Profit Sharing · DOL Form 5500 · 2024
Utl Enterprises, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $507,139
- Avg per participant High balance/head
Official DOL plan name: Utl Enterprises, Inc. Retirement Plan · Sponsored by Utl Enterprises, Inc. · Florida · Administrative & Support Services
$2M in assets, 3 participants
Utl Enterprises, Inc.'s Utl Enterprises, Inc. Retirement Plan reported $2M in total assets and 3 participants in its 2024 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.
- #2,214 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Utl Enterprises, Inc. Retirement Plan ranks #2,214 of 4,368 2024 filers by assets (1896% of the sector average)-$2M for 3 participants.
- #2,214
- in Administrative & Support Services (4,368 peers)
- -10.5%
- assets change YoY
The plan reported a net loss of $179K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Utl Enterprises, Inc. Retirement Plan among the smaller filed plans by assets
Utl Enterprises, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,521,418 27th percentile higher than 27% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Utl Enterprises, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utl Enterprises, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Utl Enterprises, Inc. Retirement Plan reported net income fell from $43K in the plan year 2023 filing to -$179K in the plan year 2024 filing.
- Utl Enterprises, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 812724973 · Utl Enterprises, Inc. PY 2024 · Profit Sharing
Utl Enterprises, Inc. Retirement Plan · $2M · 3 · 27th
- PHOTO $2M
- IND 3
- EOY 27th
- 5500 Profit Sharing
- ASSETS near Tadiso, Inc. 403(b) Plan
- PCT ind #2214
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 Administrative & Support Services retirement plans → · Plans in Florida →
Utl Enterprises, Inc. Retirement Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$179K |
| Employer EIN | 812724973 |
| Plan Effective Date | 2016-05-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Utl Enterprises, Inc.)
Sponsor-wide plan assets over time
All Utl Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 8.242183730579947% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
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 $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Utl Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Tadiso, Inc. 403(b) Plan in PA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 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 (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.