Profit Sharing · DOL Form 5500 · 2022

Nalu 'aio, Inc. Profit Sharing Plan

Data updated 2026-08-25

$604K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$151,023
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nalu 'aio, Inc. Retirement Plan · Sponsored by Nalu 'aio, Inc. · Florida · Other Services

$604K in assets, 4 participants

Nalu 'aio, Inc.'s Nalu 'aio, Inc. Retirement Plan reported $604K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,498 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Nalu 'aio, Inc. Retirement Plan ranks #3,498 of 8,398 2022 filers by assets (3322% of the sector average)-$604K for 4 participants.

#3,498
in Other Services (8,398 peers)
+1.4%
assets growth YoY

Nalu 'aio, Inc. Retirement Plan among the smaller filed plans by assets

Nalu 'aio, Inc. Retirement Plan vs every filed plan by assets

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

$604,090 20th percentile higher than 20% 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

Nalu 'aio, Inc. Retirement 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. Nalu 'aio, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 463076957 · Nalu 'aio, Inc. PY 2022 · Profit Sharing

Nalu 'aio, Inc. Retirement Plan · $604K · 4 · 20th

  • TYPE $604K
  • NET 4
  • BOOK 20th
  • VS-ST Profit Sharing
  • BOY near Cook and Sons Construction, LLC Profit Sharing Plan
  • SCH ind #3498

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 Other Services retirement plans → · Plans in Florida →

Nalu 'aio, Inc. Retirement Plan in the asset neighbourhood

Nalu 'aio, Inc. Retirement PlanNalu 'aio, Inc. Retirement P…$604KCook and Sons Construction, LLC Profit Sharing PlanCook and Sons Construction, …$604KLeonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing PlanLeonard M. Kagan, M.D., P.C.…$604KRoberson Resources, Inc. Retirement PlanRoberson Resources, Inc. Ret…$604KTea Pedaler, Inc. Retirement PlanTea Pedaler, Inc. Retirement…$604K
End-of-year total assets ($M) among Nalu 'aio, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$596K
Net Assets (End of Year)$604K
Net Income$8K
Employer EIN463076957
Plan Effective Date2013-06-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Nalu 'aio, Inc.)

Sponsor-wide plan assets over time

All Nalu 'aio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$650K 7.526858580675065% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M 202220232024 $0.6M $0.65M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 4 $604K
2023 1 6 $685K
2024 1 7 $650K

Nearby Profit Sharing Plans in Florida

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

Nalu 'aio, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Nalu 'aio, Inc. Retirement Plan, Total assets ($B): 0.00060409 · Participants: 4Nalu 'aio, Inc. Retirement 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
Nalu 'aio, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Nalu 'aio, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Profit Sharing by assets is Cook and Sons Construction, LLC Profit Sharing Plan in ID ($604K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Nalu 'aio, Inc. Retirement Plan assets move in 2022? ▼
Nalu 'aio, Inc. Retirement Plan edged up modestly - up 1.4% during 2022, from $596K to $604K. Reported net income was $8K.
How have Nalu 'aio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nalu 'aio, Inc.'s sponsor-wide assets grew 7.5%, from $604K to $650K.
Where does Nalu 'aio, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Nalu 'aio, Inc. Retirement Plan ranks in the 20th 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 Nalu 'aio, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cook and Sons Construction, LLC Profit Sharing Plan in ID ($604K, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Nalu 'aio, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A 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 463076957.

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.