Profit Sharing · DOL Form 5500 · 2024

Henry Fate Corporation Profit Sharing Plan

Data updated 2026-08-25

$275K
Total assets Small plan by assets
22
Participants Small participant base
13th
Percentile by assets National rank
$12,500
Avg per participant Low balance/head
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Official DOL plan name: Henry Fate Corporation Retirement Plan · Sponsored by Henry Fate Corporation · Florida · Healthcare & Social Assistance

$275K in assets, 22 participants

Henry Fate Corporation's Henry Fate Corporation Retirement Plan reported $275K in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,512 in Healthcare & Social Assistance (16,916 peers)

Henry Fate Corporation multi-year trail

Henry Fate Corporation's plans moved -20.3% in assets from 2022 to 2024; this filing shows Henry Fate Corporation Retirement Plan at $275K / 22 participants.

#1,512
in Healthcare & Social Assistance (16,916 peers)
-8.3%
assets change YoY

The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Henry Fate Corporation Retirement Plan among the smaller filed plans by assets

Henry Fate Corporation Retirement Plan vs every filed plan by assets

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

$275,000 13th percentile higher than 13% 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

Henry Fate Corporation Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Henry Fate Corporation Retirement Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Henry Fate Corporation Retirement Plan reported participants rose from 15 in the plan year 2023 filing to 22 in the plan year 2024 filing.
  • Henry Fate Corporation Retirement Plan reported net income rose from -$45K in the plan year 2023 filing to -$25K in the plan year 2024 filing.
  • Henry Fate Corporation Retirement Plan end-of-year assets fell from $300K in the plan year 2023 filing to $275K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 464912893 · Henry Fate Corporation PY 2024 · Profit Sharing

Henry Fate Corporation Retirement Plan · $275K · 22 · 13th

  • SCH $275K
  • SCH 22
  • SCH 13th
  • SCH Profit Sharing
  • SCH near Carlos Bartolomei Ortiz Retirement Plan
  • SCH ind #1512

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Henry Fate Corporation Retirement Plan in the asset neighbourhood

Henry Fate Corporation Retirement PlanHenry Fate Corporation Retir…$275KCarlos Bartolomei Ortiz Retirement PlanCarlos Bartolomei Ortiz Reti…$275KNelumbium Capital Inc. Retirement PlanNelumbium Capital Inc. Retir…$275KMae Gregory Inc. Retirement PlanMae Gregory Inc. Retirement …$275KZero Error Inc. Retirement PlanZero Error Inc. Retirement P…$275K
End-of-year total assets ($M) among Henry Fate Corporation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Henry Fate Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Henry Fate Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$275K 20.28985507246377% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M 202220232024 $0.35M $0.28M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 25 $345K
2023 1 15 $300K
2024 1 22 $275K

Henry Fate Corporation filing trail (2024)

Total Assets (Beginning of Year)$300K
Net Assets (End of Year)$275K
Net Income-$25K
Employer EIN464912893
Plan Effective Date2014-03-05
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Henry Fate Corporation Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Henry Fate Corporation Retirement Plan, Total assets ($B): 0.000275 · Participants: 22Henry Fate Corporation 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
Henry Fate Corporation Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Henry Fate Corporation Retirement Plan side-by-side with 3 peers →

Henry Fate Corporation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Carlos Bartolomei Ortiz Retirement Plan in PR ($275K); by covered participants it is Jackmo Enterprises Inc. Retirement Plan in MD (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($275K here).

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Henry Fate Corporation Retirement Plan assets move in 2024? ▼
Henry Fate Corporation Retirement Plan pulled back noticeably - down 8.3% during 2024, from $300K to $275K. Reported net income was -$25K.
How have Henry Fate Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry Fate Corporation's sponsor-wide assets declined 20.3%, from $345K to $275K.
Where does Henry Fate Corporation Retirement Plan rank by assets among Form 5500 filers? ▼
Henry Fate Corporation Retirement Plan ranks in the 13th 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 Henry Fate Corporation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Carlos Bartolomei Ortiz Retirement Plan in PR ($275K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Henry Fate Corporation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Jackmo Enterprises Inc. Retirement Plan in MD (22 participants, $3M 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 464912893.

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.