Profit Sharing · DOL Form 5500 · 2022

Harvey Schonbrun, P.a. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
28th
Percentile by assets National rank
$157,982
Avg per participant Above avg balance/head
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Official DOL plan name: Harvey Schonbrun, P. a. Profit Sharing Plan · Sponsored by Harvey Schonbrun, P.a. · Florida · Professional & Technical Services

$1M in assets, 8 participants

Harvey Schonbrun, P.a.'s Harvey Schonbrun, P. a. Profit Sharing Plan reported $1M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,122 in Professional & Technical Services (21,562 peers)

Harvey Schonbrun, P.a. multi-year trail

Harvey Schonbrun, P.a.'s plans moved +28.9% in assets from 2022 to 2024; this filing shows Harvey Schonbrun, P. a. Profit Sharing Plan at $1M / 8 participants.

#5,122
in Professional & Technical Services (21,562 peers)
+6.2%
assets growth YoY

Harvey Schonbrun, P. a. Profit Sharing Plan among the smaller filed plans by assets

Harvey Schonbrun, P. a. Profit Sharing Plan vs every filed plan by assets

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

$1,263,853 28th percentile higher than 28% 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

Harvey Schonbrun, P. a. 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. Harvey Schonbrun, P. a. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 591698505 · Harvey Schonbrun, P.a. PY 2022 · Profit Sharing

Harvey Schonbrun, P. a. Profit Sharing Plan · $1M · 8 · 28th

  • EIN $1M
  • EIN 8
  • EIN 28th
  • EIN Profit Sharing
  • EIN near Ltg & Associates, Incorporated Retirement Plan
  • EIN ind #5122

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 →

Harvey Schonbrun, P. a. Profit Sharing Plan in the asset neighbourhood

Harvey Schonbrun, P. a. Profit Sharing PlanHarvey Schonbrun, P. a. Prof…$1MLtg & Associates, Incorporated Retirement PlanLtg & Associates, Incorporat…$1MKessler Land Agency, Inc. Profit Sharing PlanKessler Land Agency, Inc. Pr…$1MAlan M. Schwartz, Attorney Profit Sharing PlanAlan M. Schwartz, Attorney P…$1MMiguel E. Arroyo Ramos Md Retirement PlanMiguel E. Arroyo Ramos Md Re…$1M
End-of-year total assets ($M) among Harvey Schonbrun, P. a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Harvey Schonbrun, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Harvey Schonbrun, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.94221084255843% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.26M $1.63M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 6 $1M
2024 1 6 $2M

Harvey Schonbrun, P.a. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$74K
Employer EIN591698505
Plan Effective Date1977-10-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Harvey Schonbrun, P. a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Harvey Schonbrun, P. a. Profit Sharing Plan, Total assets ($B): 0.001263853 · Participants: 8Harvey Schonbrun, P. a. 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
Harvey Schonbrun, P. a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Harvey Schonbrun, P. a. Profit Sharing Plan side-by-side with 3 peers →

Harvey Schonbrun, P. a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Ltg & Associates, Incorporated Retirement Plan in TX ($1M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Harvey Schonbrun, P. a. Profit Sharing Plan assets move in 2022? ▼
Harvey Schonbrun, P. a. Profit Sharing Plan grew at a solid clip - up 6.2% during 2022, from $1M to $1M. Reported net income was $74K.
How have Harvey Schonbrun, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harvey Schonbrun, P.a.'s sponsor-wide assets grew 28.9%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Harvey Schonbrun, P. a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ltg & Associates, Incorporated Retirement Plan in TX ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Harvey Schonbrun, P. a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K 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 591698505.

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.