Profit Sharing · DOL Form 5500 · 2023
Romar Sunset LLC Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $4.2M
- Avg per participant High balance/head
Official DOL plan name: Romar Sunset Lls 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust · Sponsored by Romar Sunset LLC · Florida · Professional & Technical Services
$8M in assets, 2 participants
Romar Sunset LLC's Romar Sunset Lls 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust reported $8M in total assets and 2 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.
- #10,867 in Professional & Technical Services (20,321 peers)
Romar Sunset LLC multi-year trail
Romar Sunset LLC's plans moved +31.6% in assets from 2022 to 2024; this filing shows Romar Sunset Lls 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust at $8M / 2 participants.
- #10,867
- in Professional & Technical Services (20,321 peers)
- +14.2%
- assets growth YoY
Romar Sunset Lls 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Romar Sunset Lls 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,452,993 Top 45% higher than 55% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Romar Sunset Lls 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Romar Sunset Lls 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Romar Sunset Lls 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust reported net income rose from $778K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Romar Sunset Lls 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 710911213 · Romar Sunset LLC PY 2023 · Profit Sharing
Romar Sunset Lls 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust · $8M · 2 · 55th
- VS-ST $8M
- VS-ST 2
- VS-ST 55th
- VS-ST Profit Sharing
- VS-ST near The Kendal Corporation 401(a) Plan
- VS-ST ind #10867
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 Professional & Technical Services retirement plans → · Plans in Florida →
Romar Sunset Lls 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust in the asset neighbourhood
Romar Sunset LLC multi-year asset trail
Sponsor-wide plan assets over time
All Romar Sunset LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 31.582528966655595% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $7M |
| 2023 | 1 | 2 | $8M |
| 2024 | 1 | 2 | $10M |
Romar Sunset LLC filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 710911213 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Romar Sunset Lls 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is The Kendal Corporation 401(a) Plan in DE ($8M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.