Profit Sharing · DOL Form 5500 · 2022

Easter Seals of Southwest Florida Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
146
Participants Small participant base
39th
Percentile by assets National rank
$18,704
Avg per participant Low balance/head
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Official DOL plan name: Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan · Sponsored by Easter Seals of Southwest Florida · Florida · Other Services

$3M in assets, 146 participants

Easter Seals of Southwest Florida's Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan reported $3M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #5,101 in Other Services (8,398 peers)

Coverage in Florida

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan covers 146 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#5,101
in Other Services (8,398 peers)
+37.9%
assets growth YoY

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,730,735 39th percentile higher than 39% of 139,123 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 2022

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan sits mid-pack in the medium band (146 participants).

Form 5500 schedule snapshot

Filing strip 590638490 · Easter Seals of Southwest Florida PY 2022 · Profit Sharing

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan · $3M · 146 · 39th

  • TYPE $3M
  • TYPE 146
  • TYPE 39th
  • TYPE Profit Sharing
  • TYPE near The Food Connection, Inc. Profit Sharing Plan
  • TYPE ind #5101

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 Other Services retirement plans → · Plans in Florida →

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan in the asset neighbourhood

Easter Seals of Southwest Florida Inc. 403(b) Retirement PlanEaster Seals of Southwest Fl…$3MThe Food Connection, Inc. Profit Sharing PlanThe Food Connection, Inc. Pr…$3MGreenville Womens Clinic PA Profit Sharing PlanGreenville Womens Clinic PA …$3MBenjamin C.H. Peng Md Profit Sharing Plan and TrustBenjamin C.H. Peng Md Profit…$3MInternational Racers, Inc. Profit Sharing PlanInternational Racers, Inc. P…$3M
End-of-year total assets ($M) among Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$727K
Employer EIN590638490
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Easter Seals of Southwest Florida)

Sponsor-wide plan assets over time

All Easter Seals of Southwest Florida plans reported in each filing year

Latest sponsor-wide plan assets
$5M 66.94985049812597% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.73M $4.56M ▲ +67.0%
Year Plans Participants Total Assets
2022 1 146 $3M
2023 1 160 $4M
2024 1 174 $5M

Nearby Profit Sharing Plans in Florida

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

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan, Total assets ($B): 0.002730735 · Participants: 146Easter Seals of Southwest Florida Inc. 403(b) Retirement PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is The Food Connection, Inc. Profit Sharing Plan in CA ($3M); by covered participants it is First National Bank of Pulaski Profit Sharing Plan in TN (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan assets move in 2022?
Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan surged - up 37.9% during 2022, from $2M to $3M. Reported net income was $727K.
How have Easter Seals of Southwest Florida plan assets changed over time?
Across 3 plan years on file (2022-2024), Easter Seals of Southwest Florida's sponsor-wide assets grew 66.9%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is The Food Connection, Inc. Profit Sharing Plan in CA ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is First National Bank of Pulaski Profit Sharing Plan in TN (146 participants, $31M in assets).