Profit Sharing · DOL Form 5500 · 2023

S&t Block G Incorporated Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
31st
Percentile by assets National rank
$672,333
Avg per participant High balance/head
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Official DOL plan name: S&t Block G Incorporated Retirement Plan · Sponsored by S&t Block G Incorporated · Florida · Wholesale Trade

$2M in assets, 3 participants

S&t Block G Incorporated's S&t Block G Incorporated Retirement Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,251 in Wholesale Trade (6,309 peers)

S&t Block G Incorporated multi-year trail

S&t Block G Incorporated's plans moved +717.0% in assets from 2022 to 2024; this filing shows S&t Block G Incorporated Retirement Plan at $2M / 3 participants.

#1,251
in Wholesale Trade (6,309 peers)
+426.3%
assets growth YoY

S&t Block G Incorporated Retirement Plan among the smaller filed plans by assets

S&t Block G Incorporated Retirement Plan vs every filed plan by assets

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

$2,017,000 31st percentile higher than 31% 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

S&t Block G Incorporated 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. S&t Block G Incorporated Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S&t Block G Incorporated Retirement Plan reported net income rose from -$137K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • S&t Block G Incorporated Retirement Plan end-of-year assets rose from $383K in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 851725411 · S&t Block G Incorporated PY 2023 · Profit Sharing

S&t Block G Incorporated Retirement Plan · $2M · 3 · 31st

  • PCT $2M
  • PCT 3
  • PCT 31st
  • PCT Profit Sharing
  • PCT near Fletcher Ranch, Inc. Profit Sharing Plan
  • PCT ind #1251

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 Wholesale Trade retirement plans → · Plans in Florida →

S&t Block G Incorporated Retirement Plan in the asset neighbourhood

S&t Block G Incorporated Retirement PlanS&t Block G Incorporated Ret…$2MFletcher Ranch, Inc. Profit Sharing PlanFletcher Ranch, Inc. Profit …$2MBlackwell Intelligence Solutions 401(k)Blackwell Intelligence Solut…$2MWolfe Distributing Amended and Restated Psp & TrustWolfe Distributing Amended a…$2MRobert F. Kennedy Center for Justice & Human Rights 403(b) PlanRobert F. Kennedy Center for…$2M
End-of-year total assets ($M) among S&t Block G Incorporated Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

S&t Block G Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All S&t Block G Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$3M 716.9664126240317% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.38M $3.13M ▲ +723.7%
Year Plans Participants Total Assets
2022 1 3 $383K
2023 1 3 $2M
2024 1 7 $3M

S&t Block G Incorporated filing trail (2023)

Total Assets (Beginning of Year)$383K
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN851725411
Plan Effective Date2020-08-24
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

S&t Block G Incorporated Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants S&t Block G Incorporated Retirement Plan, Total assets ($B): 0.002017 · Participants: 3S&t Block G Incorporated 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
S&t Block G Incorporated Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare S&t Block G Incorporated Retirement Plan side-by-side with 3 peers →

S&t Block G Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Fletcher Ranch, Inc. Profit Sharing Plan in KS ($2M); 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 S&t Block G Incorporated Retirement Plan assets move in 2023? ▼
S&t Block G Incorporated Retirement Plan surged - up 426.3% during 2023, from $383K to $2M. Reported net income was $2M.
How have S&t Block G Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S&t Block G Incorporated's sponsor-wide assets grew 717.0%, from $383K to $3M.
Which Profit Sharing plans are similar in size to S&t Block G Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fletcher Ranch, Inc. Profit Sharing Plan in KS ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to S&t Block G Incorporated Retirement 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 851725411.

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.