Profit Sharing · DOL Form 5500 · 2023
Stephenson-Nelson Funeral Home, in Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $186,919
- Avg per participant Above avg balance/head
Official DOL plan name: S & N Funeral Home Simplified Psp · Sponsored by Stephenson-Nelson Funeral Home, in · Florida · Other Services
$1M in assets, 7 participants
Stephenson-Nelson Funeral Home, in's S & N Funeral Home Simplified Psp reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #4,002 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, S & N Funeral Home Simplified Psp ranks #4,002 of 7,857 2023 filers by assets (1534% of the sector average)-$1M for 7 participants.
- #4,002
- in Other Services (7,857 peers)
- +4.1%
- assets growth YoY
S & N Funeral Home Simplified Psp among the smaller filed plans by assets
S & N Funeral Home Simplified Psp vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,308,433 26th percentile higher than 26% 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
S & N Funeral Home Simplified Psp among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S & N Funeral Home Simplified Psp is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- S & N Funeral Home Simplified Psp reported net income rose from -$361K in the plan year 2022 filing to $51K in the plan year 2023 filing.
- S & N Funeral Home Simplified Psp end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 591144010 · Stephenson-Nelson Funeral Home, in PY 2023 · Profit Sharing
S & N Funeral Home Simplified Psp · $1M · 7 · 26th
- SCH $1M
- EBSA 7
- PART 26th
- TYPE Profit Sharing
- NET near J&l Investment Properties, Inc. Profit Sharing Plan and Trust
- BOOK ind #4002
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 →
S & N Funeral Home Simplified Psp in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $51K |
| Employer EIN | 591144010 |
| Plan Effective Date | 1992-12-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stephenson-Nelson Funeral Home, in)
Sponsor-wide plan assets over time
All Stephenson-Nelson Funeral Home, in plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 10.836313766418899% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $1M |
| 2023 | 1 | 7 | $1M |
| 2024 | 1 | 7 | $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
S & N Funeral Home Simplified Psp's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is J&l Investment Properties, Inc. Profit Sharing Plan and Trust in NJ ($1M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.