Profit Sharing · DOL Form 5500 · 2023

King Lake Estates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$784K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$196,053
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: King Lake Estates, Inc. Profit Sharing Plan and Trust · Sponsored by King Lake Estates, Inc. · Florida · Real Estate

$784K in assets, 4 participants

King Lake Estates, Inc.'s King Lake Estates, Inc. Profit Sharing Plan and Trust reported $784K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,776 in Real Estate (4,727 peers)

What the 2023 filing shows

King Lake Estates, Inc. Profit Sharing Plan and Trust holds $784K for 4 participants - about $196,053 per participant, among the smaller plans by assets on file.

#1,776
in Real Estate (4,727 peers)
-3.3%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

King Lake Estates, Inc. Profit Sharing Plan and Trust among the smaller filed plans by assets

King Lake Estates, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$784,210 22nd percentile higher than 22% 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

King Lake Estates, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. King Lake Estates, Inc. Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • King Lake Estates, Inc. Profit Sharing Plan and Trust reported net income rose from -$156K in the plan year 2022 filing to -$27K in the plan year 2023 filing.
  • King Lake Estates, Inc. Profit Sharing Plan and Trust end-of-year assets fell from $811K in the plan year 2022 filing to $784K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 593217511 · King Lake Estates, Inc. PY 2023 · Profit Sharing

King Lake Estates, Inc. Profit Sharing Plan and Trust · $784K · 4 · 22nd

  • PCT $784K
  • EIN 4
  • RANK 22nd
  • PHOTO Profit Sharing
  • IND near Piv Train, Inc. Retirement Plan
  • EOY ind #1776

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 Real Estate retirement plans → · Plans in Florida →

King Lake Estates, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

King Lake Estates, Inc. Profit Sharing Plan and TrustKing Lake Estates, Inc. Prof…$784KPiv Train, Inc. Retirement PlanPiv Train, Inc. Retirement P…$784KMorrow County Dental LLC 401(k) Profit Sharing PlanMorrow County Dental LLC 401…$784KRichlands Funeral Co., Inc.$784KJulio a. Sepulveda Franco Profit Sharing Retirement PlanJulio a. Sepulveda Franco Pr…$784K
End-of-year total assets ($M) among King Lake Estates, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$811K
Net Assets (End of Year)$767K
Net Income-$27K
Employer EIN593217511
Plan Effective Date2000-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (King Lake Estates, Inc.)

Sponsor-wide plan assets over time

All King Lake Estates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$769K 5.236211539789486% vs 2022
2024 filing year
$0.76M$0.78M$0.8M$0.82M 202220232024 $0.81M $0.77M ▼ -4.9%
Year Plans Participants Total Assets
2022 1 4 $811K
2023 1 4 $784K
2024 1 4 $769K

Nearby Profit Sharing Plans in Florida

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

King Lake Estates, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants King Lake Estates, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.00078421 · Participants: 4King Lake Estates, Inc. Profit Sharing Plan and TrustRetirement 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
King Lake Estates, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare King Lake Estates, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

King Lake Estates, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Piv Train, Inc. Retirement Plan in NJ ($784K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did King Lake Estates, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
King Lake Estates, Inc. Profit Sharing Plan and Trust edged down modestly - down 3.3% during 2023, from $811K to $784K. Reported net income was -$27K.
How have King Lake Estates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), King Lake Estates, Inc.'s sponsor-wide assets declined 5.2%, from $811K to $769K.
Where does King Lake Estates, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
King Lake Estates, Inc. Profit Sharing Plan and Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to King Lake Estates, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Piv Train, Inc. Retirement Plan in NJ ($784K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to King Lake Estates, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 593217511.

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.