Profit Sharing · DOL Form 5500 · 2023

South Atlantic Capital, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
3
Participants Small participant base
54th
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: South Atlantic Capital Inc Profit-Sharing Plan · Sponsored by South Atlantic Capital, Inc. · Florida · Professional & Technical Services

$8M in assets, 3 participants

South Atlantic Capital, Inc.'s South Atlantic Capital Inc Profit-Sharing Plan reported $8M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,598 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

South Atlantic Capital Inc Profit-Sharing Plan holds $8M for 3 participants - about $2.7M per participant, above the median plan by assets.

#10,598
in Professional & Technical Services (20,321 peers)
+5.3%
assets growth YoY

South Atlantic Capital Inc Profit-Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

South Atlantic Capital Inc Profit-Sharing Plan vs every filed plan by assets

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

$7,973,162 Top 46% higher than 54% 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

South Atlantic Capital Inc 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. South Atlantic Capital Inc Profit-Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • South Atlantic Capital Inc Profit-Sharing Plan reported net income rose from -$158K in the plan year 2022 filing to $325K in the plan year 2023 filing.
  • South Atlantic Capital Inc Profit-Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 593453870 · South Atlantic Capital, Inc. PY 2023 · Profit Sharing

South Atlantic Capital Inc Profit-Sharing Plan · $8M · 3 · 54th

  • IND $8M
  • IND 3
  • IND 54th
  • IND Profit Sharing
  • IND near Total Community Action, Inc. Ee's Retirement Plan & Trust
  • IND ind #10598

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 →

South Atlantic Capital Inc Profit-Sharing Plan in the asset neighbourhood

Knickerbocker Realty Co., Inc. Retirement PlanKnickerbocker Realty Co., In…$8MSouth Atlantic Capital Inc Profit-Sharing PlanSouth Atlantic Capital Inc P…$8MTotal Community Action, Inc. Ee's Retirement Plan & TrustTotal Community Action, Inc.…$8MJawbone Inc Profit Sharing PlanJawbone Inc Profit Sharing P…$8MMetropolitan Homes, Inc. Profit Sharing PlanMetropolitan Homes, Inc. Pro…$8M
End-of-year total assets ($M) among South Atlantic Capital Inc Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$325K
Employer EIN593453870
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Atlantic Capital, Inc.)

Sponsor-wide plan assets over time

All South Atlantic Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 0.5871900878837121% vs 2022
2024 filing year
$7.4M$7.6M$7.8M$8M$8.2M 202220232024 $7.57M $7.53M ▼ -0.5%
Year Plans Participants Total Assets
2022 1 3 $8M
2023 1 3 $8M
2024 1 3 $8M

Nearby Profit Sharing Plans in Florida

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

South Atlantic Capital Inc Profit-Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants South Atlantic Capital Inc Profit-Sharing Plan, Total assets ($B): 0.007973162 · Participants: 3South Atlantic Capital Inc 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
South Atlantic Capital Inc Profit-Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare South Atlantic Capital Inc Profit-Sharing Plan side-by-side with 3 peers →

South Atlantic Capital Inc Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Total Community Action, Inc. Ee's Retirement Plan & Trust in LA ($8M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 South Atlantic Capital Inc Profit-Sharing Plan assets move in 2023? ▼
South Atlantic Capital Inc Profit-Sharing Plan grew at a solid clip - up 5.3% during 2023, from $8M to $8M. Reported net income was $325K.
How have South Atlantic Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Atlantic Capital, Inc.'s sponsor-wide assets declined 0.6%, from $8M to $8M.
Which Profit Sharing plans are similar in size to South Atlantic Capital Inc Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Total Community Action, Inc. Ee's Retirement Plan & Trust in LA ($8M, 191 participants).
Which Profit Sharing plans cover a similar participant headcount to South Atlantic Capital Inc Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 593453870.

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.