Profit Sharing · DOL Form 5500 · 2023

J.H. Dowling, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
18
Participants Small participant base
40th
Percentile by assets National rank
$219,896
Avg per participant Above avg balance/head
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Official DOL plan name: Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. · Sponsored by J.H. Dowling, Inc. · Florida · Retail Trade

$4M in assets, 18 participants

J.H. Dowling, Inc.'s Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. reported $4M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,295 in Retail Trade (8,414 peers)

J.H. Dowling, Inc. multi-year trail

J.H. Dowling, Inc.'s plans moved +18.3% in assets from 2022 to 2024; this filing shows Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. at $4M / 18 participants.

#4,295
in Retail Trade (8,414 peers)
+5.6%
assets growth YoY

Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc.'s mid-pack asset rank among Retail Trade and all filers

Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. vs every filed plan by assets

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

$3,958,121 40th percentile higher than 40% 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

Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. reported net income rose from -$161K in the plan year 2022 filing to $209K in the plan year 2023 filing.
  • Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. reported participants fell from 21 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591280292 · J.H. Dowling, Inc. PY 2023 · Profit Sharing

Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. · $4M · 18 · 40th

  • SCH $4M
  • EBSA 18
  • PART 40th
  • TYPE Profit Sharing
  • NET near C. Jeffrey Carlson, M.D. Profit Sharing Plan
  • BOOK ind #4295

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 Retail Trade retirement plans → · Plans in Florida →

Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. in the asset neighbourhood

Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc.Profit Sharing Plan and Trus…$4MC. Jeffrey Carlson, M.D. Profit Sharing PlanC. Jeffrey Carlson, M.D. Pro…$4MSbf Staffing Solutions, Inc. Retirement PlanSbf Staffing Solutions, Inc.…$4MPoser Investments, Inc. Profit Sharing PlanPoser Investments, Inc. Prof…$4MTbs II Profit Sharing Plan$4M
End-of-year total assets ($M) among Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

J.H. Dowling, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J.H. Dowling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.32341356627272% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.75M $4.44M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 21 $4M
2023 1 18 $4M
2024 1 18 $4M

J.H. Dowling, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$209K
Employer EIN591280292
Plan Effective Date1970-10-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc., Total assets ($B): 0.003958121 · Participants: 18Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc.Retirement 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
Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. side-by-side with 3 peers →

Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is C. Jeffrey Carlson, M.D. Profit Sharing Plan in CA ($4M); by covered participants it is Dme Interests, Inc. Retirement Plan in TX (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. assets move in 2023? ▼
Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc. grew at a solid clip - up 5.6% during 2023, from $4M to $4M. Reported net income was $209K.
How have J.H. Dowling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.H. Dowling, Inc.'s sponsor-wide assets grew 18.3%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is C. Jeffrey Carlson, M.D. Profit Sharing Plan in CA ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dme Interests, Inc. Retirement Plan in TX (18 participants, $487K 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 591280292.

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.