Profit Sharing · DOL Form 5500 · 2023
Palm Beach First Responders Foundation, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $12,299
- Avg per participant Low balance/head
Official DOL plan name: The Palm Beach First Responders Foundation Inc Sponsored Retirement Plan · Sponsored by Palm Beach First Responders Foundation, Inc. · Florida · Other Services
$2M in assets, 146 participants
Palm Beach First Responders Foundation, Inc.'s The Palm Beach First Responders Foundation Inc Sponsored Retirement Plan reported $2M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #4,260 in Other Services (7,857 peers)
Coverage in Florida
The Palm Beach First Responders Foundation Inc Sponsored Retirement Plan covers 146 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $2M.
- #4,260
- in Other Services (7,857 peers)
- +80.3%
- assets growth YoY
The Palm Beach First Responders Foundation Inc Sponsored Retirement Plan among the smaller filed plans by assets
The Palm Beach First Responders Foundation Inc Sponsored Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,795,649 29th percentile higher than 29% 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 Palm Beach First Responders Foundation Inc Sponsored Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Palm Beach First Responders Foundation Inc Sponsored Retirement Plan sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Palm Beach First Responders Foundation Inc Sponsored Retirement Plan end-of-year assets rose from $996K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Palm Beach First Responders Foundation Inc Sponsored Retirement Plan reported net income rose from $559K in the plan year 2022 filing to $800K in the plan year 2023 filing.
- The Palm Beach First Responders Foundation Inc Sponsored Retirement Plan reported participants rose from 133 in the plan year 2022 filing to 146 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 862122418 · Palm Beach First Responders Foundation, Inc. PY 2023 · Profit Sharing
The Palm Beach First Responders Foundation Inc Sponsored Retirement Plan · $2M · 146 · 29th
- TYPE $2M
- TYPE 146
- TYPE 29th
- TYPE Profit Sharing
- TYPE near J&m Hardware Incorporated Retirement Plan
- TYPE ind #4260
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 Palm Beach First Responders Foundation Inc Sponsored Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $996K |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $800K |
| Employer EIN | 862122418 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palm Beach First Responders Foundation, Inc.)
Sponsor-wide plan assets over time
All Palm Beach First Responders Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 173.33202771919252% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $996K |
| 2023 | 1 | 146 | $2M |
| 2024 | 1 | 156 | $3M |
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 Palm Beach First Responders Foundation Inc Sponsored Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is J&m Hardware Incorporated Retirement Plan in MI ($2M); by covered participants it is Thomas College DC Retirement Plan in ME (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Thomas College DC Retirement Plan (ME) 146 · 0 off
- Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan (MO) 146 · 0 off
- Alert Plating Company Profit Sharing Plan (CA) 146 · 0 off
- Holden Forests & Gardens 403(b) Retirement Plan (OH) 146 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.