Profit Sharing · DOL Form 5500 · 2023

H2o Fun Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
36th
Percentile by assets National rank
$3.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: H2o Fun Inc. Retirement Plan · Sponsored by H2o Fun Inc. · Florida · Food Services & Accommodation

$3M in assets, 1 participants

H2o Fun Inc.'s H2o Fun Inc. Retirement Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,761 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, H2o Fun Inc. Retirement Plan ranks #2,761 of 3,828 2023 filers by assets (636% of the sector average)-$3M for 1 participant.

#2,761
in Food Services & Accommodation (3,828 peers)
+3.3%
assets growth YoY

H2o Fun Inc. Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers

H2o Fun Inc. Retirement Plan vs every filed plan by assets

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

$3,077,426 36th percentile higher than 36% 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

H2o Fun 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. H2o Fun Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H2o Fun Inc. Retirement Plan reported net income fell from $993K in the plan year 2022 filing to $99K in the plan year 2023 filing.
  • H2o Fun Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 462667199 · H2o Fun Inc. PY 2023 · Profit Sharing

H2o Fun Inc. Retirement Plan · $3M · 1 · 36th

  • EOY $3M
  • 5500 1
  • ASSETS 36th
  • PCT Profit Sharing
  • EIN near Mvw Services Retirement Plan
  • RANK ind #2761

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 Food Services & Accommodation retirement plans → · Plans in Florida →

H2o Fun Inc. Retirement Plan in the asset neighbourhood

H2o Fun Inc. Retirement Plan$3MMvw Services Retirement Plan$3MMaes Tool & Die Retirement PlanMaes Tool & Die Retirement P…$3ML T Group, Inc. Profit Sharing PlanL T Group, Inc. Profit Shari…$3MTri Lazy W Ranch Profit Sharing PlanTri Lazy W Ranch Profit Shar…$3M
End-of-year total assets ($M) among H2o Fun Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$99K
Employer EIN462667199
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H2o Fun Inc.)

Sponsor-wide plan assets over time

All H2o Fun Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 0% vs 2022
2024 filing year
$2.95M$3M$3.05M$3.1M 202220232024 $2.98M $2.98M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $3M

Nearby Profit Sharing Plans in Florida

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

H2o Fun Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants H2o Fun Inc. Retirement Plan, Total assets ($B): 0.003077426 · Participants: 1H2o Fun 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
H2o Fun Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare H2o Fun Inc. Retirement Plan side-by-side with 3 peers →

H2o Fun Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Mvw Services Retirement Plan in ND ($3M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 H2o Fun Inc. Retirement Plan assets move in 2023? ▼
H2o Fun Inc. Retirement Plan edged up modestly - up 3.3% during 2023, from $3M to $3M. Reported net income was $99K.
How have H2o Fun Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H2o Fun Inc.'s sponsor-wide assets grew 0.0%, from $3M to $3M.
Which Profit Sharing plans are similar in size to H2o Fun Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mvw Services Retirement Plan in ND ($3M, 89 participants).
Which Profit Sharing plans cover a similar participant headcount to H2o Fun Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 462667199.

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.