Profit Sharing · DOL Form 5500 · 2023

Utl Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$566,893
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Utl Enterprises, Inc. Retirement Plan · Sponsored by Utl Enterprises, Inc. · Florida · Administrative & Support Services

$2M in assets, 3 participants

Utl Enterprises, Inc.'s Utl Enterprises, Inc. Retirement Plan reported $2M in total assets and 3 participants in its 2023 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.

  • #2,296 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Utl Enterprises, Inc. Retirement Plan ranks #2,296 of 4,372 2023 filers by assets (1697% of the sector average)-$2M for 3 participants.

#2,296
in Administrative & Support Services (4,372 peers)
+2.6%
assets growth YoY

Utl Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Utl Enterprises, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,700,678 29th percentile higher than 29% of 127,068 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 2023

Utl Enterprises, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utl Enterprises, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Utl Enterprises, Inc. Retirement Plan reported net income fell from $541K in the plan year 2022 filing to $43K in the plan year 2023 filing.
  • Utl Enterprises, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 812724973 · Utl Enterprises, Inc. PY 2023 · Profit Sharing

Utl Enterprises, Inc. Retirement Plan · $2M · 3 · 29th

  • 5500 $2M
  • ASSETS 3
  • PCT 29th
  • EIN Profit Sharing
  • RANK near Spencer Financial, LLC Profit Sharing Plan
  • PHOTO ind #2296

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 Administrative & Support Services retirement plans → · Plans in Florida →

Utl Enterprises, Inc. Retirement Plan in the asset neighbourhood

Utl Enterprises, Inc. Retirement PlanUtl Enterprises, Inc. Retire…$2MSpencer Financial, LLC Profit Sharing PlanSpencer Financial, LLC Profi…$2MPet Garden, Inc. Profit Sharing PlanPet Garden, Inc. Profit Shar…$2MVergith Contracting Co Profit Sharing Plan QrpVergith Contracting Co Profi…$2MBetter Flood Insurance, Inc. Retirement PlanBetter Flood Insurance, Inc.…$2M
End-of-year total assets ($M) among Utl Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$43K
Employer EIN812724973
Plan Effective Date2016-05-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Utl Enterprises, Inc.)

Sponsor-wide plan assets over time

All Utl Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.242183730579947% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M 202220232024 $1.66M $1.52M ▼ -8.4%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Nearby Profit Sharing Plans in Florida

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

Utl Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Utl Enterprises, Inc. Retirement Plan, Total assets ($B): 0.001700678 · Participants: 3Utl Enterprises, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Utl Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Utl Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Utl Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Spencer Financial, LLC Profit Sharing Plan in MA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Utl Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Utl Enterprises, Inc. Retirement Plan edged up modestly - up 2.6% during 2023, from $2M to $2M. Reported net income was $43K.
How have Utl Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utl Enterprises, Inc.'s sponsor-wide assets declined 8.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Utl Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Spencer Financial, LLC Profit Sharing Plan in MA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Utl Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812724973.

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.