Profit Sharing · DOL Form 5500 · 2022

Houtkin Consulting Corp. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$367,015
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Houtkin Consulting Corp Retirement Plan and Trust · Sponsored by Houtkin Consulting Corp. · Florida · Professional & Technical Services

$1M in assets, 4 participants

Houtkin Consulting Corp.'s Houtkin Consulting Corp Retirement Plan and Trust reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,553 in Professional & Technical Services (21,562 peers)

Houtkin Consulting Corp. multi-year trail

Houtkin Consulting Corp.'s plans moved +116.9% in assets from 2022 to 2024; this filing shows Houtkin Consulting Corp Retirement Plan and Trust at $1M / 4 participants.

#5,553
in Professional & Technical Services (21,562 peers)
-7.6%
assets change YoY

The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Houtkin Consulting Corp Retirement Plan and Trust among the smaller filed plans by assets

Houtkin Consulting Corp Retirement Plan and Trust vs every filed plan by assets

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

$1,468,059 29th percentile higher than 29% 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

Houtkin Consulting Corp Retirement 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. Houtkin Consulting Corp Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 201836237 · Houtkin Consulting Corp. PY 2022 · Profit Sharing

Houtkin Consulting Corp Retirement Plan and Trust · $1M · 4 · 29th

  • SCH $1M
  • SCH 4
  • SCH 29th
  • SCH Profit Sharing
  • SCH near Neil Strefling, P.C., Epst
  • SCH ind #5553

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 →

Houtkin Consulting Corp Retirement Plan and Trust in the asset neighbourhood

Houtkin Consulting Corp Retirement Plan and TrustHoutkin Consulting Corp Reti…$1MNeil Strefling, P.C., Epst$1MSnail on a Razor Inc Profit Sharing PlanSnail on a Razor Inc Profit …$1MAntonio J. Sifre Sein Retirement PlanAntonio J. Sifre Sein Retire…$1MJames Orthodontics Inc. Profit Sharing PlanJames Orthodontics Inc. Prof…$1M
End-of-year total assets ($M) among Houtkin Consulting Corp Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Houtkin Consulting Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Houtkin Consulting Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 116.8785450720986% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.47M $3.18M ▲ +116.3%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $3M

Houtkin Consulting Corp. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$120K
Employer EIN201836237
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Houtkin Consulting Corp Retirement Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Houtkin Consulting Corp Retirement Plan and Trust, Total assets ($B): 0.001468059 · Participants: 4Houtkin Consulting Corp Retirement 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
Houtkin Consulting Corp Retirement Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants

Houtkin Consulting Corp Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Neil Strefling, P.C., Epst in MI ($1M); 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 Houtkin Consulting Corp Retirement Plan and Trust assets move in 2022?
Houtkin Consulting Corp Retirement Plan and Trust pulled back noticeably - down 7.6% during 2022, from $2M to $1M. Reported net income was -$120K.
How have Houtkin Consulting Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), Houtkin Consulting Corp.'s sponsor-wide assets grew 116.9%, from $1M to $3M.
Which Profit Sharing plans are similar in size to Houtkin Consulting Corp Retirement Plan and Trust?
Among Profit Sharing plans in other states, the closest by assets is Neil Strefling, P.C., Epst in MI ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Houtkin Consulting Corp Retirement 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).