Profit Sharing · DOL Form 5500 · 2023

Patricelli-Persico, Inc. Profit Sharing Plan

Data updated 2026-08-25

$399K
Total assets Small plan by assets
7
Participants Small participant base
16th
Percentile by assets National rank
$57,037
Avg per participant Low balance/head
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Official DOL plan name: Patricelli-Persico, Inc. Retirement Plan · Sponsored by Patricelli-Persico, Inc. · Florida · Food Services & Accommodation

$399K in assets, 7 participants

Patricelli-Persico, Inc.'s Patricelli-Persico, Inc. Retirement Plan reported $399K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,635 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Patricelli-Persico, Inc. Retirement Plan ranks #1,635 of 3,828 2023 filers by assets (4900% of the sector average)-$399K for 7 participants.

#1,635
in Food Services & Accommodation (3,828 peers)
+15.1%
assets growth YoY

Patricelli-Persico, Inc. Retirement Plan among the smaller filed plans by assets

Patricelli-Persico, Inc. Retirement Plan vs every filed plan by assets

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

$399,256 16th percentile higher than 16% 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

Patricelli-Persico, 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. Patricelli-Persico, Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patricelli-Persico, Inc. Retirement Plan reported net income rose from -$162K in the plan year 2022 filing to $53K in the plan year 2023 filing.
  • Patricelli-Persico, Inc. Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Patricelli-Persico, Inc. Retirement Plan end-of-year assets rose from $347K in the plan year 2022 filing to $399K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 471361214 · Patricelli-Persico, Inc. PY 2023 · Profit Sharing

Patricelli-Persico, Inc. Retirement Plan · $399K · 7 · 16th

  • PHOTO $399K
  • IND 7
  • EOY 16th
  • 5500 Profit Sharing
  • ASSETS near Grapevine Concepts of Wausau, Inc. Retirement Plan
  • PCT ind #1635

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Patricelli-Persico, Inc. Retirement Plan in the asset neighbourhood

Patricelli-Persico, Inc. Retirement PlanPatricelli-Persico, Inc. Ret…$399KGrapevine Concepts of Wausau, Inc. Retirement PlanGrapevine Concepts of Wausau…$399KFast Saenz Inc. Retirement PlanFast Saenz Inc. Retirement P…$399KEpilogue Ventures Incorporated Retirement PlanEpilogue Ventures Incorporat…$399KVinod B Patel Md PC$399K
End-of-year total assets ($M) among Patricelli-Persico, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$347K
Net Assets (End of Year)$399K
Net Income$53K
Employer EIN471361214
Plan Effective Date2014-07-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Patricelli-Persico, Inc.)

Sponsor-wide plan assets over time

All Patricelli-Persico, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$407K 17.383128513210682% vs 2022
2024 filing year
$0.34M$0.36M$0.38M$0.4M$0.42M 202220232024 $0.35M $0.41M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 6 $347K
2023 1 7 $399K
2024 1 6 $407K

Nearby Profit Sharing Plans in Florida

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

Patricelli-Persico, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Patricelli-Persico, Inc. Retirement Plan, Total assets ($B): 0.000399256 · Participants: 7Patricelli-Persico, 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
Patricelli-Persico, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Patricelli-Persico, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Profit Sharing by assets is Grapevine Concepts of Wausau, Inc. Retirement Plan in WI ($399K); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($399K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Patricelli-Persico, Inc. Retirement Plan assets move in 2023? ▼
Patricelli-Persico, Inc. Retirement Plan grew sharply - up 15.1% during 2023, from $347K to $399K. Reported net income was $53K.
How have Patricelli-Persico, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patricelli-Persico, Inc.'s sponsor-wide assets grew 17.4%, from $347K to $407K.
Where does Patricelli-Persico, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Patricelli-Persico, Inc. Retirement Plan ranks in the 16th 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 Patricelli-Persico, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Grapevine Concepts of Wausau, Inc. Retirement Plan in WI ($399K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Patricelli-Persico, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 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 471361214.

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.