Profit Sharing · DOL Form 5500 · 2023

Serraes Management Company Profit Sharing Plan

Data updated 2026-08-25

$724K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$362,142
Avg per participant High balance/head
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Official DOL plan name: Serraes Management Company Employers Profit Sharing Plan · Sponsored by Serraes Management Company · Florida · Real Estate

$724K in assets, 2 participants

Serraes Management Company's Serraes Management Company Employers Profit Sharing Plan reported $724K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,731 in Real Estate (4,727 peers)

What the 2023 filing shows

Serraes Management Company Employers Profit Sharing Plan holds $724K for 2 participants - about $362,142 per participant, among the smaller plans by assets on file.

#1,731
in Real Estate (4,727 peers)
+3.8%
assets growth YoY

Serraes Management Company Employers Profit Sharing Plan among the smaller filed plans by assets

Serraes Management Company Employers Profit Sharing Plan vs every filed plan by assets

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

$724,283 21st percentile higher than 21% 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

Serraes Management Company Employers 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. Serraes Management Company Employers Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Serraes Management Company Employers Profit Sharing Plan reported net income rose from -$541K in the plan year 2022 filing to $27K in the plan year 2023 filing.
  • Serraes Management Company Employers Profit Sharing Plan end-of-year assets rose from $698K in the plan year 2022 filing to $724K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 590871573 · Serraes Management Company PY 2023 · Profit Sharing

Serraes Management Company Employers Profit Sharing Plan · $724K · 2 · 21st

  • EBSA $724K
  • EBSA 2
  • EBSA 21st
  • EBSA Profit Sharing
  • EBSA near East Creek, Inc. Profit Sharing Plan
  • EBSA ind #1731

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 →

Serraes Management Company Employers Profit Sharing Plan in the asset neighbourhood

Contero Corp. Retirement Plan$725KSerraes Management Company Employers Profit Sharing PlanSerraes Management Company E…$724KEast Creek, Inc. Profit Sharing PlanEast Creek, Inc. Profit Shar…$724KRoskap Inc. Profit Sharing PlanRoskap Inc. Profit Sharing P…$724KJtms Investments Inc. Retirement PlanJtms Investments Inc. Retire…$725K
End-of-year total assets ($M) among Serraes Management Company Employers Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$698K
Net Assets (End of Year)$724K
Net Income$27K
Employer EIN590871573
Plan Effective Date1970-08-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Serraes Management Company)

Sponsor-wide plan assets over time

All Serraes Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$757K 8.593691756272401% vs 2022
2024 filing year
$0.68M$0.7M$0.72M$0.74M$0.76M$0.78M 202220232024 $0.7M $0.76M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 2 $698K
2023 1 2 $724K
2024 1 2 $757K

Nearby Profit Sharing Plans in Florida

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

Serraes Management Company Employers Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Serraes Management Company Employers Profit Sharing Plan, Total assets ($B): 0.000724283 · Participants: 2Serraes Management Company Employers 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
Serraes Management Company Employers Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Serraes Management Company Employers Profit Sharing Plan side-by-side with 3 peers →

Serraes Management Company Employers Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is East Creek, Inc. Profit Sharing Plan in NC ($724K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($724K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Serraes Management Company Employers Profit Sharing Plan assets move in 2023? ▼
Serraes Management Company Employers Profit Sharing Plan edged up modestly - up 3.8% during 2023, from $698K to $724K. Reported net income was $27K.
How have Serraes Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Serraes Management Company's sponsor-wide assets grew 8.6%, from $698K to $757K.
Where does Serraes Management Company Employers Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Serraes Management Company Employers Profit Sharing Plan ranks in the 21st 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 Serraes Management Company Employers Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is East Creek, Inc. Profit Sharing Plan in NC ($724K, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Serraes Management Company Employers Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 590871573.

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.