Profit Sharing · DOL Form 5500 · 2024

B Avery Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$866K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$433,154
Avg per participant High balance/head
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Official DOL plan name: B Avery Enterprises, Inc. Retirement Plan · Sponsored by B Avery Enterprises, Inc. · Florida · Finance & Insurance

$866K in assets, 2 participants

B Avery Enterprises, Inc.'s B Avery Enterprises, Inc. Retirement Plan reported $866K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,056 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

B Avery Enterprises, Inc. Retirement Plan holds $866K for 2 participants - about $433,154 per participant, among the smaller plans by assets on file.

#1,056
in Finance & Insurance (8,549 peers)
-0.1%
assets change YoY

The plan reported a net loss of $633 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

B Avery Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

B Avery Enterprises, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$866,307 22nd percentile higher than 22% of 123,620 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 2024

B Avery 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. B Avery Enterprises, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • B Avery Enterprises, Inc. Retirement Plan reported participants rose from 1 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • B Avery Enterprises, Inc. Retirement Plan reported net income rose from -$28K in the plan year 2023 filing to -$633 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 465104203 · B Avery Enterprises, Inc. PY 2024 · Profit Sharing

B Avery Enterprises, Inc. Retirement Plan · $866K · 2 · 22nd

  • ASSETS $866K
  • PCT 2
  • EIN 22nd
  • RANK Profit Sharing
  • PHOTO near Bornstein Law Offices S.C. Profit Sharing Plan
  • IND ind #1056

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 Finance & Insurance retirement plans → · Plans in Florida →

B Avery Enterprises, Inc. Retirement Plan in the asset neighbourhood

B Avery Enterprises, Inc. Retirement PlanB Avery Enterprises, Inc. Re…$866KBornstein Law Offices S.C. Profit Sharing PlanBornstein Law Offices S.C. P…$866KSunlight Ventures, Inc. Retirement PlanSunlight Ventures, Inc. Reti…$867KFlorencio Lao Sam Retirement PlanFlorencio Lao Sam Retirement…$867KPacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003Pacific Bounty/Lithgow Bros …$867K
End-of-year total assets ($M) among B Avery Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$867K
Net Assets (End of Year)$866K
Net Income-$633
Employer EIN465104203
Plan Effective Date2014-03-14
Filing StatusFILING RECEIVED

Sponsor Plan History (B Avery Enterprises, Inc.)

Sponsor-wide plan assets over time

All B Avery Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$866K 3.1865590995294033% vs 2022
2024 filing year
$0.86M$0.87M$0.88M$0.89M$0.9M 202220232024 $0.89M $0.87M ▼ -2.2%
Year Plans Participants Total Assets
2022 1 3 $895K
2023 1 1 $867K
2024 1 2 $866K

Nearby Profit Sharing Plans in Florida

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

B Avery Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants B Avery Enterprises, Inc. Retirement Plan, Total assets ($B): 0.000866307 · Participants: 2B Avery Enterprises, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
B Avery Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare B Avery Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

B Avery Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Bornstein Law Offices S.C. Profit Sharing Plan in WI ($866K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did B Avery Enterprises, Inc. Retirement Plan assets move in 2024? ▼
B Avery Enterprises, Inc. Retirement Plan held essentially flat - down 0.1% during 2024, from $867K to $866K. Reported net income was -$633.
How have B Avery Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B Avery Enterprises, Inc.'s sponsor-wide assets declined 3.2%, from $895K to $866K.
Where does B Avery Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
B Avery Enterprises, Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to B Avery Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bornstein Law Offices S.C. Profit Sharing Plan in WI ($866K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to B Avery Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 465104203.

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.