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
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
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 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
| 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 EIN | 651156897 |
| Plan Effective Date | 1977-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- The 401(a) Profit Sharing Plan of Occupational Training Center of Burlington County, Inc. (NJ) $7M · 252
- Fidelity Mortgage Lenders, Inc. Profit Sharing Plan (CA) $7M · 13
- Citibank Business & Professional Retirement Plan (NY) $7M · 4
- Roseland Community Hospital Tax Deferred Annuity Plan (IL) $7M · 469
Similar participant headcount
Nearest other-state filings by covered participants (19 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.