Profit Sharing · DOL Form 5500 · 2022

Palisades Hudson Financial Group LLC Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
22
Participants Small participant base
59th
Percentile by assets National rank
$342,438
Avg per participant High balance/head
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Official DOL plan name: Palisades Hudson Financial Group LLC Psp · Sponsored by Palisades Hudson Financial Group LLC · Florida · Professional & Technical Services

$8M in assets, 22 participants

Palisades Hudson Financial Group LLC's Palisades Hudson Financial Group LLC Psp reported $8M in total assets and 22 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.

  • #12,331 in Professional & Technical Services (21,562 peers)

Palisades Hudson Financial Group LLC multi-year trail

Palisades Hudson Financial Group LLC's plans moved +30.0% in assets from 2022 to 2024; this filing shows Palisades Hudson Financial Group LLC Psp at $8M / 22 participants.

#12,331
in Professional & Technical Services (21,562 peers)
-12.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Palisades Hudson Financial Group LLC Psp's mid-pack asset rank among Professional & Technical Services and all filers

Palisades Hudson Financial Group LLC Psp vs every filed plan by assets

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

$7,533,636 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

Palisades Hudson Financial Group LLC Psp among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palisades Hudson Financial Group LLC Psp is a small filing (22 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 134199096 · Palisades Hudson Financial Group LLC PY 2022 · Profit Sharing

Palisades Hudson Financial Group LLC Psp · $8M · 22 · 59th

  • PHOTO $8M
  • PHOTO 22
  • PHOTO 59th
  • PHOTO Profit Sharing
  • PHOTO near Rice Fruit Company Retirement Plan
  • PHOTO ind #12331

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 →

Palisades Hudson Financial Group LLC Psp in the asset neighbourhood

Peninsula United Methodist Homes, Inc. 401(k) PlanPeninsula United Methodist H…$8MPlymouth Housing Group$8MPalisades Hudson Financial Group LLC PspPalisades Hudson Financial G…$8MRice Fruit Company Retirement PlanRice Fruit Company Retiremen…$8MDahl & Groezinger, Inc. Profit Sharing PlanDahl & Groezinger, Inc. Prof…$8M
End-of-year total assets ($M) among Palisades Hudson Financial Group LLC Psp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Palisades Hudson Financial Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Palisades Hudson Financial Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 30.040262099204156% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.53M $9.8M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 22 $8M
2023 1 26 $9M
2024 1 26 $10M

Palisades Hudson Financial Group LLC filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN134199096
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.

Palisades Hudson Financial Group LLC Psp vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Palisades Hudson Financial Group LLC Psp, Total assets ($B): 0.007533636 · Participants: 22Palisades Hudson Financial Group LLC PspRetirement 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
Palisades Hudson Financial Group LLC Psp vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Palisades Hudson Financial Group LLC Psp side-by-side with 3 peers →

Palisades Hudson Financial Group LLC Psp's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Rice Fruit Company Retirement Plan in PA ($8M); by covered participants it is Rose Gonzales Plants, Inc. Profit Sharing Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Palisades Hudson Financial Group LLC Psp assets move in 2022? ▼
Palisades Hudson Financial Group LLC Psp pulled back noticeably - down 12.9% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Palisades Hudson Financial Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palisades Hudson Financial Group LLC's sponsor-wide assets grew 30.0%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Palisades Hudson Financial Group LLC Psp? ▼
Among Profit Sharing plans in other states, the closest by assets is Rice Fruit Company Retirement Plan in PA ($8M, 168 participants).
Which Profit Sharing plans cover a similar participant headcount to Palisades Hudson Financial Group LLC Psp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rose Gonzales Plants, Inc. Profit Sharing Plan in CA (22 participants, N/A 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 134199096.

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.