Profit Sharing · DOL Form 5500 · 2024
Caltak Enterprise, LLC Profit Sharing Plan
Data updated 2026-08-25
- $859K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $286,289
- Avg per participant High balance/head
Official DOL plan name: Caltak Enterprise Profit Sharing Plan · Sponsored by Caltak Enterprise, LLC · Florida · Wholesale Trade
$859K in assets, 3 participants
Caltak Enterprise, LLC's Caltak Enterprise Profit Sharing Plan reported $859K in total assets and 3 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.
- #717 in Wholesale Trade (6,080 peers)
Caltak Enterprise, LLC multi-year trail
Caltak Enterprise, LLC's plans moved +12.5% in assets from 2022 to 2024; this filing shows Caltak Enterprise Profit Sharing Plan at $859K / 3 participants.
- #717
- in Wholesale Trade (6,080 peers)
- +5.4%
- assets growth YoY
Caltak Enterprise Profit Sharing Plan among the smaller filed plans by assets
Caltak Enterprise Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$858,868 22nd percentile higher than 22% 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
Caltak Enterprise 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. Caltak Enterprise Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caltak Enterprise Profit Sharing Plan reported net income fell from $52K in the plan year 2023 filing to $44K in the plan year 2024 filing.
- Caltak Enterprise Profit Sharing Plan end-of-year assets rose from $815K in the plan year 2023 filing to $859K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 061831686 · Caltak Enterprise, LLC PY 2024 · Profit Sharing
Caltak Enterprise Profit Sharing Plan · $859K · 3 · 22nd
- NET $859K
- BOOK 3
- VS-ST 22nd
- BOY Profit Sharing
- SCH near Ej2 Solutions, Inc. Profit Sharing Plan
- EBSA ind #717
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 Wholesale Trade retirement plans → · Plans in Florida →
Caltak Enterprise Profit Sharing Plan in the asset neighbourhood
Caltak Enterprise, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Caltak Enterprise, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $859K 12.498853880955561% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $763K |
| 2023 | 1 | 3 | $815K |
| 2024 | 1 | 3 | $859K |
Caltak Enterprise, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $815K |
|---|---|
| Net Assets (End of Year) | $859K |
| Net Income | $44K |
| Employer EIN | 061831686 |
| Plan Effective Date | 2007-01-01 |
| 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
Caltak Enterprise Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Ej2 Solutions, Inc. Profit Sharing Plan in KY ($859K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($859K here).
- Ej2 Solutions, Inc. Profit Sharing Plan (KY) $859K · 15
- Miller Enterprises of Sc Inc. Retirement Plan (SC) $859K · 11
- Madison Partners, L.L.C. 401(k) Plan (TX) $859K · 9
- David Posmantier P/S Plan (NY) $859K · 2
Similar participant headcount
Nearest other-state filings by covered participants (3 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.