Profit Sharing · DOL Form 5500 · 2022

The Wealth Transfer Group Inc Profit Sharing Plan

Data updated 2026-08-25

$344K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$171,932
Avg per participant Above avg balance/head
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Official DOL plan name: Wealth Transfer Group Profit Sharing Plan · Sponsored by The Wealth Transfer Group Inc · Florida · Finance & Insurance

$344K in assets, 2 participants

The Wealth Transfer Group Inc's Wealth Transfer Group Profit Sharing Plan reported $344K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #855 in Finance & Insurance (9,261 peers)

The Wealth Transfer Group Inc multi-year trail

The Wealth Transfer Group Inc's plans moved +48.5% in assets from 2022 to 2023; this filing shows Wealth Transfer Group Profit Sharing Plan at $344K / 2 participants.

#855
in Finance & Insurance (9,261 peers)
+18.5%
assets growth YoY

Wealth Transfer Group Profit Sharing Plan among the smaller filed plans by assets

Wealth Transfer Group Profit Sharing Plan vs every filed plan by assets

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

$343,864 15th percentile higher than 15% 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

Wealth Transfer Group Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wealth Transfer Group Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 592392678 · The Wealth Transfer Group Inc PY 2022 · Profit Sharing

Wealth Transfer Group Profit Sharing Plan · $344K · 2 · 15th

  • TYPE $344K
  • TYPE 2
  • TYPE 15th
  • TYPE Profit Sharing
  • TYPE near The George Press Inc - Employee Stock Ownership Plan and Trust
  • TYPE ind #855

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 Finance & Insurance retirement plans → · Plans in Florida →

Wealth Transfer Group Profit Sharing Plan in the asset neighbourhood

Wealth Transfer Group Profit Sharing PlanWealth Transfer Group Profit…$344KThe George Press Inc - Employee Stock Ownership Plan and TrustThe George Press Inc - Emplo…$344KMnsbg, Inc. Retirement Plan$344KBosworth, Gray & Fuller Profit Sharing PlanBosworth, Gray & Fuller Prof…$344KTight Lines Holdings Group, Inc. Retirement PlanTight Lines Holdings Group, …$344K
End-of-year total assets ($M) among Wealth Transfer Group Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

The Wealth Transfer Group Inc multi-year asset trail

Sponsor-wide plan assets over time

All The Wealth Transfer Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$511K 48.51772793895261% vs 2022
2023 filing year
$0.3M$0.4M$0.5M$0.6M 20222023 $0.34M $0.51M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 2 $344K
2023 1 2 $511K

The Wealth Transfer Group Inc filing trail (2022)

Total Assets (Beginning of Year)$290K
Net Assets (End of Year)$344K
Net Income$54K
Employer EIN592392678
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Wealth Transfer Group Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Wealth Transfer Group Profit Sharing Plan, Total assets ($B): 0.000343864 · Participants: 2Wealth Transfer Group 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
Wealth Transfer Group Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Wealth Transfer Group Profit Sharing Plan side-by-side with 3 peers →

Wealth Transfer Group Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is The George Press Inc - Employee Stock Ownership Plan and Trust in IL ($344K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 Wealth Transfer Group Profit Sharing Plan assets move in 2022? ▼
Wealth Transfer Group Profit Sharing Plan grew sharply - up 18.5% during 2022, from $290K to $344K. Reported net income was $54K.
How have The Wealth Transfer Group Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Wealth Transfer Group Inc's sponsor-wide assets grew 48.5%, from $344K to $511K.
Where does Wealth Transfer Group Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wealth Transfer Group Profit Sharing Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Wealth Transfer Group Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The George Press Inc - Employee Stock Ownership Plan and Trust in IL ($344K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Wealth Transfer Group Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 592392678.

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.