401(k) · DOL Form 5500 · 2022
Ronald E. Sholes, P.a. 401(k) Plan
Data updated 2026-08-25
- $796K
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $10,751
- Avg per participant Low balance/head
Official DOL plan name: Ronald E. Sholes, P.a. 401(k) Plan · Sponsored by Ronald E. Sholes, P.a. · Florida · Professional & Technical Services
$796K in assets, 74 participants
Ronald E. Sholes, P.a.'s Ronald E. Sholes, P.a. 401(k) Plan reported $796K in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #4,064 in Professional & Technical Services (21,562 peers)
2022 asset change
Ronald E. Sholes, P.a. 401(k) Plan contracted severely 30.2% in 2022 ($1M → $796K) for 74 participants.
- #4,064
- in Professional & Technical Services (21,562 peers)
- -30.2%
- assets change YoY
The plan reported a net loss of $344K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ronald E. Sholes, P.a. 401(k) Plan among the smaller filed plans by assets
Ronald E. Sholes, P.a. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$795,609 23rd percentile higher than 23% 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
Ronald E. Sholes, P.a. 401(k) 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. Ronald E. Sholes, P.a. 401(k) Plan is a small filing (74 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 010792081 · Ronald E. Sholes, P.a. PY 2022 · 401(k)
Ronald E. Sholes, P.a. 401(k) Plan · $796K · 74 · 23rd
- PCT $796K
- PCT 74
- PCT 23rd
- PCT 401(k)
- PCT near D. Eric Magill, M.D., P.a. Profit Sharing 401(k) Plan
- PCT ind #4064
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 →
Ronald E. Sholes, P.a. 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $796K |
| Net Income | -$344K |
| Employer EIN | 010792081 |
| Plan Effective Date | 2018-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Ronald E. Sholes, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is D. Eric Magill, M.D., P.a. Profit Sharing 401(k) Plan in AR ($796K); by covered participants it is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($796K here).
- D. Eric Magill, M.D., P.a. Profit Sharing 401(k) Plan (AR) $796K · 1
- Morrison Industries, LLC 401(k) Plan (TN) $796K · 205
- Three Forks Ranch Corp. 401(k) Plan (WY) $796K · 22
- Care Finders Total Care LLC 401(k) Plan (NJ) $796K · 5,021
Similar participant headcount
Nearest other-state filings by covered participants (74 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.