Profit Sharing · DOL Form 5500 · 2022

Sheppard, White, Kachergus & Demaggio, P.a. Profit Sharing Plan

Data updated 2026-08-11

$3M
Total assets
6
Participants
42nd
Percentile by assets
$540,083
Avg per participant
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Official DOL plan name: Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement · Sponsored by Sheppard, White, Kachergus & Demaggio, P.a. · Florida · Professional & Technical Services

$3M in assets, 6 participants

Sheppard, White, Kachergus & Demaggio, P.a.'s Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement reported $3M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • 42nd percentile by assets (of 139,126 plans)
  • #8,438 in Professional & Technical Services (21,562 peers)

Sheppard, White, Kachergus & Demaggio, P.a. multi-year trail

Sheppard, White, Kachergus & Demaggio, P.a.'s plans moved +31.4% in assets from 2022 to 2024; this filing shows Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement at $3M / 6 participants.

$3M
total plan assets (2022 EOY)
6
covered participants
42nd
percentile by assets (of 139,126 plans)
$540,083
avg assets per participant

The plan reported a net loss of $642K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement sits by total assets

Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement vs every filed plan by assets

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

$3,240,500 42nd percentile higher than 42% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Florida
Industry
Professional & Technical Services

Sheppard, White, Kachergus & Demaggio, P.a. across 3 plan years on file

Across the 3 plan years Sheppard, White, Kachergus & Demaggio, P.a. has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 31.4%, while reported participants moved from 6 to 7 (+16.7%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).

Sheppard, White, Kachergus & Demaggio, P.a. multi-year asset trail

$3M$3.5M$4M$4.5M 202220232024 $3.24M $4.26M ▲ +31.5%
Total plan assets by year, all Sheppard, White, Kachergus & Demaggio, P.a. plans on file
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 6 $4M
2024 1 7 $4M

Sheppard, White, Kachergus & Demaggio, P.a. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$642K
Employer EIN591788091
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Sheppard, White,Kach…, Total assets ($B): 0.0032405 · Participants: 6Sheppard, White,Kach…Retirement Wealth Bu…, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Bu…Raymond James Financ…, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financ…Orlando Health, Inc.…, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc.…Shands Health Care M…, Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care M…American Maritime Of…, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Of…
Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Sheppard, White,Kachergus & Demaggio, PA… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement by total assets, not by location.

Frequently Asked Questions

How did Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement assets move in 2022? ▼
Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement declined sharply - down 16.5% during 2022, from $4M to $3M. Reported net income was -$642K.
How have Sheppard, White, Kachergus & Demaggio, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheppard, White, Kachergus & Demaggio, P.a.'s sponsor-wide assets grew 31.4%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by assets is Thomas Q. Keefe, Jr., P.C. P/S Plan & Trust in IL ($3M, 15 participants).

Next read for Sheppard, White,Kachergus & Demaggio, PA…

Multi-year trail

Ways to act on Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement's numbers.

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 591788091.

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.