Profit Sharing · DOL Form 5500 · 2023
Palm Coast Enterprises, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $683K
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $62,105
- Avg per participant Low balance/head
Official DOL plan name: Palm Coast Enterprises, Inc. Profit Sharing Plan · Sponsored by Palm Coast Enterprises, Inc. · Georgia · Retail Trade
$683K in assets, 11 participants
Palm Coast Enterprises, Inc.'s Palm Coast Enterprises, Inc. Profit Sharing Plan reported $683K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #2,706 in Retail Trade (8,414 peers)
2023 asset change
Palm Coast Enterprises, Inc. Profit Sharing Plan pulled back noticeably 10.1% in 2023 ($760K → $683K) for 11 participants.
- #2,706
- in Retail Trade (8,414 peers)
- -10.1%
- assets change YoY
The plan reported a net loss of $76K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Palm Coast Enterprises, Inc. Profit Sharing Plan among the smaller filed plans by assets
Palm Coast Enterprises, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$683,160 20th percentile higher than 20% 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
Palm Coast Enterprises, Inc. 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. Palm Coast Enterprises, Inc. Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Palm Coast Enterprises, Inc. Profit Sharing Plan reported net income fell from $18K in the plan year 2022 filing to -$76K in the plan year 2023 filing.
- Palm Coast Enterprises, Inc. Profit Sharing Plan reported participants fell from 14 in the plan year 2022 filing to 11 in the plan year 2023 filing.
- Palm Coast Enterprises, Inc. Profit Sharing Plan end-of-year assets fell from $760K in the plan year 2022 filing to $683K in the plan year 2023 filing.
DOL schedule card
Filing strip 270381296 · Palm Coast Enterprises, Inc. PY 2023 · Profit Sharing
Palm Coast Enterprises, Inc. Profit Sharing Plan · $683K · 11 · 20th
- NET $683K
- NET 11
- NET 20th
- NET Profit Sharing
- NET near Madison Partners, L.L.C. 401(k) Plan
- NET ind #2706
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 Georgia →
Palm Coast Enterprises, Inc. Profit Sharing Plan in the asset neighbourhood
Palm Coast Enterprises, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Palm Coast Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $757K 0.31333806412371323% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $760K |
| 2023 | 1 | 11 | $683K |
| 2024 | 1 | 12 | $757K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $760K |
|---|---|
| Net Assets (End of Year) | $683K |
| Net Income | -$76K |
| Employer EIN | 270381296 |
| Plan Effective Date | 2009-06-10 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory University Retirement Plan $4.9B · 18,725
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.4B · 20,830
- The Emory Clinic, Inc. Retirement Savings Plan $875M · 2,588
- Childrens Healthcare of Atlanta Growth Plan $344M · 12,194
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan $181M · 2,508
Palm Coast Enterprises, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Georgia, the nearest Profit Sharing by assets is Madison Partners, L.L.C. 401(k) Plan in TX ($683K); by covered participants it is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($683K here).
- Madison Partners, L.L.C. 401(k) Plan (TX) $683K · 8
- Charles E. Walters & Co. Inc. Psp (AL) $683K · 1
- Piscina, Inc. Retirement Plan (TX) $683K · 6
- Ascorp Inc. Profit Sharing Plan (MA) $683K · 3
Similar participant headcount
Nearest other-state filings by covered participants (11 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.