Profit Sharing · DOL Form 5500 · 2023

Icore Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$415K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$138,323
Avg per participant Near avg balance/head
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Official DOL plan name: Icore Enterprises, Inc. Retirement Plan · Sponsored by Icore Enterprises, Inc. · Florida · Manufacturing

$415K in assets, 3 participants

Icore Enterprises, Inc.'s Icore Enterprises, Inc. Retirement Plan reported $415K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,238 in Manufacturing (18,722 peers)

Icore Enterprises, Inc. multi-year trail

Icore Enterprises, Inc.'s plans moved -13.5% in assets from 2022 to 2024; this filing shows Icore Enterprises, Inc. Retirement Plan at $415K / 3 participants.

#1,238
in Manufacturing (18,722 peers)
-26.6%
assets change YoY

The plan reported a net loss of $150K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$414,970 16th percentile higher than 16% 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

Icore Enterprises, 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. Icore Enterprises, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Icore Enterprises, Inc. Retirement Plan reported net income fell from $282K in the plan year 2022 filing to -$150K in the plan year 2023 filing.
  • Icore Enterprises, Inc. Retirement Plan end-of-year assets fell from $565K in the plan year 2022 filing to $415K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 453789599 · Icore Enterprises, Inc. PY 2023 · Profit Sharing

Icore Enterprises, Inc. Retirement Plan · $415K · 3 · 16th

  • EOY $415K
  • 5500 3
  • ASSETS 16th
  • PCT Profit Sharing
  • EIN near Cemetery Management and Consulting Inc. Retirement Plan
  • RANK ind #1238

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 Manufacturing retirement plans → · Plans in Florida →

Icore Enterprises, Inc. Retirement Plan in the asset neighbourhood

Cemetery Management and Consulting Inc. Retirement PlanCemetery Management and Cons…$415KLarry Younggren & Sons, Inc. Employee's Profit Sharing PlanLarry Younggren & Sons, Inc.…$415KSbr Family Corp. Retirement PlanSbr Family Corp. Retirement …$415KIcore Enterprises, Inc. Retirement PlanIcore Enterprises, Inc. Reti…$415KMidwest Marine, Inc. Employees Profit Sharing PlanMidwest Marine, Inc. Employe…$415K
End-of-year total assets ($M) among Icore Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Icore Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Icore Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$489K 13.52775670375106% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M$0.6M 202220232024 $0.57M $0.49M ▼ -14.0%
Year Plans Participants Total Assets
2022 1 3 $565K
2023 1 3 $415K
2024 1 3 $489K

Icore Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$565K
Net Assets (End of Year)$415K
Net Income-$150K
Employer EIN453789599
Plan Effective Date2011-11-10
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Icore Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Icore Enterprises, Inc. Retirement Plan, Total assets ($B): 0.00041497 · Participants: 3Icore Enterprises, 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
Icore Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Icore Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Profit Sharing by assets is Cemetery Management and Consulting Inc. Retirement Plan in CO ($415K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Icore Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Icore Enterprises, Inc. Retirement Plan declined sharply - down 26.6% during 2023, from $565K to $415K. Reported net income was -$150K.
How have Icore Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Icore Enterprises, Inc.'s sponsor-wide assets declined 13.5%, from $565K to $489K.
Where does Icore Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Icore Enterprises, Inc. Retirement Plan ranks in the 16th 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 Icore Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cemetery Management and Consulting Inc. Retirement Plan in CO ($415K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Icore Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 453789599.

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.