Profit Sharing · DOL Form 5500 · 2023

Easter Seals of Southwest Florida Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
160
Participants Small participant base
39th
Percentile by assets National rank
$23,439
Avg per participant Low balance/head
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Official DOL plan name: Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan · Sponsored by Easter Seals of Southwest Florida · Florida · Other Services

$4M in assets, 160 participants

Easter Seals of Southwest Florida's Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan reported $4M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,895 in Other Services (7,857 peers)

Coverage in Florida

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan covers 160 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#4,895
in Other Services (7,857 peers)
+37.3%
assets growth YoY

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$3,750,234 39th percentile higher than 39% 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

Easter Seals of Southwest Florida Inc. 403(b) Retirement 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. Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan reported net income rose from $727K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan reported participants rose from 146 in the plan year 2022 filing to 160 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 590638490 · Easter Seals of Southwest Florida PY 2023 · Profit Sharing

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan · $4M · 160 · 39th

  • EOY $4M
  • 5500 160
  • ASSETS 39th
  • PCT Profit Sharing
  • EIN near Deductive Systems Inc. Profit Sharing Plan
  • RANK ind #4895

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 →

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan in the asset neighbourhood

Easter Seals of Southwest Florida Inc. 403(b) Retirement PlanEaster Seals of Southwest Fl…$4MDeductive Systems Inc. Profit Sharing PlanDeductive Systems Inc. Profi…$4MWebster Memorial Hospital 403b PlanWebster Memorial Hospital 40…$4MInstituto Comercial De Puerto Rico, Inc. Dba Icpr College Retirement PlanInstituto Comercial De Puert…$4MTony W Leung Md Profit Sharing PlanTony W Leung Md Profit Shari…$4M
End-of-year total assets ($M) among Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN590638490
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Easter Seals of Southwest Florida)

Sponsor-wide plan assets over time

All Easter Seals of Southwest Florida plans reported in each filing year

Latest sponsor-wide plan assets
$5M 66.94985049812597% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.73M $4.56M ▲ +67.0%
Year Plans Participants Total Assets
2022 1 146 $3M
2023 1 160 $4M
2024 1 174 $5M

Nearby Profit Sharing Plans in Florida

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

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan, Total assets ($B): 0.003750234 · Participants: 160Easter Seals of Southwest Florida Inc. 403(b) 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
Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Deductive Systems Inc. Profit Sharing Plan in NY ($4M); by covered participants it is First Palmetto Bank Retirement Plan in SC (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan assets move in 2023? ▼
Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan surged - up 37.3% during 2023, from $3M to $4M. Reported net income was $1M.
How have Easter Seals of Southwest Florida plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Easter Seals of Southwest Florida's sponsor-wide assets grew 66.9%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Deductive Systems Inc. Profit Sharing Plan in NY ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is First Palmetto Bank Retirement Plan in SC (160 participants, $14M 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 590638490.

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.