Profit Sharing · DOL Form 5500 · 2024

Belle Oaks of America, Inc. C/O Ed Simmons Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$699,469
Avg per participant High balance/head
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Official DOL plan name: Belle Oaks of America, Inc. Profit Sharing Plan · Sponsored by Belle Oaks of America, Inc. C/O Ed Simmons · Florida · Other Services

$1M in assets, 2 participants

Belle Oaks of America, Inc. C/O Ed Simmons's Belle Oaks of America, Inc. Profit Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,906 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Belle Oaks of America, Inc. Profit Sharing Plan ranks #3,906 of 7,719 2024 filers by assets (1435% of the sector average)-$1M for 2 participants.

#3,906
in Other Services (7,719 peers)
+24.0%
assets growth YoY

Belle Oaks of America, Inc. Profit Sharing Plan among the smaller filed plans by assets

Belle Oaks of America, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,398,938 26th percentile higher than 26% 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

Belle Oaks of America, Inc. Profit Sharing 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. Belle Oaks of America, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Belle Oaks of America, Inc. Profit Sharing Plan reported net income rose from $104K in the plan year 2023 filing to $270K in the plan year 2024 filing.
  • Belle Oaks of America, Inc. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 431189105 · Belle Oaks of America, Inc. C/O Ed Simmons PY 2024 · Profit Sharing

Belle Oaks of America, Inc. Profit Sharing Plan · $1M · 2 · 26th

  • BOOK $1M
  • BOOK 2
  • BOOK 26th
  • BOOK Profit Sharing
  • BOOK near Stingray Investment Partners, Inc. Retirement Plan
  • BOOK ind #3906

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 →

Belle Oaks of America, Inc. Profit Sharing Plan in the asset neighbourhood

Belle Oaks of America, Inc. Profit Sharing PlanBelle Oaks of America, Inc. …$1MStingray Investment Partners, Inc. Retirement PlanStingray Investment Partners…$1MWright Tree of Puerto Rico Retirement PlanWright Tree of Puerto Rico R…$1MPayne Financial Consulting Profit Sharing PlanPayne Financial Consulting P…$1MTroth Inc. Retirement Plan$1M
End-of-year total assets ($M) among Belle Oaks of America, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$270K
Employer EIN431189105
Plan Effective Date1980-10-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Belle Oaks of America, Inc. C/O Ed Simmons)

Sponsor-wide plan assets over time

All Belle Oaks of America, Inc. C/O Ed Simmons plans reported in each filing year

Latest sponsor-wide plan assets
$1M 36.51092282155895% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.02M $1.4M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Profit Sharing Plans in Florida

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

Belle Oaks of America, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Belle Oaks of America, Inc. Profit Sharing Plan, Total assets ($B): 0.001398938 · Participants: 2Belle Oaks of America, Inc. Profit Sharing 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
Belle Oaks of America, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Belle Oaks of America, Inc. Profit Sharing Plan side-by-side with 3 peers →

Belle Oaks of America, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Stingray Investment Partners, Inc. Retirement Plan in MO ($1M); 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 Belle Oaks of America, Inc. Profit Sharing Plan assets move in 2024? ▼
Belle Oaks of America, Inc. Profit Sharing Plan grew sharply - up 24.0% during 2024, from $1M to $1M. Reported net income was $270K.
How have Belle Oaks of America, Inc. C/O Ed Simmons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belle Oaks of America, Inc. C/O Ed Simmons's sponsor-wide assets grew 36.5%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Belle Oaks of America, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Stingray Investment Partners, Inc. Retirement Plan in MO ($1M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Belle Oaks of America, Inc. Profit Sharing 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 431189105.

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.