Profit Sharing · DOL Form 5500 · 2023

A & a Transfer & Storage, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
29th
Percentile by assets National rank
$351,864
Avg per participant High balance/head
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Official DOL plan name: A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust · Sponsored by A & a Transfer & Storage, Inc. · Florida · Transportation & Warehousing

$2M in assets, 5 participants

A & a Transfer & Storage, Inc.'s A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #965 in Transportation & Warehousing (3,362 peers)

2023 asset change

A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust contracted severely 44.3% in 2023 ($3M → $2M) for 5 participants.

#965
in Transportation & Warehousing (3,362 peers)
-44.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust among the smaller filed plans by assets

A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,759,318 29th percentile higher than 29% 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

A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591215476 · A & a Transfer & Storage, Inc. PY 2023 · Profit Sharing

A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust · $2M · 5 · 29th

  • ASSETS $2M
  • ASSETS 5
  • ASSETS 29th
  • ASSETS Profit Sharing
  • ASSETS near Tabak, Mellusi & Shisha Profit Sharing Plan
  • ASSETS ind #965

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 Transportation & Warehousing retirement plans → · Plans in Florida →

A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust in the asset neighbourhood

A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & TrustA & a Transfer & Storage, In…$2MTabak, Mellusi & Shisha Profit Sharing PlanTabak, Mellusi & Shisha Prof…$2MTone Shop Guitars, Inc. Profit Sharing PlanTone Shop Guitars, Inc. Prof…$2MJames Farina Corporation Profit-Sharing PlanJames Farina Corporation Pro…$2MManus Servientes of Texas Corporation Profit Sharing PlanManus Servientes of Texas Co…$2M
End-of-year total assets ($M) among A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

A & a Transfer & Storage, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All A & a Transfer & Storage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $3.33M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 47 $3M
2023 2 35 $2M
2024 2 22 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN591215476
Plan Effective Date1972-12-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust, Total assets ($B): 0.001759318 · Participants: 5A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & TrustRetirement 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
A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust side-by-side with 3 peers →

A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Tabak, Mellusi & Shisha Profit Sharing Plan in NY ($2M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (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 A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust assets move in 2023? ▼
A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust contracted severely - down 44.3% during 2023, from $3M to $2M. Reported net income was -$1M.
Which Profit Sharing plans are similar in size to A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Tabak, Mellusi & Shisha Profit Sharing Plan in NY ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 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 591215476.

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.