Profit Sharing · DOL Form 5500 · 2023

Beroset and Keene Profit Sharing Plan an Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
42nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Beroset and Keene Profit Sharing Plan and Trust · Sponsored by Beroset and Keene Profit Sharing Plan an · Florida · Professional & Technical Services

$4M in assets, 4 participants

Beroset and Keene Profit Sharing Plan an's Beroset and Keene Profit Sharing Plan and Trust reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,028 in Professional & Technical Services (20,321 peers)

Beroset and Keene Profit Sharing Plan an multi-year trail

Beroset and Keene Profit Sharing Plan an's plans moved +22.2% in assets from 2022 to 2024; this filing shows Beroset and Keene Profit Sharing Plan and Trust at $4M / 4 participants.

#8,028
in Professional & Technical Services (20,321 peers)
+9.8%
assets growth YoY

Beroset and Keene Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Beroset and Keene Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,402,696 42nd percentile higher than 42% 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

Beroset and Keene Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beroset and Keene Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beroset and Keene Profit Sharing Plan and Trust reported net income rose from -$664K in the plan year 2022 filing to $393K in the plan year 2023 filing.
  • Beroset and Keene Profit Sharing Plan and Trust reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Beroset and Keene Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 592665946 · Beroset and Keene Profit Sharing Plan an PY 2023 · Profit Sharing

Beroset and Keene Profit Sharing Plan and Trust · $4M · 4 · 42nd

  • BOY $4M
  • BOY 4
  • BOY 42nd
  • BOY Profit Sharing
  • BOY near Crooks Farms, Inc. Profit Sharing Plan
  • BOY ind #8028

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 →

Beroset and Keene Profit Sharing Plan and Trust in the asset neighbourhood

Southern Agcom, Inc. Profit Sharing PlanSouthern Agcom, Inc. Profit …$4MBeroset and Keene Profit Sharing Plan and TrustBeroset and Keene Profit Sha…$4MCrooks Farms, Inc. Profit Sharing PlanCrooks Farms, Inc. Profit Sh…$4MAllergy & Asthma Consultants 401(k) Profit Sharing PlanAllergy & Asthma Consultants…$4MJoel I. Banker Inc. - Profit Sharing PlanJoel I. Banker Inc. - Profit…$4M
End-of-year total assets ($M) among Beroset and Keene Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Beroset and Keene Profit Sharing Plan an multi-year asset trail

Sponsor-wide plan assets over time

All Beroset and Keene Profit Sharing Plan an plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.176290334968893% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.01M $4.9M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 4 $4M
2024 1 4 $5M

Beroset and Keene Profit Sharing Plan an filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$393K
Employer EIN592665946
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Beroset and Keene Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Beroset and Keene Profit Sharing Plan and Trust, Total assets ($B): 0.004402696 · Participants: 4Beroset and Keene Profit Sharing Plan and TrustRetirement 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
Beroset and Keene Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Beroset and Keene Profit Sharing Plan and Trust side-by-side with 3 peers →

Beroset and Keene Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Crooks Farms, Inc. Profit Sharing Plan in MI ($4M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Beroset and Keene Profit Sharing Plan and Trust assets move in 2023? ▼
Beroset and Keene Profit Sharing Plan and Trust grew at a solid clip - up 9.8% during 2023, from $4M to $4M. Reported net income was $393K.
How have Beroset and Keene Profit Sharing Plan an plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beroset and Keene Profit Sharing Plan an's sponsor-wide assets grew 22.2%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Beroset and Keene Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Crooks Farms, Inc. Profit Sharing Plan in MI ($4M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Beroset and Keene Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 592665946.

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.