Profit Sharing · DOL Form 5500 · 2023

Prager, Simon & Associates, LLP Profit Sharing Plan

Data updated 2026-08-11

$8M
Total assets
23
Participants
55th
Percentile by assets
$368,596
Avg per participant
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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.

  • 55th percentile by assets (of 127,072 plans)
  • #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.

$8M
total plan assets (2023 EOY)
23
covered participants
55th
percentile by assets (of 127,072 plans)
$368,596
avg assets per participant

Where Prager, Simon & Associates, LLP Profit Sharing Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Florida
Industry
Healthcare & Social Assistance

Prager, Simon & Associates, LLP across 3 plan years on file

Across the 3 plan years Prager, Simon & Associates, LLP has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $7M, a gain of 12.8%, while reported participants moved from 19 to 27 (+42.1%). Peak year by sponsor assets: 2023 ($8M); trough: 2022 ($7M).

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

$6M$7M$8M$9M 202220232024 $6.55M $7.39M ▲ +12.8%
Total plan assets by year, all Prager, Simon & Associates, LLP plans on file
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 ($B) Participants Prager, Simon & Asso…, Total assets ($B): 0.008477719 · Participants: 23Prager, Simon & Asso…Retirement Wealth Bu…, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Bu…Raymond James Financ…, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financ…Orlando Health, Inc.…, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc.…Shands Health Care M…, Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care M…American Maritime Of…, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Of…
Prager, Simon & Associates, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Prager, Simon & Associates, LLP Profit S… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Prager, Simon & Associates, LLP Profit Sharing Plan by total assets, not by location.

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).

Next read for Prager, Simon & Associates, LLP Profit S…

Multi-year trail

Ways to act on Prager, Simon & Associates, LLP Profit Sharing Plan's numbers.

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.