asset neighbourhood

Patricelli-Persico, Inc. Retirement PlanPatricelli-Persico, Inc. Ret…$347KSlack Tide, Inc. Retirement PlanSlack Tide, Inc. Retirement …$347KLil Strawbaby Inc. Retirement PlanLil Strawbaby Inc. Retiremen…$347KJuan C. Arraut Gonzalez Retirement PlanJuan C. Arraut Gonzalez Reti…$347KJrf, Inc. Profit Sharing Plan$346K
End-of-year total assets ($M) among Patricelli-Persico, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$509K
Net Assets (End of Year)$347K
Net Income-$162K
Employer EIN471361214
Plan Effective Date2014-07-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Patricelli-Persico, Inc.)

Sponsor-wide plan assets over time

All Patricelli-Persico, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$407K 17.383128513210682% vs 2022
2024 filing year
$0.34M$0.36M$0.38M$0.4M$0.42M 202220232024 $0.35M $0.41M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 6 $347K
2023 1 7 $399K
2024 1 6 $407K

Nearby Profit Sharing Plans in Florida

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

Patricelli-Persico, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Patricelli-Persico, Inc. Retirement Plan, Total assets ($B): 0.000346727 · Participants: 6Patricelli-Persico, Inc. Retirement 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
Patricelli-Persico, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Patricelli-Persico, Inc. Retirement Plan side-by-side with 3 peers →

Patricelli-Persico, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Slack Tide, Inc. Retirement Plan in TX ($347K); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($347K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Patricelli-Persico, Inc. Retirement Plan assets move in 2022? ▼
Patricelli-Persico, Inc. Retirement Plan contracted severely - down 31.9% during 2022, from $509K to $347K. Reported net income was -$162K.
How have Patricelli-Persico, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patricelli-Persico, Inc.'s sponsor-wide assets grew 17.4%, from $347K to $407K.
Where does Patricelli-Persico, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Patricelli-Persico, Inc. Retirement Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Patricelli-Persico, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Slack Tide, Inc. Retirement Plan in TX ($347K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Patricelli-Persico, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K 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 471361214.

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.