Profit Sharing · DOL Form 5500 · 2023

Prager, Simon & Associates, LLP Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
23
Participants Small participant base
55th
Percentile by assets National rank
$368,596
Avg per participant High balance/head
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Official DOL plan name: Prager, Simon & Associates, LLP Profit Sharing Plan · Sponsored by Prager, Simon & Associates, LLP · Florida · Healthcare & Social Assistance

$8M in assets, 23 participants

Prager, Simon & Associates, LLP's Prager, Simon & Associates, LLP Profit Sharing Plan reported $8M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,717 in Healthcare & Social Assistance (17,684 peers)

Prager, Simon & Associates, LLP multi-year trail

Prager, Simon & Associates, LLP's plans moved +12.8% in assets from 2022 to 2024; this filing shows Prager, Simon & Associates, LLP Profit Sharing Plan at $8M / 23 participants.

#10,717
in Healthcare & Social Assistance (17,684 peers)
+29.5%
assets growth YoY

Prager, Simon & Associates, LLP Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Prager, Simon & Associates, LLP Profit Sharing Plan vs every filed plan by assets

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

$8,477,719 Top 45% higher than 55% 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

Prager, Simon & Associates, LLP Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Prager, Simon & Associates, LLP Profit Sharing Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Prager, Simon & Associates, LLP Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Prager, Simon & Associates, LLP Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Prager, Simon & Associates, LLP Profit Sharing Plan reported participants rose from 19 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 651156897 · Prager, Simon & Associates, LLP PY 2023 · Profit Sharing

Prager, Simon & Associates, LLP Profit Sharing Plan · $8M · 23 · 55th

  • PHOTO $8M
  • PHOTO 23
  • PHOTO 55th
  • PHOTO Profit Sharing
  • PHOTO near Midland Emerg. Room Employee Profit Sharing Plan
  • PHOTO ind #10717

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Prager, Simon & Associates, LLP Profit Sharing Plan in the asset neighbourhood

Prager, Simon & Associates, LLP Profit Sharing PlanPrager, Simon & Associates, …$8MMidland Emerg. Room Employee Profit Sharing PlanMidland Emerg. Room Employee…$8MRuland Family Dentistry PA PspRuland Family Dentistry PA P…$8MCara Mia Solutions, Inc. Profit Sharing PlanCara Mia Solutions, Inc. Pro…$8MBeer Industry - Local Union No. 703 Individual Account PlanBeer Industry - Local Union …$8M
End-of-year total assets ($M) among Prager, Simon & Associates, LLP Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Prager, Simon & Associates, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Prager, Simon & Associates, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.815124895469948% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.55M $7.39M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 19 $7M
2023 1 23 $8M
2024 1 27 $7M

Prager, Simon & Associates, LLP filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN651156897
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Prager, Simon & Associates, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Prager, Simon & Associates, LLP Profit Sharing Plan, Total assets ($B): 0.008477719 · Participants: 23Prager, Simon & Associates, LLP 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
Prager, Simon & Associates, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Prager, Simon & Associates, LLP Profit Sharing Plan side-by-side with 3 peers →

Prager, Simon & Associates, LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Midland Emerg. Room Employee Profit Sharing Plan in MI ($8M); by covered participants it is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Prager, Simon & Associates, LLP Profit Sharing Plan assets move in 2023? ▼
Prager, Simon & Associates, LLP Profit Sharing Plan grew sharply - up 29.5% during 2023, from $7M to $8M. Reported net income was $2M.
How have Prager, Simon & Associates, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Prager, Simon & Associates, LLP's sponsor-wide assets grew 12.8%, from $7M to $7M.
Which Profit Sharing plans are similar in size to Prager, Simon & Associates, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Midland Emerg. Room Employee Profit Sharing Plan in MI ($8M, 27 participants).
Which Profit Sharing plans cover a similar participant headcount to Prager, Simon & Associates, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants, $12M 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 651156897.

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.