401(k) · DOL Form 5500 · 2023

Equity Development Group, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
28th
Percentile by assets National rank
$127,018
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: E V I Profit Sharing Plan · Sponsored by Equity Development Group, LLC · Florida · Real Estate

$2M in assets, 12 participants

Equity Development Group, LLC's E V I Profit Sharing Plan reported $2M in total assets and 12 participants in its 2023 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.

  • #2,190 in Real Estate (4,727 peers)

Equity Development Group, LLC multi-year trail

Equity Development Group, LLC's plans moved +23.6% in assets from 2022 to 2024; this filing shows E V I Profit Sharing Plan at $2M / 12 participants.

#2,190
in Real Estate (4,727 peers)
+5.3%
assets growth YoY

E V I Profit Sharing Plan among the smaller filed plans by assets

E V I Profit Sharing Plan vs every filed plan by assets

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

$1,524,221 28th percentile higher than 28% 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

E V I Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E V I Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E V I Profit Sharing Plan reported net income rose from -$27K in the plan year 2022 filing to $77K in the plan year 2023 filing.
  • E V I Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204917590 · Equity Development Group, LLC PY 2023 · 401(k)

E V I Profit Sharing Plan · $2M · 12 · 28th

  • BOY $2M
  • BOY 12
  • BOY 28th
  • BOY 401(k)
  • BOY near Merit Auto Group Savings Incentive Plan
  • BOY ind #2190

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 →

E V I Profit Sharing Plan in the asset neighbourhood

E V I Profit Sharing Plan$2MMerit Auto Group Savings Incentive PlanMerit Auto Group Savings Inc…$2MSierra Nevada Photographic, Inc. 401(k) PlanSierra Nevada Photographic, …$2MThe Sieb Organization Inc 401(k) Profit Sharing Plan & TrustThe Sieb Organization Inc 40…$2MHuesman-Schmid 401(k) Plan$2M
End-of-year total assets ($M) among E V I Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Equity Development Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Equity Development Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.59020375006217% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.45M $1.79M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 12 $2M
2024 1 12 $2M

Equity Development Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$77K
Employer EIN204917590
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

E V I Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants E V I Profit Sharing Plan, Total assets ($B): 0.001524221 · Participants: 12E V I Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
E V I Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare E V I Profit Sharing Plan side-by-side with 3 peers →

E V I Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Merit Auto Group Savings Incentive Plan in OK ($2M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 E V I Profit Sharing Plan assets move in 2023? ▼
E V I Profit Sharing Plan grew at a solid clip - up 5.3% during 2023, from $1M to $2M. Reported net income was $77K.
How have Equity Development Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equity Development Group, LLC's sponsor-wide assets grew 23.6%, from $1M to $2M.
Which 401(k) plans are similar in size to E V I Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merit Auto Group Savings Incentive Plan in OK ($2M, 104 participants).
Which 401(k) plans cover a similar participant headcount to E V I Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 204917590.

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.