401(k) · DOL Form 5500 · 2022

Bush Ross, P.a. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
103
Participants Small participant base
82nd
Percentile by assets National rank
$270,688
Avg per participant High balance/head
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Official DOL plan name: Bush Ross, P.a. 401(k) Profit Sharing Plan · Sponsored by Bush Ross, P.a. · Florida · Professional & Technical Services

$28M in assets, 103 participants

Bush Ross, P.a.'s Bush Ross, P.a. 401(k) Profit Sharing Plan reported $28M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,779 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Bush Ross, P.a. 401(k) Profit Sharing Plan covers 103 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $28M.

#17,779
in Professional & Technical Services (21,562 peers)
-11.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bush Ross, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

Bush Ross, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,880,884 Top 18% higher than 82% 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

Bush Ross, P.a. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bush Ross, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (103 participants).

DOL schedule card

Filing strip 592753805 · Bush Ross, P.a. PY 2022 · 401(k)

Bush Ross, P.a. 401(k) Profit Sharing Plan · $28M · 103 · 82nd

  • TYPE $28M
  • NET 103
  • BOOK 82nd
  • VS-ST 401(k)
  • BOY near Silver Creek 401(k) Plan
  • SCH ind #17779

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 →

Bush Ross, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Santiam Memorial Hospital 401(k) Retirement PlanSantiam Memorial Hospital 40…$28MBush Ross, P.a. 401(k) Profit Sharing PlanBush Ross, P.a. 401(k) Profi…$28MSilver Creek 401(k) Plan$28MFirst Community 401(k) Plan$28MLiberty Management Non-Union Employee Stock Ownership 401(k)PlanLiberty Management Non-Union…$28M
End-of-year total assets ($M) among Bush Ross, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$28M
Net Income-$4M
Employer EIN592753805
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bush Ross, P.a.)

Sponsor-wide plan assets over time

All Bush Ross, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 34.09080572911533% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.9M $37.4M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 103 $28M
2023 1 109 $33M
2024 1 114 $37M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bush Ross, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Bush Ross, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.027880884 · Participants: 103Bush Ross, P.a. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Bush Ross, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bush Ross, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bush Ross, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Silver Creek 401(k) Plan in WA ($28M); by covered participants it is Widen Enterprises LLC in WI (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Bush Ross, P.a. 401(k) Profit Sharing Plan assets move in 2022? ▼
Bush Ross, P.a. 401(k) Profit Sharing Plan pulled back noticeably - down 11.6% during 2022, from $32M to $28M. Reported net income was -$4M.
How have Bush Ross, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bush Ross, P.a.'s sponsor-wide assets grew 34.1%, from $28M to $37M.
Where does Bush Ross, P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bush Ross, P.a. 401(k) Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bush Ross, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Silver Creek 401(k) Plan in WA ($28M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Bush Ross, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Widen Enterprises LLC in WI (103 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 592753805.

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.