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
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
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.
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
Other Services filing particulars
| Total Assets (Beginning of Year) | $25K |
|---|---|
| Net Assets (End of Year) | $750K |
| Net Income | $725K |
| Employer EIN | 863591032 |
| Plan Effective Date | 2021-06-08 |
| Filing Status | FILING 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
| 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.
- 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
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.