Profit Sharing · DOL Form 5500 · 2023

Nalu 'aio, Inc. Profit Sharing Plan

Data updated 2026-08-25

$685K
Total assets Small plan by assets
6
Participants Small participant base
20th
Percentile by assets National rank
$114,095
Avg per participant Below avg balance/head
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Official DOL plan name: Nalu 'aio, Inc. Retirement Plan · Sponsored by Nalu 'aio, Inc. · Florida · Other Services

$685K in assets, 6 participants

Nalu 'aio, Inc.'s Nalu 'aio, Inc. Retirement Plan reported $685K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,384 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Nalu 'aio, Inc. Retirement Plan ranks #3,384 of 7,857 2023 filers by assets (2932% of the sector average)-$685K for 6 participants.

#3,384
in Other Services (7,857 peers)
+13.3%
assets growth YoY

Nalu 'aio, Inc. Retirement Plan among the smaller filed plans by assets

Nalu 'aio, Inc. Retirement Plan vs every filed plan by assets

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

$684,571 20th percentile higher than 20% 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

Nalu 'aio, Inc. Retirement 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. Nalu 'aio, Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nalu 'aio, Inc. Retirement Plan reported net income rose from $8K in the plan year 2022 filing to $80K in the plan year 2023 filing.
  • Nalu 'aio, Inc. Retirement Plan reported participants rose from 4 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Nalu 'aio, Inc. Retirement Plan end-of-year assets rose from $604K in the plan year 2022 filing to $685K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463076957 · Nalu 'aio, Inc. PY 2023 · Profit Sharing

Nalu 'aio, Inc. Retirement Plan · $685K · 6 · 20th

  • 5500 $685K
  • 5500 6
  • 5500 20th
  • 5500 Profit Sharing
  • 5500 near San Francisco Builders Exchange Profit Sharing Plan
  • 5500 ind #3384

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 →

Nalu 'aio, Inc. Retirement Plan in the asset neighbourhood

Nalu 'aio, Inc. Retirement PlanNalu 'aio, Inc. Retirement P…$685KSan Francisco Builders Exchange Profit Sharing PlanSan Francisco Builders Excha…$685KProfit Sharing Plan$685KCsk Realty 401(k) Trust 142 Oceanview Road East Rockaway, Ny 11518Csk Realty 401(k) Trust 142 …$684KMime Ventures Inc. Profit Sharing PlanMime Ventures Inc. Profit Sh…$685K
End-of-year total assets ($M) among Nalu 'aio, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$604K
Net Assets (End of Year)$685K
Net Income$80K
Employer EIN463076957
Plan Effective Date2013-06-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Nalu 'aio, Inc.)

Sponsor-wide plan assets over time

All Nalu 'aio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$650K 7.526858580675065% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M 202220232024 $0.6M $0.65M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 4 $604K
2023 1 6 $685K
2024 1 7 $650K

Nearby Profit Sharing Plans in Florida

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

Nalu 'aio, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Nalu 'aio, Inc. Retirement Plan, Total assets ($B): 0.000684571 · Participants: 6Nalu 'aio, Inc. Retirement 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
Nalu 'aio, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Nalu 'aio, Inc. Retirement Plan side-by-side with 3 peers →

Nalu 'aio, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is San Francisco Builders Exchange Profit Sharing Plan in CA ($685K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

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 Nalu 'aio, Inc. Retirement Plan assets move in 2023? ▼
Nalu 'aio, Inc. Retirement Plan grew at a solid clip - up 13.3% during 2023, from $604K to $685K. Reported net income was $80K.
How have Nalu 'aio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nalu 'aio, Inc.'s sponsor-wide assets grew 7.5%, from $604K to $650K.
Where does Nalu 'aio, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Nalu 'aio, Inc. Retirement Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Nalu 'aio, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is San Francisco Builders Exchange Profit Sharing Plan in CA ($685K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Nalu 'aio, Inc. Retirement 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 463076957.

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.