Profit Sharing · DOL Form 5500 · 2023

Stephenson Nelson Funeral Home of Avon Park, Inc. Profit Sharing Plan

Data updated 2026-08-25

$519K
Total assets Small plan by assets
6
Participants Small participant base
18th
Percentile by assets National rank
$86,440
Avg per participant Below avg balance/head
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Official DOL plan name: Stephenson-Nelson-Smith Fun Hm Spsp · Sponsored by Stephenson Nelson Funeral Home of Avon Park, Inc. · Florida · Other Services

$519K in assets, 6 participants

Stephenson Nelson Funeral Home of Avon Park, Inc.'s Stephenson-Nelson-Smith Fun Hm Spsp reported $519K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,071 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Stephenson-Nelson-Smith Fun Hm Spsp ranks #3,071 of 7,857 2023 filers by assets (3870% of the sector average)-$519K for 6 participants.

#3,071
in Other Services (7,857 peers)
+0.5%
assets growth YoY

Stephenson-Nelson-Smith Fun Hm Spsp among the smaller filed plans by assets

Stephenson-Nelson-Smith Fun Hm Spsp vs every filed plan by assets

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

$518,642 18th percentile higher than 18% 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

Stephenson-Nelson-Smith Fun Hm Spsp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephenson-Nelson-Smith Fun Hm Spsp is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stephenson-Nelson-Smith Fun Hm Spsp reported net income rose from -$142K in the plan year 2022 filing to $3K in the plan year 2023 filing.
  • Stephenson-Nelson-Smith Fun Hm Spsp reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591059068 · Stephenson Nelson Funeral Home of Avon Park, Inc. PY 2023 · Profit Sharing

Stephenson-Nelson-Smith Fun Hm Spsp · $519K · 6 · 18th

  • EIN $519K
  • EIN 6
  • EIN 18th
  • EIN Profit Sharing
  • EIN near Rj Reyes Perez Retirement Plabn
  • EIN ind #3071

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 →

Stephenson-Nelson-Smith Fun Hm Spsp in the asset neighbourhood

Stephenson-Nelson-Smith Fun Hm SpspStephenson-Nelson-Smith Fun …$519KRj Reyes Perez Retirement PlabnRj Reyes Perez Retirement Pl…$519KFive Tales Hospitality Co. Retirement PlanFive Tales Hospitality Co. R…$518KIndustrial Fittings and Valves, Inc. Profit Sharing PlanIndustrial Fittings and Valv…$518KGrayduck Inc. Retirement Plan$518K
End-of-year total assets ($M) among Stephenson-Nelson-Smith Fun Hm Spsp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$516K
Net Assets (End of Year)$519K
Net Income$3K
Employer EIN591059068
Plan Effective Date1992-12-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephenson Nelson Funeral Home of Avon Park, Inc.)

Sponsor-wide plan assets over time

All Stephenson Nelson Funeral Home of Avon Park, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$516K 0.007944227646687256% vs 2022
2024 filing year
$0.52M 202220232024 $0.52M $0.52M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 5 $516K
2023 1 6 $519K
2024 1 6 $516K

Nearby Profit Sharing Plans in Florida

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

Stephenson-Nelson-Smith Fun Hm Spsp vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Stephenson-Nelson-Smith Fun Hm Spsp, Total assets ($B): 0.000518642 · Participants: 6Stephenson-Nelson-Smith Fun Hm SpspRetirement 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
Stephenson-Nelson-Smith Fun Hm Spsp vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Stephenson-Nelson-Smith Fun Hm Spsp side-by-side with 3 peers →

Stephenson-Nelson-Smith Fun Hm Spsp's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Rj Reyes Perez Retirement Plabn in PR ($519K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($519K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Stephenson-Nelson-Smith Fun Hm Spsp assets move in 2023? ▼
Stephenson-Nelson-Smith Fun Hm Spsp held essentially flat - up 0.5% during 2023, from $516K to $519K. Reported net income was $3K.
How have Stephenson Nelson Funeral Home of Avon Park, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephenson Nelson Funeral Home of Avon Park, Inc.'s sponsor-wide assets declined 0.0%, from $516K to $516K.
Where does Stephenson-Nelson-Smith Fun Hm Spsp rank by assets among Form 5500 filers? ▼
Stephenson-Nelson-Smith Fun Hm Spsp ranks in the 18th 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 Stephenson-Nelson-Smith Fun Hm Spsp? ▼
Among Profit Sharing plans in other states, the closest by assets is Rj Reyes Perez Retirement Plabn in PR ($519K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Stephenson-Nelson-Smith Fun Hm Spsp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 591059068.

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.