Profit Sharing · DOL Form 5500 · 2022

Byrd and Byrd, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
30th
Percentile by assets National rank
$396,574
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Byrd and Byrd, LLC Profit Sharing Plan and Trust · Sponsored by Byrd and Byrd, LLC · Florida · Professional & Technical Services

$2M in assets, 4 participants

Byrd and Byrd, LLC's Byrd and Byrd, LLC Profit Sharing Plan and Trust reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,780 in Professional & Technical Services (21,562 peers)

2022 asset change

Byrd and Byrd, LLC Profit Sharing Plan and Trust pulled back noticeably 8.8% in 2022 ($2M → $2M) for 4 participants.

#5,780
in Professional & Technical Services (21,562 peers)
-8.8%
assets change YoY

The plan reported a net loss of $152K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Byrd and Byrd, LLC Profit Sharing Plan and Trust among the smaller filed plans by assets

Byrd and Byrd, LLC Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,586,297 30th percentile higher than 30% 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

Byrd and Byrd, LLC Profit Sharing Plan and 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. Byrd and Byrd, LLC Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 371950008 · Byrd and Byrd, LLC PY 2022 · Profit Sharing

Byrd and Byrd, LLC Profit Sharing Plan and Trust · $2M · 4 · 30th

  • RANK $2M
  • PHOTO 4
  • IND 30th
  • EOY Profit Sharing
  • 5500 near Anil K Jain Profit Sharing Plan
  • ASSETS ind #5780

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 →

Byrd and Byrd, LLC Profit Sharing Plan and Trust in the asset neighbourhood

Byrd and Byrd, LLC Profit Sharing Plan and TrustByrd and Byrd, LLC Profit Sh…$2MAnil K Jain Profit Sharing PlanAnil K Jain Profit Sharing P…$2MLarsen Foundry Supply Corp Retirement PlanLarsen Foundry Supply Corp R…$2MMichael P. Caffery Attorney at Law Retirement PlanMichael P. Caffery Attorney …$2MMarita Volk-Allen Md 401(k) Profit Sharing PlanMarita Volk-Allen Md 401(k) …$2M
End-of-year total assets ($M) among Byrd and Byrd, LLC Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Byrd and Byrd, LLC years around the 2022 move

Sponsor-wide plan assets over time

All Byrd and Byrd, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.5M$1M$1.5M$2M 20222023 $1.59M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 2 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$152K
Employer EIN371950008
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Byrd and Byrd, LLC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Byrd and Byrd, LLC Profit Sharing Plan and Trust, Total assets ($B): 0.001586297 · Participants: 4Byrd and Byrd, LLC Profit Sharing Plan and 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
Byrd and Byrd, LLC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Byrd and Byrd, LLC Profit Sharing Plan and Trust side-by-side with 3 peers →

Byrd and Byrd, LLC Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Anil K Jain Profit Sharing Plan in MI ($2M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Byrd and Byrd, LLC Profit Sharing Plan and Trust assets move in 2022? ▼
Byrd and Byrd, LLC Profit Sharing Plan and Trust pulled back noticeably - down 8.8% during 2022, from $2M to $2M. Reported net income was -$152K.
Which Profit Sharing plans are similar in size to Byrd and Byrd, LLC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Anil K Jain Profit Sharing Plan in MI ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Byrd and Byrd, LLC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 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 371950008.

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.