401(k) · DOL Form 5500 · 2023

Walborsky Bradley & Fleming, PLLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
24
Participants Small participant base
58th
Percentile by assets National rank
$412,006
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Walborsky Bradley & Fleming, PLLC Profit Sharing Plan · Sponsored by Walborsky Bradley & Fleming, PLLC · Florida · Professional & Technical Services

$10M in assets, 24 participants

Walborsky Bradley & Fleming, PLLC's Walborsky Bradley & Fleming, PLLC Profit Sharing Plan reported $10M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,565 in Professional & Technical Services (20,321 peers)

Walborsky Bradley & Fleming, PLLC multi-year trail

Walborsky Bradley & Fleming, PLLC's plans moved +40.9% in assets from 2022 to 2024; this filing shows Walborsky Bradley & Fleming, PLLC Profit Sharing Plan at $10M / 24 participants.

#11,565
in Professional & Technical Services (20,321 peers)
+17.4%
assets growth YoY

Walborsky Bradley & Fleming, PLLC Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Walborsky Bradley & Fleming, PLLC Profit Sharing Plan vs every filed plan by assets

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

$9,888,149 Top 42% higher than 58% 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

Walborsky Bradley & Fleming, PLLC 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. Walborsky Bradley & Fleming, PLLC Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walborsky Bradley & Fleming, PLLC Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Walborsky Bradley & Fleming, PLLC Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Walborsky Bradley & Fleming, PLLC Profit Sharing Plan reported participants rose from 22 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464304553 · Walborsky Bradley & Fleming, PLLC PY 2023 · 401(k)

Walborsky Bradley & Fleming, PLLC Profit Sharing Plan · $10M · 24 · 58th

  • NET $10M
  • BOOK 24
  • VS-ST 58th
  • BOY 401(k)
  • SCH near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired
  • EBSA ind #11565

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 Professional & Technical Services retirement plans → · Plans in Florida →

Walborsky Bradley & Fleming, PLLC Profit Sharing Plan in the asset neighbourhood

Walborsky Bradley & Fleming, PLLC Profit Sharing PlanWalborsky Bradley & Fleming,…$10MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually ImpairedSafe-Harbor 401(k) Profit Sh…$10MOak View Group LLC 401(k) Profit Sharing Plan and TrustOak View Group LLC 401(k) Pr…$10MAbsolut Retirement Savings PlanAbsolut Retirement Savings P…$10MNextpoint Financial 401(k) PlanNextpoint Financial 401(k) P…$10M
End-of-year total assets ($M) among Walborsky Bradley & Fleming, PLLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Walborsky Bradley & Fleming, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Walborsky Bradley & Fleming, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.94075955931607% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.42M $11.9M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 22 $8M
2023 1 24 $10M
2024 1 23 $12M

Walborsky Bradley & Fleming, PLLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN464304553
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Walborsky Bradley & Fleming, PLLC Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Walborsky Bradley & Fleming, PLLC Profit Sharing Plan, Total assets ($B): 0.009888149 · Participants: 24Walborsky Bradley & Fleming, PLLC Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Walborsky Bradley & Fleming, PLLC Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Walborsky Bradley & Fleming, PLLC Profit Sharing Plan side-by-side with 3 peers →

Walborsky Bradley & Fleming, PLLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired in CA ($10M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Walborsky Bradley & Fleming, PLLC Profit Sharing Plan assets move in 2023? ▼
Walborsky Bradley & Fleming, PLLC Profit Sharing Plan grew sharply - up 17.4% during 2023, from $8M to $10M. Reported net income was $1M.
How have Walborsky Bradley & Fleming, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walborsky Bradley & Fleming, PLLC's sponsor-wide assets grew 40.9%, from $8M to $12M.
Which 401(k) plans are similar in size to Walborsky Bradley & Fleming, PLLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired in CA ($10M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Walborsky Bradley & Fleming, PLLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 464304553.

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.