401(k) · DOL Form 5500 · 2023

Flaherty Scoops 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
24th
Percentile by assets National rank
$218,194
Avg per participant Above avg balance/head
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Official DOL plan name: Flaherty Scoops Retirement Plan · Sponsored by Flaherty Scoops · Florida · Retail Trade

$1M in assets, 5 participants

Flaherty Scoops's Flaherty Scoops Retirement Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,091 in Retail Trade (8,414 peers)

Flaherty Scoops multi-year trail

Flaherty Scoops's plans moved +40.1% in assets from 2022 to 2024; this filing shows Flaherty Scoops Retirement Plan at $1M / 5 participants.

#3,091
in Retail Trade (8,414 peers)
+45.4%
assets growth YoY

Flaherty Scoops Retirement Plan among the smaller filed plans by assets

Flaherty Scoops Retirement Plan vs every filed plan by assets

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

$1,090,968 24th percentile higher than 24% 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

Flaherty Scoops 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. Flaherty Scoops Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Flaherty Scoops Retirement Plan end-of-year assets rose from $750K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Flaherty Scoops Retirement Plan reported net income fell from $538K in the plan year 2022 filing to $341K in the plan year 2023 filing.
  • Flaherty Scoops Retirement Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 844315032 · Flaherty Scoops PY 2023 · 401(k)

Flaherty Scoops Retirement Plan · $1M · 5 · 24th

  • ASSETS $1M
  • PCT 5
  • EIN 24th
  • RANK 401(k)
  • PHOTO near Omnicare Medical Group 401(k) Plan
  • IND ind #3091

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 →

Flaherty Scoops Retirement Plan in the asset neighbourhood

Flaherty Scoops Retirement PlanFlaherty Scoops Retirement P…$1MOmnicare Medical Group 401(k) PlanOmnicare Medical Group 401(k…$1MLi Creative Technologies, Inc. 401(k) PlanLi Creative Technologies, In…$1MCompass Companies, Inc. Retirement PlanCompass Companies, Inc. Reti…$1MThomas W. Sanders Aoc Profit Sharing PlanThomas W. Sanders Aoc Profit…$1M
End-of-year total assets ($M) among Flaherty Scoops Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Flaherty Scoops multi-year asset trail

Sponsor-wide plan assets over time

All Flaherty Scoops plans reported in each filing year

Latest sponsor-wide plan assets
$1M 40.08688004690457% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.75M $1.05M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 4 $750K
2023 1 5 $1M
2024 1 8 $1M

Flaherty Scoops filing trail (2023)

Total Assets (Beginning of Year)$750K
Net Assets (End of Year)$1M
Net Income$341K
Employer EIN844315032
Plan Effective Date2020-01-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Flaherty Scoops Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Flaherty Scoops Retirement Plan, Total assets ($B): 0.001090968 · Participants: 5Flaherty Scoops Retirement 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
Flaherty Scoops Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Flaherty Scoops Retirement Plan side-by-side with 3 peers →

Flaherty Scoops Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Omnicare Medical Group 401(k) Plan in NJ ($1M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Flaherty Scoops Retirement Plan assets move in 2023? ▼
Flaherty Scoops Retirement Plan surged - up 45.4% during 2023, from $750K to $1M. Reported net income was $341K.
How have Flaherty Scoops plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flaherty Scoops's sponsor-wide assets grew 40.1%, from $750K to $1M.
Where does Flaherty Scoops Retirement Plan rank by assets among Form 5500 filers? ▼
Flaherty Scoops Retirement Plan ranks in the 24th 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 401(k) plans are similar in size to Flaherty Scoops Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Omnicare Medical Group 401(k) Plan in NJ ($1M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Flaherty Scoops Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 844315032.

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.