Profit Sharing · DOL Form 5500 · 2023
Frenvey, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $9,029
- Avg per participant Low balance/head
Official DOL plan name: Frenvey, Inc. Profit Sharing Plan · Sponsored by Frenvey, Inc. · Florida · Retail Trade
$1M in assets, 128 participants
Frenvey, Inc.'s Frenvey, Inc. Profit Sharing Plan reported $1M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #3,144 in Retail Trade (8,414 peers)
Coverage in Florida
Frenvey, Inc. Profit Sharing Plan covers 128 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $1M.
- #3,144
- in Retail Trade (8,414 peers)
- +9.9%
- assets growth YoY
Frenvey, Inc. Profit Sharing Plan among the smaller filed plans by assets
Frenvey, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,155,740 25th percentile higher than 25% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Frenvey, Inc. Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Frenvey, Inc. Profit Sharing Plan sits mid-pack in the medium band (128 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Frenvey, Inc. Profit Sharing Plan reported net income fell from $213K in the plan year 2022 filing to $99K in the plan year 2023 filing.
- Frenvey, Inc. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Frenvey, Inc. Profit Sharing Plan reported participants fell from 138 in the plan year 2022 filing to 128 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 591608829 · Frenvey, Inc. PY 2023 · Profit Sharing
Frenvey, Inc. Profit Sharing Plan · $1M · 128 · 25th
- EOY $1M
- EOY 128
- EOY 25th
- EOY Profit Sharing
- EOY near Summit Trust
- EOY ind #3144
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 Retail Trade retirement plans → · Plans in Florida →
Frenvey, Inc. Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $99K |
| Employer EIN | 591608829 |
| Plan Effective Date | 1979-07-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Frenvey, Inc.)
Sponsor-wide plan assets over time
All Frenvey, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 16.354096726765054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $1M |
| 2023 | 1 | 128 | $1M |
| 2024 | 1 | 132 | $1M |
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 $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Frenvey, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Summit Trust in OK ($1M); by covered participants it is The Ceo for the Greater Capital Region, Inc. Profit Sharing Plan and Trust in NY (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 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.