Profit Sharing · DOL Form 5500 · 2023

The Wealth Transfer Group Inc Profit Sharing Plan

Data updated 2026-08-25

$511K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$255,350
Avg per participant Above avg balance/head
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Official DOL plan name: Wealth Transfer Group Profit Sharing Plan · Sponsored by The Wealth Transfer Group Inc · Florida · Finance & Insurance

$511K in assets, 2 participants

The Wealth Transfer Group Inc's Wealth Transfer Group Profit Sharing Plan reported $511K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #984 in Finance & Insurance (8,869 peers)

The Wealth Transfer Group Inc multi-year trail

The Wealth Transfer Group Inc's plans moved +48.5% in assets from 2022 to 2023; this filing shows Wealth Transfer Group Profit Sharing Plan at $511K / 2 participants.

#984
in Finance & Insurance (8,869 peers)
+48.5%
assets growth YoY

Wealth Transfer Group Profit Sharing Plan among the smaller filed plans by assets

Wealth Transfer Group Profit Sharing Plan vs every filed plan by assets

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

$510,699 18th percentile higher than 18% 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

Wealth Transfer Group Profit Sharing 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. Wealth Transfer Group Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wealth Transfer Group Profit Sharing Plan reported net income rose from $54K in the plan year 2022 filing to $167K in the plan year 2023 filing.
  • Wealth Transfer Group Profit Sharing Plan end-of-year assets rose from $344K in the plan year 2022 filing to $511K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 592392678 · The Wealth Transfer Group Inc PY 2023 · Profit Sharing

Wealth Transfer Group Profit Sharing Plan · $511K · 2 · 18th

  • VS-ST $511K
  • BOY 2
  • SCH 18th
  • EBSA Profit Sharing
  • PART near 3nme Group Inc. Retirement Plan
  • TYPE ind #984

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 Finance & Insurance retirement plans → · Plans in Florida →

Wealth Transfer Group Profit Sharing Plan in the asset neighbourhood

Wealth Transfer Group Profit Sharing PlanWealth Transfer Group Profit…$511K3nme Group Inc. Retirement Plan3nme Group Inc. Retirement P…$511KPremium Services Group Inc. Retirement PlanPremium Services Group Inc. …$511KGill Management Corporation Profit Sharing PlanGill Management Corporation …$510KRhodes Ventures, Inc. Retirement PlanRhodes Ventures, Inc. Retire…$510K
End-of-year total assets ($M) among Wealth Transfer Group Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Wealth Transfer Group Inc multi-year asset trail

Sponsor-wide plan assets over time

All The Wealth Transfer Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$511K 48.51772793895261% vs 2022
2023 filing year
$0.3M$0.4M$0.5M$0.6M 20222023 $0.34M $0.51M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 2 $344K
2023 1 2 $511K

The Wealth Transfer Group Inc filing trail (2023)

Total Assets (Beginning of Year)$344K
Net Assets (End of Year)$511K
Net Income$167K
Employer EIN592392678
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Wealth Transfer Group Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Wealth Transfer Group Profit Sharing Plan, Total assets ($B): 0.000510699 · Participants: 2Wealth Transfer Group Profit Sharing 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
Wealth Transfer Group Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Wealth Transfer Group Profit Sharing Plan side-by-side with 3 peers →

Wealth Transfer Group Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is 3nme Group Inc. Retirement Plan in NC ($511K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($511K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Wealth Transfer Group Profit Sharing Plan assets move in 2023? ▼
Wealth Transfer Group Profit Sharing Plan surged - up 48.5% during 2023, from $344K to $511K. Reported net income was $167K.
How have The Wealth Transfer Group Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Wealth Transfer Group Inc's sponsor-wide assets grew 48.5%, from $344K to $511K.
Where does Wealth Transfer Group Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wealth Transfer Group Profit Sharing Plan ranks in the 18th 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 Wealth Transfer Group Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 3nme Group Inc. Retirement Plan in NC ($511K, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Wealth Transfer Group Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 592392678.

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.