Profit Sharing · DOL Form 5500 · 2023

Caltak Enterprise, LLC Profit Sharing Plan

Data updated 2026-08-25

$815K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$271,675
Avg per participant High balance/head
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Official DOL plan name: Caltak Enterprise Profit Sharing Plan · Sponsored by Caltak Enterprise, LLC · Florida · Wholesale Trade

$815K in assets, 3 participants

Caltak Enterprise, LLC's Caltak Enterprise Profit Sharing Plan reported $815K in total assets and 3 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.

  • #744 in Wholesale Trade (6,309 peers)

Caltak Enterprise, LLC multi-year trail

Caltak Enterprise, LLC's plans moved +12.5% in assets from 2022 to 2024; this filing shows Caltak Enterprise Profit Sharing Plan at $815K / 3 participants.

#744
in Wholesale Trade (6,309 peers)
+6.8%
assets growth YoY

Caltak Enterprise Profit Sharing Plan among the smaller filed plans by assets

Caltak Enterprise Profit Sharing Plan vs every filed plan by assets

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

$815,026 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

Caltak Enterprise Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caltak Enterprise Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caltak Enterprise Profit Sharing Plan reported net income rose from $34K in the plan year 2022 filing to $52K in the plan year 2023 filing.
  • Caltak Enterprise Profit Sharing Plan end-of-year assets rose from $763K in the plan year 2022 filing to $815K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 061831686 · Caltak Enterprise, LLC PY 2023 · Profit Sharing

Caltak Enterprise Profit Sharing Plan · $815K · 3 · 22nd

  • IND $815K
  • EOY 3
  • 5500 22nd
  • ASSETS Profit Sharing
  • PCT near Robert Skye, Inc. Retirement Plan
  • EIN ind #744

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 Wholesale Trade retirement plans → · Plans in Florida →

Caltak Enterprise Profit Sharing Plan in the asset neighbourhood

Caltak Enterprise Profit Sharing PlanCaltak Enterprise Profit Sha…$815KRobert Skye, Inc. Retirement PlanRobert Skye, Inc. Retirement…$815KSanjiv Verma, M.D., Inc. 401(k) Profit Sharing PlanSanjiv Verma, M.D., Inc. 401…$815KBroadwater Partners Inc. Retirement PlanBroadwater Partners Inc. Ret…$815KNeurology & Sleep Solutions, LLC. Profit Sharing PlanNeurology & Sleep Solutions,…$815K
End-of-year total assets ($M) among Caltak Enterprise Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Caltak Enterprise, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Caltak Enterprise, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$859K 12.498853880955561% vs 2022
2024 filing year
$0.75M$0.8M$0.85M$0.9M 202220232024 $0.76M $0.86M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 3 $763K
2023 1 3 $815K
2024 1 3 $859K

Caltak Enterprise, LLC filing trail (2023)

Total Assets (Beginning of Year)$763K
Net Assets (End of Year)$815K
Net Income$52K
Employer EIN061831686
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Caltak Enterprise Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Caltak Enterprise Profit Sharing Plan, Total assets ($B): 0.000815026 · Participants: 3Caltak Enterprise Profit Sharing PlanRetirement 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
Caltak Enterprise Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Caltak Enterprise Profit Sharing Plan side-by-side with 3 peers →

Caltak Enterprise Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Robert Skye, Inc. Retirement Plan in NC ($815K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Caltak Enterprise Profit Sharing Plan assets move in 2023? ▼
Caltak Enterprise Profit Sharing Plan grew at a solid clip - up 6.8% during 2023, from $763K to $815K. Reported net income was $52K.
How have Caltak Enterprise, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caltak Enterprise, LLC's sponsor-wide assets grew 12.5%, from $763K to $859K.
Where does Caltak Enterprise Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Caltak Enterprise Profit Sharing Plan 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 Caltak Enterprise Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Robert Skye, Inc. Retirement Plan in NC ($815K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Caltak Enterprise Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 061831686.

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.