Profit Sharing · DOL Form 5500 · 2023

Ruth L. Trettis, P.a. Profit Sharing Plan

Data updated 2026-08-25

$449K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$149,706
Avg per participant Above avg balance/head
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Official DOL plan name: Ruth L. Trettis, P.a. Profit Sharing Plan · Sponsored by Ruth L. Trettis, P.a. · Florida · Real Estate

$449K in assets, 3 participants

Ruth L. Trettis, P.a.'s Ruth L. Trettis, P.a. Profit Sharing Plan reported $449K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,362 in Real Estate (4,727 peers)

Ruth L. Trettis, P.a. multi-year trail

Ruth L. Trettis, P.a.'s plans moved +10.1% in assets from 2022 to 2023; this filing shows Ruth L. Trettis, P.a. Profit Sharing Plan at $449K / 3 participants.

#1,362
in Real Estate (4,727 peers)
+10.1%
assets growth YoY

Ruth L. Trettis, P.a. Profit Sharing Plan among the smaller filed plans by assets

Ruth L. Trettis, P.a. Profit Sharing Plan vs every filed plan by assets

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

$449,118 17th percentile higher than 17% 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

Ruth L. Trettis, P.a. 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. Ruth L. Trettis, P.a. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ruth L. Trettis, P.a. Profit Sharing Plan reported net income rose from -$67K in the plan year 2022 filing to $41K in the plan year 2023 filing.
  • Ruth L. Trettis, P.a. Profit Sharing Plan end-of-year assets rose from $408K in the plan year 2022 filing to $449K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592111231 · Ruth L. Trettis, P.a. PY 2023 · Profit Sharing

Ruth L. Trettis, P.a. Profit Sharing Plan · $449K · 3 · 17th

  • SCH $449K
  • SCH 3
  • SCH 17th
  • SCH Profit Sharing
  • SCH near Ansonics Money Purchase Plan
  • SCH ind #1362

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 Real Estate retirement plans → · Plans in Florida →

Ruth L. Trettis, P.a. Profit Sharing Plan in the asset neighbourhood

Ruth L. Trettis, P.a. Profit Sharing PlanRuth L. Trettis, P.a. Profit…$449KAnsonics Money Purchase Plan$449KPipa's Optical, P. S. C. Profit Sharing Retirement PlanPipa's Optical, P. S. C. Pro…$449KUpper Wellness Inc. Retirement PlanUpper Wellness Inc. Retireme…$449KExtreme Mechatronic Solutions Incorporated Retirement PlanExtreme Mechatronic Solution…$449K
End-of-year total assets ($M) among Ruth L. Trettis, P.a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ruth L. Trettis, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Ruth L. Trettis, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$449K 10.118155895167599% vs 2022
2023 filing year
$0.4M$0.42M$0.44M$0.46M 20222023 $0.41M $0.45M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 3 $408K
2023 1 3 $449K

Ruth L. Trettis, P.a. filing trail (2023)

Total Assets (Beginning of Year)$408K
Net Assets (End of Year)$449K
Net Income$41K
Employer EIN592111231
Plan Effective Date1982-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Ruth L. Trettis, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Ruth L. Trettis, P.a. Profit Sharing Plan, Total assets ($B): 0.000449118 · Participants: 3Ruth L. Trettis, P.a. 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
Ruth L. Trettis, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Ruth L. Trettis, P.a. Profit Sharing Plan side-by-side with 3 peers →

Ruth L. Trettis, P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Ansonics Money Purchase Plan in OR ($449K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Ruth L. Trettis, P.a. Profit Sharing Plan assets move in 2023? ▼
Ruth L. Trettis, P.a. Profit Sharing Plan grew at a solid clip - up 10.1% during 2023, from $408K to $449K. Reported net income was $41K.
How have Ruth L. Trettis, P.a. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ruth L. Trettis, P.a.'s sponsor-wide assets grew 10.1%, from $408K to $449K.
Where does Ruth L. Trettis, P.a. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ruth L. Trettis, P.a. Profit Sharing Plan ranks in the 17th 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 Ruth L. Trettis, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ansonics Money Purchase Plan in OR ($449K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Ruth L. Trettis, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 592111231.

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.