Profit Sharing · DOL Form 5500 · 2023

Dione & Soares, Inc. Profit Sharing Plan

Data updated 2026-08-25

$334K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$167,214
Avg per participant Above avg balance/head
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Official DOL plan name: Dione & Soares, Inc. Retirement Plan · Sponsored by Dione & Soares, Inc. · Connecticut · Educational Services

$334K in assets, 2 participants

Dione & Soares, Inc.'s Dione & Soares, Inc. Retirement Plan reported $334K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #402 in Educational Services (3,735 peers)

Dione & Soares, Inc. multi-year trail

Dione & Soares, Inc.'s plans moved +307.0% in assets from 2022 to 2024; this filing shows Dione & Soares, Inc. Retirement Plan at $334K / 2 participants.

#402
in Educational Services (3,735 peers)
+212.8%
assets growth YoY

Dione & Soares, Inc. Retirement Plan among the smaller filed plans by assets

Dione & Soares, Inc. Retirement Plan vs every filed plan by assets

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

$334,427 15th percentile higher than 15% 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

Dione & Soares, Inc. Retirement 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. Dione & Soares, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dione & Soares, Inc. Retirement Plan reported net income rose from $37K in the plan year 2022 filing to $228K in the plan year 2023 filing.
  • Dione & Soares, Inc. Retirement Plan end-of-year assets rose from $107K in the plan year 2022 filing to $334K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463199795 · Dione & Soares, Inc. PY 2023 · Profit Sharing

Dione & Soares, Inc. Retirement Plan · $334K · 2 · 15th

  • VS-ST $334K
  • VS-ST 2
  • VS-ST 15th
  • VS-ST Profit Sharing
  • VS-ST near Exclusive Electronics, Inc. Profit Sharing Plan
  • VS-ST ind #402

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 Educational Services retirement plans → · Plans in Connecticut →

Dione & Soares, Inc. Retirement Plan in the asset neighbourhood

Dione & Soares, Inc. Retirement PlanDione & Soares, Inc. Retirem…$334KExclusive Electronics, Inc. Profit Sharing PlanExclusive Electronics, Inc. …$334KLifelong Fitness Hw Corporation Profit Sharing PlanLifelong Fitness Hw Corporat…$334K1018 Ventures Inc. Retirement Plan1018 Ventures Inc. Retiremen…$335KK&a Company, Inc. Retirement PlanK&a Company, Inc. Retirement…$334K
End-of-year total assets ($M) among Dione & Soares, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Dione & Soares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dione & Soares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$435K 306.9505363472275% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.11M $0.44M ▲ +300.0%
Year Plans Participants Total Assets
2022 1 2 $107K
2023 1 2 $334K
2024 1 2 $435K

Dione & Soares, Inc. filing trail (2023)

Total Assets (Beginning of Year)$107K
Net Assets (End of Year)$334K
Net Income$228K
Employer EIN463199795
Plan Effective Date2013-07-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Connecticut

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

Dione & Soares, Inc. Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Dione & Soares, Inc. Retirement Plan, Total assets ($B): 0.000334427 · Participants: 2Dione & Soares, Inc. Retirement PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity Plan
Dione & Soares, Inc. Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Dione & Soares, Inc. Retirement Plan side-by-side with 3 peers →

Dione & Soares, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Exclusive Electronics, Inc. Profit Sharing Plan in TN ($334K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Dione & Soares, Inc. Retirement Plan assets move in 2023? ▼
Dione & Soares, Inc. Retirement Plan surged - up 212.8% during 2023, from $107K to $334K. Reported net income was $228K.
How have Dione & Soares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dione & Soares, Inc.'s sponsor-wide assets grew 307.0%, from $107K to $435K.
Where does Dione & Soares, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Dione & Soares, Inc. Retirement Plan ranks in the 15th 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 Dione & Soares, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Exclusive Electronics, Inc. Profit Sharing Plan in TN ($334K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Dione & Soares, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 463199795.

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.