Profit Sharing · DOL Form 5500 · 2023

The Dolphin & Roanoke Company Profit Sharing Plan

Data updated 2026-08-25

$750K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$375,000
Avg per participant High balance/head
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Official DOL plan name: The Dolphin & Roanoke Company Retirement Plan · Sponsored by The Dolphin & Roanoke Company · Florida · Other Services

$750K in assets, 2 participants

The Dolphin & Roanoke Company's The Dolphin & Roanoke Company Retirement Plan reported $750K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,492 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, The Dolphin & Roanoke Company Retirement Plan ranks #3,492 of 7,857 2023 filers by assets (2676% of the sector average)-$750K for 2 participants.

#3,492
in Other Services (7,857 peers)
+2900.0%
assets growth YoY

The Dolphin & Roanoke Company Retirement Plan among the smaller filed plans by assets

The Dolphin & Roanoke Company Retirement Plan vs every filed plan by assets

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

$750,000 21st percentile higher than 21% 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

The Dolphin & Roanoke Company 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. The Dolphin & Roanoke Company Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Dolphin & Roanoke Company Retirement Plan end-of-year assets rose from $25K in the plan year 2022 filing to $750K in the plan year 2023 filing.
  • The Dolphin & Roanoke Company Retirement Plan reported net income rose from -$145K in the plan year 2022 filing to $725K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 863591032 · The Dolphin & Roanoke Company PY 2023 · Profit Sharing

The Dolphin & Roanoke Company Retirement Plan · $750K · 2 · 21st

  • EBSA $750K
  • EBSA 2
  • EBSA 21st
  • EBSA Profit Sharing
  • EBSA near Axiom Enterprises Holdings, Inc. Retirement Plan
  • EBSA ind #3492

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 Other Services retirement plans → · Plans in Florida →

The Dolphin & Roanoke Company Retirement Plan in the asset neighbourhood

The Dolphin & Roanoke Company Retirement PlanThe Dolphin & Roanoke Compan…$750KAxiom Enterprises Holdings, Inc. Retirement PlanAxiom Enterprises Holdings, …$750KKinetrx Inc. Retirement Plan$750KMusic City Graphics Inc. Retirement PlanMusic City Graphics Inc. Ret…$750KBilly Eichner Inc Profit Sharing PlanBilly Eichner Inc Profit Sha…$750K
End-of-year total assets ($M) among The Dolphin & Roanoke Company Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$25K
Net Assets (End of Year)$750K
Net Income$725K
Employer EIN863591032
Plan Effective Date2021-06-08
Filing StatusFILING RECEIVED

Sponsor Plan History (The Dolphin & Roanoke Company)

Sponsor-wide plan assets over time

All The Dolphin & Roanoke Company plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M 202220232024 $0.03M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $25K
2023 1 2 $750K
2024 1 2 N/A

Nearby Profit Sharing Plans in Florida

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

The Dolphin & Roanoke Company Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants The Dolphin & Roanoke Company Retirement Plan, Total assets ($B): 0.00075 · Participants: 2The Dolphin & Roanoke Company 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
The Dolphin & Roanoke Company Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants

The Dolphin & Roanoke Company Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Axiom Enterprises Holdings, Inc. Retirement Plan in TX ($750K); 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 ($750K 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.

Frequently Asked Questions

How did The Dolphin & Roanoke Company Retirement Plan assets move in 2023?
The Dolphin & Roanoke Company Retirement Plan surged - up 2900.0% during 2023, from $25K to $750K. Reported net income was $725K.
Where does The Dolphin & Roanoke Company Retirement Plan rank by assets among Form 5500 filers?
The Dolphin & Roanoke Company Retirement Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to The Dolphin & Roanoke Company Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Axiom Enterprises Holdings, Inc. Retirement Plan in TX ($750K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to The Dolphin & Roanoke Company Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).