Profit Sharing · DOL Form 5500 · 2023

O.B. Atwell & Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
34th
Percentile by assets National rank
$916,942
Avg per participant High balance/head
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Official DOL plan name: O.B. Atwell & Company, Inc. Profit Sharing Plan · Sponsored by O.B. Atwell & Company, Inc. · Florida · Real Estate

$3M in assets, 3 participants

O.B. Atwell & Company, Inc.'s O.B. Atwell & Company, Inc. Profit Sharing Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,563 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, O.B. Atwell & Company, Inc. Profit Sharing Plan ranks #2,563 of 4,727 2023 filers by assets (944% of the sector average)-$3M for 3 participants.

#2,563
in Real Estate (4,727 peers)
+10.1%
assets growth YoY

O.B. Atwell & Company, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

O.B. Atwell & Company, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,750,826 34th percentile higher than 34% 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

O.B. Atwell & Company, Inc. Profit Sharing 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. O.B. Atwell & Company, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O.B. Atwell & Company, Inc. Profit Sharing Plan reported net income rose from -$52K in the plan year 2022 filing to $253K in the plan year 2023 filing.
  • O.B. Atwell & Company, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 314373182 · O.B. Atwell & Company, Inc. PY 2023 · Profit Sharing

O.B. Atwell & Company, Inc. Profit Sharing Plan · $3M · 3 · 34th

  • IND $3M
  • IND 3
  • IND 34th
  • IND Profit Sharing
  • IND near Misch Bros Inc Profit Sharing Plan
  • IND ind #2563

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 Real Estate retirement plans → · Plans in Florida →

O.B. Atwell & Company, Inc. Profit Sharing Plan in the asset neighbourhood

O.B. Atwell & Company, Inc. Profit Sharing PlanO.B. Atwell & Company, Inc. …$3MMisch Bros Inc Profit Sharing PlanMisch Bros Inc Profit Sharin…$3MOhio Valley Supermarkets, Inc. Profit Sharing PlanOhio Valley Supermarkets, In…$3MSimon P. Morris, D.D.S. 401(k) Profit Sharing PlanSimon P. Morris, D.D.S. 401(…$3MAnnette C. Lacasse Do PC Profit Sharing PlanAnnette C. Lacasse Do PC Pro…$3M
End-of-year total assets ($M) among O.B. Atwell & Company, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$253K
Employer EIN314373182
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O.B. Atwell & Company, Inc.)

Sponsor-wide plan assets over time

All O.B. Atwell & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.62448990703527% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.5M $3.49M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $3M
2024 1 3 $3M

Nearby Profit Sharing Plans in Florida

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

O.B. Atwell & Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants O.B. Atwell & Company, Inc. Profit Sharing Plan, Total assets ($B): 0.002750826 · Participants: 3O.B. Atwell & Company, Inc. Profit Sharing 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
O.B. Atwell & Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare O.B. Atwell & Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

O.B. Atwell & Company, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Misch Bros Inc Profit Sharing Plan in IL ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 O.B. Atwell & Company, Inc. Profit Sharing Plan assets move in 2023? ▼
O.B. Atwell & Company, Inc. Profit Sharing Plan grew at a solid clip - up 10.1% during 2023, from $2M to $3M. Reported net income was $253K.
How have O.B. Atwell & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O.B. Atwell & Company, Inc.'s sponsor-wide assets grew 39.6%, from $2M to $3M.
Which Profit Sharing plans are similar in size to O.B. Atwell & Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Misch Bros Inc Profit Sharing Plan in IL ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to O.B. Atwell & Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 314373182.

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.