Profit Sharing · DOL Form 5500 · 2023
Sheppard, White, Kachergus & Demaggio, P.a. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $629,846
- Avg per participant High balance/head
Official DOL plan name: Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement · Sponsored by Sheppard, White, Kachergus & Demaggio, P.a. · Florida · Professional & Technical Services
$4M in assets, 6 participants
Sheppard, White, Kachergus & Demaggio, P.a.'s Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement reported $4M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,428 in Professional & Technical Services (20,321 peers)
Sheppard, White, Kachergus & Demaggio, P.a. multi-year trail
Sheppard, White, Kachergus & Demaggio, P.a.'s plans moved +31.4% in assets from 2022 to 2024; this filing shows Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement at $4M / 6 participants.
- #7,428
- in Professional & Technical Services (20,321 peers)
- +16.6%
- assets growth YoY
Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement's mid-pack asset rank among Professional & Technical Services and all filers
Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,779,075 39th percentile higher than 39% 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
Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement reported net income rose from -$642K in the plan year 2022 filing to $539K in the plan year 2023 filing.
- Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 591788091 · Sheppard, White, Kachergus & Demaggio, P.a. PY 2023 · Profit Sharing
Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement · $4M · 6 · 39th
- EIN $4M
- RANK 6
- PHOTO 39th
- IND Profit Sharing
- EOY near Remington Investment Profit Sharing Plan
- 5500 ind #7428
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 →
Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement in the asset neighbourhood
Sheppard, White, Kachergus & Demaggio, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Sheppard, White, Kachergus & Demaggio, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 31.44690634161395% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $3M |
| 2023 | 1 | 6 | $4M |
| 2024 | 1 | 7 | $4M |
Sheppard, White, Kachergus & Demaggio, P.a. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $539K |
| Employer EIN | 591788091 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
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
Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Remington Investment Profit Sharing Plan in IL ($4M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.