401(k) · DOL Form 5500 · 2024
Equity Development Group, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $149,097
- Avg per participant Above avg balance/head
Official DOL plan name: E V I Profit Sharing Plan · Sponsored by Equity Development Group, LLC · Florida · Real Estate
$2M in assets, 12 participants
Equity Development Group, LLC's E V I Profit Sharing Plan reported $2M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #2,165 in Real Estate (4,605 peers)
Equity Development Group, LLC multi-year trail
Equity Development Group, LLC's plans moved +23.6% in assets from 2022 to 2024; this filing shows E V I Profit Sharing Plan at $2M / 12 participants.
- #2,165
- in Real Estate (4,605 peers)
- +17.4%
- assets growth YoY
E V I Profit Sharing Plan among the smaller filed plans by assets
E V I Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,789,161 28th percentile higher than 28% 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
E V I Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E V I Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- E V I Profit Sharing Plan reported net income rose from $77K in the plan year 2023 filing to $265K in the plan year 2024 filing.
- E V I Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 204917590 · Equity Development Group, LLC PY 2024 · 401(k)
E V I Profit Sharing Plan · $2M · 12 · 28th
- TYPE $2M
- NET 12
- BOOK 28th
- VS-ST 401(k)
- BOY near Inception Homes, Inc. Dba Advantage Homes 401(k) Plan
- SCH ind #2165
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 →
E V I Profit Sharing Plan in the asset neighbourhood
Equity Development Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Equity Development Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 23.59020375006217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $1M |
| 2023 | 1 | 12 | $2M |
| 2024 | 1 | 12 | $2M |
Equity Development Group, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $265K |
| Employer EIN | 204917590 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
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
E V I Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Inception Homes, Inc. Dba Advantage Homes 401(k) Plan in CA ($2M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Inception Homes, Inc. Dba Advantage Homes 401(k) Plan (CA) $2M · 32
- Chopt Salad 401(k) Plan (NY) $2M · 671
- Umcna Employee Savings Plan (PA) $2M · 15
- X.Ai 401(k) Plan (CA) $2M · 77
Similar participant headcount
Nearest other-state filings by covered participants (12 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.