Profit Sharing · DOL Form 5500 · 2023

Palisades Hudson Financial Group LLC Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
26
Participants Small participant base
56th
Percentile by assets National rank
$334,977
Avg per participant High balance/head
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Official DOL plan name: Palisades Hudson Financial Group LLC Psp · Sponsored by Palisades Hudson Financial Group LLC · Florida · Professional & Technical Services

$9M in assets, 26 participants

Palisades Hudson Financial Group LLC's Palisades Hudson Financial Group LLC Psp reported $9M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,990 in Professional & Technical Services (20,321 peers)

Palisades Hudson Financial Group LLC multi-year trail

Palisades Hudson Financial Group LLC's plans moved +30.0% in assets from 2022 to 2024; this filing shows Palisades Hudson Financial Group LLC Psp at $9M / 26 participants.

#10,990
in Professional & Technical Services (20,321 peers)
+15.6%
assets growth YoY

Palisades Hudson Financial Group LLC Psp's mid-pack asset rank among Professional & Technical Services and all filers

Palisades Hudson Financial Group LLC Psp vs every filed plan by assets

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

$8,709,390 Top 44% higher than 56% 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

Palisades Hudson Financial Group LLC Psp among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palisades Hudson Financial Group LLC Psp is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palisades Hudson Financial Group LLC Psp reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Palisades Hudson Financial Group LLC Psp reported participants rose from 22 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • Palisades Hudson Financial Group LLC Psp end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 134199096 · Palisades Hudson Financial Group LLC PY 2023 · Profit Sharing

Palisades Hudson Financial Group LLC Psp · $9M · 26 · 56th

  • EBSA $9M
  • PART 26
  • TYPE 56th
  • NET Profit Sharing
  • BOOK near Polyplex USA LLC 401(k) Plan
  • VS-ST ind #10990

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 →

Palisades Hudson Financial Group LLC Psp in the asset neighbourhood

Rochester Area Construction and Materials Teamsters Annuity FundRochester Area Construction …$9MPalisades Hudson Financial Group LLC PspPalisades Hudson Financial G…$9MPolyplex USA LLC 401(k) Plan$9MDel Rey Avocado Company, Inc. Profit Sharing PlanDel Rey Avocado Company, Inc…$9MCameron Regional Medical Center Employees' Retirement PlanCameron Regional Medical Cen…$9M
End-of-year total assets ($M) among Palisades Hudson Financial Group LLC Psp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Palisades Hudson Financial Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Palisades Hudson Financial Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 30.040262099204156% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.53M $9.8M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 22 $8M
2023 1 26 $9M
2024 1 26 $10M

Palisades Hudson Financial Group LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN134199096
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Palisades Hudson Financial Group LLC Psp vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Palisades Hudson Financial Group LLC Psp, Total assets ($B): 0.00870939 · Participants: 26Palisades Hudson Financial Group LLC PspRetirement 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
Palisades Hudson Financial Group LLC Psp vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Palisades Hudson Financial Group LLC Psp side-by-side with 3 peers →

Palisades Hudson Financial Group LLC Psp's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Polyplex USA LLC 401(k) Plan in AL ($9M); by covered participants it is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Palisades Hudson Financial Group LLC Psp assets move in 2023? ▼
Palisades Hudson Financial Group LLC Psp grew sharply - up 15.6% during 2023, from $8M to $9M. Reported net income was $1M.
How have Palisades Hudson Financial Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palisades Hudson Financial Group LLC's sponsor-wide assets grew 30.0%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Palisades Hudson Financial Group LLC Psp? ▼
Among Profit Sharing plans in other states, the closest by assets is Polyplex USA LLC 401(k) Plan in AL ($9M, 187 participants).
Which Profit Sharing plans cover a similar participant headcount to Palisades Hudson Financial Group LLC Psp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 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 134199096.

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.