Profit Sharing · DOL Form 5500 · 2023

Ridgeline Trails, Inc. Profit Sharing Plan

Data updated 2026-08-25

$367K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$91,703
Avg per participant Below avg balance/head
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Official DOL plan name: Ridgeline Trails, Inc. Retirement Plan · Sponsored by Ridgeline Trails, Inc. · Florida · Retail Trade

$367K in assets, 4 participants

Ridgeline Trails, Inc.'s Ridgeline Trails, Inc. Retirement Plan reported $367K in total assets and 4 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.

  • #2,094 in Retail Trade (8,414 peers)

2023 asset change

Ridgeline Trails, Inc. Retirement Plan contracted severely 32.8% in 2023 ($546K → $367K) for 4 participants.

#2,094
in Retail Trade (8,414 peers)
-32.8%
assets change YoY

The plan reported a net loss of $179K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ridgeline Trails, Inc. Retirement Plan among the smaller filed plans by assets

Ridgeline Trails, Inc. Retirement Plan vs every filed plan by assets

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

$366,813 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

Ridgeline Trails, 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. Ridgeline Trails, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ridgeline Trails, Inc. Retirement Plan reported net income fell from $186K in the plan year 2022 filing to -$179K in the plan year 2023 filing.
  • Ridgeline Trails, Inc. Retirement Plan reported participants fell from 15 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Ridgeline Trails, Inc. Retirement Plan end-of-year assets fell from $546K in the plan year 2022 filing to $367K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 823045520 · Ridgeline Trails, Inc. PY 2023 · Profit Sharing

Ridgeline Trails, Inc. Retirement Plan · $367K · 4 · 15th

  • BOOK $367K
  • BOOK 4
  • BOOK 15th
  • BOOK Profit Sharing
  • BOOK near A D & J Management Group, Inc. Profit Sharing Plan
  • BOOK ind #2094

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 Retail Trade retirement plans → · Plans in Florida →

Ridgeline Trails, Inc. Retirement Plan in the asset neighbourhood

Ridgeline Trails, Inc. Retirement PlanRidgeline Trails, Inc. Retir…$367KA D & J Management Group, Inc. Profit Sharing PlanA D & J Management Group, In…$367KJireh Retirement Plan$367KAlmacenes Kress Retirement PlanAlmacenes Kress Retirement P…$367KBosworth, Gray & Fuller Profit Sharing PlanBosworth, Gray & Fuller Prof…$367K
End-of-year total assets ($M) among Ridgeline Trails, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ridgeline Trails, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Ridgeline Trails, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.55M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 15 $546K
2023 1 4 $367K
2024 1 1 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$546K
Net Assets (End of Year)$367K
Net Income-$179K
Employer EIN823045520
Plan Effective Date2017-10-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Ridgeline Trails, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Ridgeline Trails, Inc. Retirement Plan, Total assets ($B): 0.000366813 · Participants: 4Ridgeline Trails, Inc. Retirement 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
Ridgeline Trails, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Ridgeline Trails, Inc. Retirement Plan side-by-side with 3 peers →

Ridgeline Trails, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is A D & J Management Group, Inc. Profit Sharing Plan in TN ($367K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($367K here).

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 Ridgeline Trails, Inc. Retirement Plan assets move in 2023? ▼
Ridgeline Trails, Inc. Retirement Plan contracted severely - down 32.8% during 2023, from $546K to $367K. Reported net income was -$179K.
Where does Ridgeline Trails, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Ridgeline Trails, 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 Ridgeline Trails, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is A D & J Management Group, Inc. Profit Sharing Plan in TN ($367K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Ridgeline Trails, Inc. Retirement 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 823045520.

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.