401(k) · DOL Form 5500 · 2024
Destiny Wealth Partners LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $167,521
- Avg per participant Above avg balance/head
Official DOL plan name: Destiny Wealth Partners LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Destiny Wealth Partners LLC · Florida · Other Services
$4M in assets, 21 participants
Destiny Wealth Partners LLC's Destiny Wealth Partners LLC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 21 participants in its 2024 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.
- #4,615 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Destiny Wealth Partners LLC 401(k) Profit Sharing Plan & Trust ranks #4,615 of 7,719 2024 filers by assets (571% of the sector average)-$4M for 21 participants.
- #4,615
- in Other Services (7,719 peers)
- -3.1%
- assets change YoY
The plan reported a net loss of $113K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Destiny Wealth Partners LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers
Destiny Wealth Partners LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,517,934 36th percentile higher than 36% 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
Destiny Wealth Partners LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Destiny Wealth Partners LLC 401(k) Profit Sharing Plan & Trust is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Destiny Wealth Partners LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $378K in the plan year 2023 filing to -$113K in the plan year 2024 filing.
- Destiny Wealth Partners LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 19 in the plan year 2023 filing to 21 in the plan year 2024 filing.
- Destiny Wealth Partners LLC 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 461340579 · Destiny Wealth Partners LLC PY 2024 · 401(k)
Destiny Wealth Partners LLC 401(k) Profit Sharing Plan & Trust · $4M · 21 · 36th
- NET $4M
- BOOK 21
- VS-ST 36th
- BOY 401(k)
- SCH near Enginuity Retirement Plan
- EBSA ind #4615
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 Other Services retirement plans → · Plans in Florida →
Destiny Wealth Partners LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$113K |
| Employer EIN | 461340579 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Destiny Wealth Partners LLC)
Sponsor-wide plan assets over time
All Destiny Wealth Partners LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 8.158262056582775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $3M |
| 2023 | 1 | 19 | $4M |
| 2024 | 1 | 21 | $4M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Destiny Wealth Partners LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Enginuity Retirement Plan in PA ($4M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.