Profit Sharing · DOL Form 5500 · 2023

B Avery Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$867K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$866,940
Avg per participant High balance/head
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Official DOL plan name: B Avery Enterprises, Inc. Retirement Plan · Sponsored by B Avery Enterprises, Inc. · Florida · Finance & Insurance

$867K in assets, 1 participants

B Avery Enterprises, Inc.'s B Avery Enterprises, Inc. Retirement Plan reported $867K in total assets and 1 participant 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.

  • #1,252 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

B Avery Enterprises, Inc. Retirement Plan holds $867K for 1 participant - about $866,940 per participant, among the smaller plans by assets on file.

#1,252
in Finance & Insurance (8,869 peers)
-3.1%
assets change YoY

The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

B Avery Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

B Avery Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$866,940 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

B Avery Enterprises, Inc. Retirement 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. B Avery Enterprises, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • B Avery Enterprises, Inc. Retirement Plan reported net income fell from $105K in the plan year 2022 filing to -$28K in the plan year 2023 filing.
  • B Avery Enterprises, Inc. Retirement Plan reported participants fell from 3 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • B Avery Enterprises, Inc. Retirement Plan end-of-year assets fell from $895K in the plan year 2022 filing to $867K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 465104203 · B Avery Enterprises, Inc. PY 2023 · Profit Sharing

B Avery Enterprises, Inc. Retirement Plan · $867K · 1 · 22nd

  • EBSA $867K
  • PART 1
  • TYPE 22nd
  • NET Profit Sharing
  • BOOK near The Sherman Agency, Inc. Profit Sharing Plan
  • VS-ST ind #1252

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 Finance & Insurance retirement plans → · Plans in Florida →

B Avery Enterprises, Inc. Retirement Plan in the asset neighbourhood

B Avery Enterprises, Inc. Retirement PlanB Avery Enterprises, Inc. Re…$867KThe Sherman Agency, Inc. Profit Sharing PlanThe Sherman Agency, Inc. Pro…$867KNeal K. Nakashima, D.M.D., Inc. Profit Sharing PlanNeal K. Nakashima, D.M.D., I…$867KLou Silver Inc 401(k) Plan$867KParenti Partners Ltd Profit Sharing PlanParenti Partners Ltd Profit …$866K
End-of-year total assets ($M) among B Avery Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$895K
Net Assets (End of Year)$867K
Net Income-$28K
Employer EIN465104203
Plan Effective Date2014-03-14
Filing StatusFILING RECEIVED

Sponsor Plan History (B Avery Enterprises, Inc.)

Sponsor-wide plan assets over time

All B Avery Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$866K 3.1865590995294033% vs 2022
2024 filing year
$0.86M$0.87M$0.88M$0.89M$0.9M 202220232024 $0.89M $0.87M ▼ -2.2%
Year Plans Participants Total Assets
2022 1 3 $895K
2023 1 1 $867K
2024 1 2 $866K

Nearby Profit Sharing Plans in Florida

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

B Avery Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants B Avery Enterprises, Inc. Retirement Plan, Total assets ($B): 0.00086694 · Participants: 1B Avery Enterprises, Inc. Retirement 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
B Avery Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare B Avery Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

B Avery Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is The Sherman Agency, Inc. Profit Sharing Plan in CO ($867K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 B Avery Enterprises, Inc. Retirement Plan assets move in 2023? ▼
B Avery Enterprises, Inc. Retirement Plan edged down modestly - down 3.1% during 2023, from $895K to $867K. Reported net income was -$28K.
How have B Avery Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B Avery Enterprises, Inc.'s sponsor-wide assets declined 3.2%, from $895K to $866K.
Where does B Avery Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
B Avery Enterprises, Inc. Retirement 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 B Avery Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Sherman Agency, Inc. Profit Sharing Plan in CO ($867K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to B Avery Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 465104203.

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.