Profit Sharing · DOL Form 5500 · 2023

Bd Financial Associates Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$345,537
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bd Financial Associates Profit Sharing Plan · Sponsored by Bd Financial Associates Profit Sharing Plan · Florida · Finance & Insurance

$1M in assets, 4 participants

Bd Financial Associates Profit Sharing Plan's Bd Financial Associates Profit Sharing Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,555 in Finance & Insurance (8,869 peers)

2023 asset change

Bd Financial Associates Profit Sharing Plan surged 49.1% in 2023 ($927K → $1M) for 4 participants.

#1,555
in Finance & Insurance (8,869 peers)
+49.1%
assets growth YoY

Bd Financial Associates Profit Sharing Plan among the smaller filed plans by assets

Bd Financial Associates Profit Sharing Plan vs every filed plan by assets

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

$1,382,146 27th percentile higher than 27% 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

Bd Financial Associates Profit Sharing Plan among micro filed plans by headcount

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

DOL schedule card

Filing strip 921983713 · Bd Financial Associates Profit Sharing Plan PY 2023 · Profit Sharing

Bd Financial Associates Profit Sharing Plan · $1M · 4 · 27th

  • EIN $1M
  • RANK 4
  • PHOTO 27th
  • IND Profit Sharing
  • EOY near Thygerson Enterprises Inc. Retirement Plan
  • 5500 ind #1555

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 Finance & Insurance retirement plans → · Plans in Florida →

Bd Financial Associates Profit Sharing Plan in the asset neighbourhood

Bd Financial Associates Profit Sharing PlanBd Financial Associates Prof…$1MThygerson Enterprises Inc. Retirement PlanThygerson Enterprises Inc. R…$1MSharon Ragland-Keys Enterprises, Inc. Profit Sharing PlanSharon Ragland-Keys Enterpri…$1MCoronet Coin Galleries, Inc. Profit Sharing PlanCoronet Coin Galleries, Inc.…$1MDavid a. Jacoby, M.D., Money Purchase Pension PlanDavid a. Jacoby, M.D., Money…$1M
End-of-year total assets ($M) among Bd Financial Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bd Financial Associates Profit Sharing Plan years around the 2023 move

Sponsor-wide plan assets over time

All Bd Financial Associates Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M$2M 20232024 $1.38M $0M ▼ -100.0%
Year Plans Participants Total Assets
2023 1 4 $1M
2024 1 4 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$927K
Net Assets (End of Year)$1M
Net Income$455K
Employer EIN921983713
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Bd Financial Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Bd Financial Associates Profit Sharing Plan, Total assets ($B): 0.001382146 · Participants: 4Bd Financial Associates 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
Bd Financial Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Bd Financial Associates Profit Sharing Plan side-by-side with 3 peers →

Bd Financial Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Thygerson Enterprises Inc. Retirement Plan in MO ($1M); 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 Bd Financial Associates Profit Sharing Plan assets move in 2023? ▼
Bd Financial Associates Profit Sharing Plan surged - up 49.1% during 2023, from $927K to $1M. Reported net income was $455K.
Which Profit Sharing plans are similar in size to Bd Financial Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Thygerson Enterprises Inc. Retirement Plan in MO ($1M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Bd Financial Associates Profit Sharing Plan? ▼
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 921983713.

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.