Profit Sharing · DOL Form 5500 · 2023

Sperry & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
37
Participants Small participant base
25th
Percentile by assets National rank
$31,563
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sperry & Associates, Inc. Profit Sharing Plan · Sponsored by Sperry & Associates, Inc. · Florida · Construction

$1M in assets, 37 participants

Sperry & Associates, Inc.'s Sperry & Associates, Inc. Profit Sharing Plan reported $1M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,074 in Construction (9,030 peers)

2023 asset change

Sperry & Associates, Inc. Profit Sharing Plan declined sharply 20.2% in 2023 ($1M → $1M) for 37 participants.

#2,074
in Construction (9,030 peers)
-20.2%
assets change YoY

The plan reported a net loss of $296K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sperry & Associates, Inc. Profit Sharing Plan among the smaller filed plans by assets

Sperry & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,167,829 25th percentile higher than 25% 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

Sperry & Associates, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sperry & Associates, Inc. Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sperry & Associates, Inc. Profit Sharing Plan reported net income rose from -$512K in the plan year 2022 filing to -$296K in the plan year 2023 filing.
  • Sperry & Associates, Inc. Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sperry & Associates, Inc. Profit Sharing Plan reported participants fell from 40 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591481055 · Sperry & Associates, Inc. PY 2023 · Profit Sharing

Sperry & Associates, Inc. Profit Sharing Plan · $1M · 37 · 25th

  • BOOK $1M
  • VS-ST 37
  • BOY 25th
  • SCH Profit Sharing
  • EBSA near Gary Montalvo Profit Sharing Retirement Plan
  • PART ind #2074

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 Construction retirement plans → · Plans in Florida →

Sperry & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Sperry & Associates, Inc. Profit Sharing PlanSperry & Associates, Inc. Pr…$1MGary Montalvo Profit Sharing Retirement PlanGary Montalvo Profit Sharing…$1MGrass Manufacturing Co. Inc., Profit Sharing PlanGrass Manufacturing Co. Inc.…$1MStrategix Management, LLC Pw PlanStrategix Management, LLC Pw…$1MOpi New York Inc. Retirement PlanOpi New York Inc. Retirement…$1M
End-of-year total assets ($M) among Sperry & Associates, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sperry & Associates, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Sperry & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $4.14M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 80 $4M
2023 2 74 $4M
2024 1 37 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$296K
Employer EIN591481055
Plan Effective Date1975-05-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Sperry & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Sperry & Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.001167829 · Participants: 37Sperry & Associates, Inc. Profit Sharing 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
Sperry & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Sperry & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Sperry & Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Gary Montalvo Profit Sharing Retirement Plan in PR ($1M); by covered participants it is Torrence's Farm Implements Profit Sharing Plan II in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Sperry & Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Sperry & Associates, Inc. Profit Sharing Plan declined sharply - down 20.2% during 2023, from $1M to $1M. Reported net income was -$296K.
Where does Sperry & Associates, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sperry & Associates, Inc. Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Sperry & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gary Montalvo Profit Sharing Retirement Plan in PR ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Sperry & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Torrence's Farm Implements Profit Sharing Plan II in CA (37 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 591481055.

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.