Profit Sharing · DOL Form 5500 · 2023

Harvey Schonbrun, P.a. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
27th
Percentile by assets National rank
$245,158
Avg per participant Above avg balance/head
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Official DOL plan name: Harvey Schonbrun, P.a. Profit Sharing Plan · Sponsored by Harvey Schonbrun, P.a. · Florida · Professional & Technical Services

$1M in assets, 6 participants

Harvey Schonbrun, P.a.'s Harvey Schonbrun, P.a. Profit Sharing Plan reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,615 in Professional & Technical Services (20,321 peers)

Harvey Schonbrun, P.a. multi-year trail

Harvey Schonbrun, P.a.'s plans moved +28.9% in assets from 2022 to 2024; this filing shows Harvey Schonbrun, P.a. Profit Sharing Plan at $1M / 6 participants.

#4,615
in Professional & Technical Services (20,321 peers)
+16.4%
assets growth YoY

Harvey Schonbrun, P.a. Profit Sharing Plan among the smaller filed plans by assets

Harvey Schonbrun, P.a. Profit Sharing Plan vs every filed plan by assets

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

$1,470,948 27th percentile higher than 27% 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

Harvey Schonbrun, P.a. Profit Sharing 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. Harvey Schonbrun, P.a. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harvey Schonbrun, P.a. Profit Sharing Plan reported net income rose from $74K in the plan year 2022 filing to $207K in the plan year 2023 filing.
  • Harvey Schonbrun, P.a. Profit Sharing Plan reported participants fell from 8 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Harvey Schonbrun, P.a. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591698505 · Harvey Schonbrun, P.a. PY 2023 · Profit Sharing

Harvey Schonbrun, P.a. Profit Sharing Plan · $1M · 6 · 27th

  • EIN $1M
  • RANK 6
  • PHOTO 27th
  • IND Profit Sharing
  • EOY near Otness Management Co Profit Sharing Plan
  • 5500 ind #4615

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 →

Harvey Schonbrun, P.a. Profit Sharing Plan in the asset neighbourhood

Harvey Schonbrun, P.a. Profit Sharing PlanHarvey Schonbrun, P.a. Profi…$1MOtness Management Co Profit Sharing PlanOtness Management Co Profit …$1MMapaca Corp. Profit Sharing PlanMapaca Corp. Profit Sharing …$1MPaul G. Wilke, Dds Profit Sharing PlanPaul G. Wilke, Dds Profit Sh…$1MWood It, Inc. Retirement Plan$1M
End-of-year total assets ($M) among Harvey Schonbrun, P.a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Harvey Schonbrun, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Harvey Schonbrun, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.94221084255843% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.26M $1.63M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 6 $1M
2024 1 6 $2M

Harvey Schonbrun, P.a. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$207K
Employer EIN591698505
Plan Effective Date1977-10-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Harvey Schonbrun, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Harvey Schonbrun, P.a. Profit Sharing Plan, Total assets ($B): 0.001470948 · Participants: 6Harvey Schonbrun, P.a. Profit Sharing 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
Harvey Schonbrun, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Harvey Schonbrun, P.a. Profit Sharing Plan side-by-side with 3 peers →

Harvey Schonbrun, P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Otness Management Co Profit Sharing Plan in MN ($1M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Harvey Schonbrun, P.a. Profit Sharing Plan assets move in 2023? ▼
Harvey Schonbrun, P.a. Profit Sharing Plan grew sharply - up 16.4% during 2023, from $1M to $1M. Reported net income was $207K.
How have Harvey Schonbrun, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harvey Schonbrun, P.a.'s sponsor-wide assets grew 28.9%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Harvey Schonbrun, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Otness Management Co Profit Sharing Plan in MN ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Harvey Schonbrun, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591698505.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.