Profit Sharing · DOL Form 5500 · 2022

Prager, Simon & Associates, LLP Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
19
Participants Small participant base
56th
Percentile by assets National rank
$344,650
Avg per participant High balance/head
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Official DOL plan name: Prager, Simon & Associates, LLP Profit Sharing Plan · Sponsored by Prager, Simon & Associates, LLP · Florida · Healthcare & Social Assistance

$7M in assets, 19 participants

Prager, Simon & Associates, LLP's Prager, Simon & Associates, LLP Profit Sharing Plan reported $7M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,448 in Healthcare & Social Assistance (20,060 peers)

Prager, Simon & Associates, LLP multi-year trail

Prager, Simon & Associates, LLP's plans moved +12.8% in assets from 2022 to 2024; this filing shows Prager, Simon & Associates, LLP Profit Sharing Plan at $7M / 19 participants.

#12,448
in Healthcare & Social Assistance (20,060 peers)
-21.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Prager, Simon & Associates, LLP Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Prager, Simon & Associates, LLP Profit Sharing Plan vs every filed plan by assets

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

$6,548,356 Top 44% higher than 56% 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

Prager, Simon & Associates, LLP Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Prager, Simon & Associates, LLP Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 651156897 · Prager, Simon & Associates, LLP PY 2022 · Profit Sharing

Prager, Simon & Associates, LLP Profit Sharing Plan · $7M · 19 · 56th

  • TYPE $7M
  • TYPE 19
  • TYPE 56th
  • TYPE Profit Sharing
  • TYPE near The 401(a) Profit Sharing Plan of Occupational Training Center of Burlington County, Inc.
  • TYPE ind #12448

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 →

Prager, Simon & Associates, LLP Profit Sharing Plan in the asset neighbourhood

Prager, Simon & Associates, LLP Profit Sharing PlanPrager, Simon & Associates, …$7MThe 401(a) Profit Sharing Plan of Occupational Training Center of Burlington County, Inc.The 401(a) Profit Sharing Pl…$7MFidelity Mortgage Lenders, Inc. Profit Sharing PlanFidelity Mortgage Lenders, I…$7MCitibank Business & Professional Retirement PlanCitibank Business & Professi…$7MRoseland Community Hospital Tax Deferred Annuity PlanRoseland Community Hospital …$7M
End-of-year total assets ($M) among Prager, Simon & Associates, LLP Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Prager, Simon & Associates, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Prager, Simon & Associates, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.815124895469948% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.55M $7.39M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 19 $7M
2023 1 23 $8M
2024 1 27 $7M

Prager, Simon & Associates, LLP filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN651156897
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Prager, Simon & Associates, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Prager, Simon & Associates, LLP Profit Sharing Plan, Total assets ($B): 0.006548356 · Participants: 19Prager, Simon & Associates, LLP Profit Sharing 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
Prager, Simon & Associates, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants

Prager, Simon & Associates, LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is The 401(a) Profit Sharing Plan of Occupational Training Center of Burlington County, Inc. in NJ ($7M); by covered participants it is Crivelli Ford, Inc. Profit Sharing Plan in PA (19 participants). Same-state nearby plans are listed separately above.

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 Prager, Simon & Associates, LLP Profit Sharing Plan assets move in 2022? ▼
Prager, Simon & Associates, LLP Profit Sharing Plan declined sharply - down 21.6% during 2022, from $8M to $7M. Reported net income was -$2M.
How have Prager, Simon & Associates, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Prager, Simon & Associates, LLP's sponsor-wide assets grew 12.8%, from $7M to $7M.
Which Profit Sharing plans are similar in size to Prager, Simon & Associates, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The 401(a) Profit Sharing Plan of Occupational Training Center of Burlington County, Inc. in NJ ($7M, 252 participants).
Which Profit Sharing plans cover a similar participant headcount to Prager, Simon & Associates, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crivelli Ford, Inc. Profit Sharing Plan in PA (19 participants, N/A in assets).