Profit Sharing · DOL Form 5500 · 2023
Ronald S Gelber Cpa PA Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $536,642
- Avg per participant High balance/head
Official DOL plan name: Gelber & Company Employee Benefit Plan · Sponsored by Ronald S Gelber Cpa PA · Florida · Professional & Technical Services
$4M in assets, 7 participants
Ronald S Gelber Cpa PA's Gelber & Company Employee Benefit Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,402 in Professional & Technical Services (20,321 peers)
2023 asset change
Gelber & Company Employee Benefit Plan grew at a solid clip 11.6% in 2023 ($3M → $4M) for 7 participants.
- #7,402
- in Professional & Technical Services (20,321 peers)
- +11.6%
- assets growth YoY
Gelber & Company Employee Benefit Plan's mid-pack asset rank among Professional & Technical Services and all filers
Gelber & Company Employee Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,756,495 39th percentile higher than 39% 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
Gelber & Company Employee Benefit 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. Gelber & Company Employee Benefit Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gelber & Company Employee Benefit Plan reported net income rose from $92K in the plan year 2022 filing to $389K in the plan year 2023 filing.
- Gelber & Company Employee Benefit Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- Gelber & Company Employee Benefit Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 592508923 · Ronald S Gelber Cpa PA PY 2023 · Profit Sharing
Gelber & Company Employee Benefit Plan · $4M · 7 · 39th
- TYPE $4M
- TYPE 7
- TYPE 39th
- TYPE Profit Sharing
- TYPE near Peter Asher Management Profit Sharing Plan
- TYPE ind #7402
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 →
Gelber & Company Employee Benefit Plan in the asset neighbourhood
Ronald S Gelber Cpa PA years around the 2023 move
Sponsor-wide plan assets over time
All Ronald S Gelber Cpa PA plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $3M |
| 2023 | 1 | 7 | $4M |
| 2024 | 1 | 7 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $389K |
| Employer EIN | 592508923 |
| Plan Effective Date | 1985-11-01 |
| 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
Gelber & Company Employee Benefit Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Peter Asher Management Profit Sharing Plan in CA ($4M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.