Profit Sharing · DOL Form 5500 · 2022

Carpenter's Home Estates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
219
Participants Below avg headcount
33rd
Percentile by assets National rank
$8,940
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Carpenter's Home Estates 403(b) Plan · Sponsored by Carpenter's Home Estates, Inc. · Florida · Healthcare & Social Assistance

$2M in assets, 219 participants

Carpenter's Home Estates, Inc.'s Carpenter's Home Estates 403(b) Plan reported $2M in total assets and 219 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,892 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Carpenter's Home Estates 403(b) Plan covers 219 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#6,892
in Healthcare & Social Assistance (20,060 peers)
-21.2%
assets change YoY

The plan reported a net loss of $526K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carpenter's Home Estates 403(b) Plan among the smaller filed plans by assets

Carpenter's Home Estates 403(b) Plan vs every filed plan by assets

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

$1,957,788 33rd percentile higher than 33% 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

Carpenter's Home Estates 403(b) 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. Carpenter's Home Estates 403(b) Plan sits mid-pack in the medium band (219 participants).

EBSA filing schedule strip

Filing strip 592347336 · Carpenter's Home Estates, Inc. PY 2022 · Profit Sharing

Carpenter's Home Estates 403(b) Plan · $2M · 219 · 33rd

  • PART $2M
  • PART 219
  • PART 33rd
  • PART Profit Sharing
  • PART near Law Offices of Marc D. Freedman, LLC Profit Sharing Plan
  • PART ind #6892

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Carpenter's Home Estates 403(b) Plan in the asset neighbourhood

Carpenter's Home Estates 403(b) PlanCarpenter's Home Estates 403…$2MLaw Offices of Marc D. Freedman, LLC Profit Sharing PlanLaw Offices of Marc D. Freed…$2MMarcellino Enterprises, Inc. Retirement PlanMarcellino Enterprises, Inc.…$2MLaw Offices of Joe R. Abramson Profit Sharing PlanLaw Offices of Joe R. Abrams…$2MWest Central Job Partnership, Inc. Profit Sharing Retirement PlanWest Central Job Partnership…$2M
End-of-year total assets ($M) among Carpenter's Home Estates 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$526K
Employer EIN592347336
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Carpenter's Home Estates 403(b) Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Carpenter's Home Estates 403(b) Plan, Total assets ($B): 0.001957788 · Participants: 219Carpenter's Home Estates 403(b) 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
Carpenter's Home Estates 403(b) Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Carpenter's Home Estates 403(b) Plan side-by-side with 3 peers →

Carpenter's Home Estates 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Law Offices of Marc D. Freedman, LLC Profit Sharing Plan in NJ ($2M); by covered participants it is Rivermead 403(b) Plan in NH (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Carpenter's Home Estates 403(b) Plan assets move in 2022? ▼
Carpenter's Home Estates 403(b) Plan declined sharply - down 21.2% during 2022, from $2M to $2M. Reported net income was -$526K.
Which Profit Sharing plans are similar in size to Carpenter's Home Estates 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Law Offices of Marc D. Freedman, LLC Profit Sharing Plan in NJ ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Carpenter's Home Estates 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rivermead 403(b) Plan in NH (219 participants, $7M 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 592347336.

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.