Profit Sharing · DOL Form 5500 · 2023
Davis Family Swim School Inc Profit Sharing Plan
Data updated 2026-08-25
- $850K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $283,392
- Avg per participant High balance/head
Official DOL plan name: Davis Family Swim School Inc. Retirement Plan · Sponsored by Davis Family Swim School Inc · Florida · Arts, Entertainment & Recreation
$850K in assets, 3 participants
Davis Family Swim School Inc's Davis Family Swim School Inc. Retirement Plan reported $850K 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.
- #1,397 in Arts, Entertainment & Recreation (2,945 peers)
Arts, Entertainment & Recreation sector rank
Within Arts, Entertainment & Recreation, Davis Family Swim School Inc. Retirement Plan ranks #1,397 of 2,945 2023 filers by assets (3266% of the sector average)-$850K for 3 participants.
- #1,397
- in Arts, Entertainment & Recreation (2,945 peers)
- +0.0%
- assets growth YoY
Davis Family Swim School Inc. Retirement Plan among the smaller filed plans by assets
Davis Family Swim School Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$850,175 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Davis Family Swim School 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. Davis Family Swim School Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Davis Family Swim School Inc. Retirement Plan reported net income fell from $199K in the plan year 2022 filing to $321 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 831835880 · Davis Family Swim School Inc PY 2023 · Profit Sharing
Davis Family Swim School Inc. Retirement Plan · $850K · 3 · 22nd
- IND $850K
- IND 3
- IND 22nd
- IND Profit Sharing
- IND near Tringles, LLC 401(k)& Profit Sharing Plan
- IND ind #1397
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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →
Davis Family Swim School Inc. Retirement Plan in the asset neighbourhood
Arts, Entertainment & Recreation filing particulars
| Total Assets (Beginning of Year) | $850K |
|---|---|
| Net Assets (End of Year) | $850K |
| Net Income | $321 |
| Employer EIN | 831835880 |
| Plan Effective Date | 2018-09-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Davis Family Swim School Inc)
Sponsor-wide plan assets over time
All Davis Family Swim School Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 41.175543093284254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $850K |
| 2023 | 1 | 3 | $850K |
| 2024 | 1 | 2 | $1M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Davis Family Swim School Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Tringles, LLC 401(k)& Profit Sharing Plan in NJ ($850K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($850K here).
- Tringles, LLC 401(k)& Profit Sharing Plan (NJ) $850K · 2
- Lo Qui Inc.Pension Transfer Trust Plan (GA) $850K · 9
- Home of the Good Shepherd Retirement Savings Plan (NY) $850K · 434
- Futuresmith, Inc. Retirement Plan (SC) $851K · 13
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.