Profit Sharing · DOL Form 5500 · 2024
Beroset and Keene Profit Sharing Plan an Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Beroset and Keene Profit Sharing Plan and Trust · Sponsored by Beroset and Keene Profit Sharing Plan an · Florida · Professional & Technical Services
$5M in assets, 4 participants
Beroset and Keene Profit Sharing Plan an's Beroset and Keene Profit Sharing Plan and Trust reported $5M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,888 in Professional & Technical Services (20,173 peers)
Beroset and Keene Profit Sharing Plan an multi-year trail
Beroset and Keene Profit Sharing Plan an's plans moved +22.2% in assets from 2022 to 2024; this filing shows Beroset and Keene Profit Sharing Plan and Trust at $5M / 4 participants.
- #7,888
- in Professional & Technical Services (20,173 peers)
- +11.3%
- assets growth YoY
Beroset and Keene Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Beroset and Keene Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,899,323 42nd percentile higher than 42% 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
Beroset and Keene Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beroset and Keene Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beroset and Keene Profit Sharing Plan and Trust reported net income rose from $393K in the plan year 2023 filing to $497K in the plan year 2024 filing.
- Beroset and Keene Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 592665946 · Beroset and Keene Profit Sharing Plan an PY 2024 · Profit Sharing
Beroset and Keene Profit Sharing Plan and Trust · $5M · 4 · 42nd
- VS-ST $5M
- VS-ST 4
- VS-ST 42nd
- VS-ST Profit Sharing
- VS-ST near Jewish Community Board of Akron, Inc. 403(b) Plan
- VS-ST ind #7888
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 →
Beroset and Keene Profit Sharing Plan and Trust in the asset neighbourhood
Beroset and Keene Profit Sharing Plan an multi-year asset trail
Sponsor-wide plan assets over time
All Beroset and Keene Profit Sharing Plan an plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 22.176290334968893% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $4M |
| 2023 | 1 | 4 | $4M |
| 2024 | 1 | 4 | $5M |
Beroset and Keene Profit Sharing Plan an filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $497K |
| Employer EIN | 592665946 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
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
Beroset and Keene Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Jewish Community Board of Akron, Inc. 403(b) Plan in OH ($5M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.