Profit Sharing · DOL Form 5500 · 2024
Palisades Hudson Financial Group LLC Profit Sharing Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $376,798
- Avg per participant High balance/head
Official DOL plan name: Palisades Hudson Financial Group LLC Psp · Sponsored by Palisades Hudson Financial Group LLC · Florida · Professional & Technical Services
$10M in assets, 26 participants
Palisades Hudson Financial Group LLC's Palisades Hudson Financial Group LLC Psp reported $10M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,808 in Professional & Technical Services (20,173 peers)
Palisades Hudson Financial Group LLC multi-year trail
Palisades Hudson Financial Group LLC's plans moved +30.0% in assets from 2022 to 2024; this filing shows Palisades Hudson Financial Group LLC Psp at $10M / 26 participants.
- #10,808
- in Professional & Technical Services (20,173 peers)
- +12.5%
- assets growth YoY
Palisades Hudson Financial Group LLC Psp's mid-pack asset rank among Professional & Technical Services and all filers
Palisades Hudson Financial Group LLC Psp vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,796,760 Top 45% higher than 55% 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
Palisades Hudson Financial Group LLC Psp among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palisades Hudson Financial Group LLC Psp is a small filing (26 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Palisades Hudson Financial Group LLC Psp end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Palisades Hudson Financial Group LLC Psp reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 134199096 · Palisades Hudson Financial Group LLC PY 2024 · Profit Sharing
Palisades Hudson Financial Group LLC Psp · $10M · 26 · 55th
- EBSA $10M
- EBSA 26
- EBSA 55th
- EBSA Profit Sharing
- EBSA near Jernigan-Kinsella & Co Employees Profit Sharing Plan
- EBSA ind #10808
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 Professional & Technical Services retirement plans → · Plans in Florida →
Palisades Hudson Financial Group LLC Psp in the asset neighbourhood
Palisades Hudson Financial Group LLC multi-year asset trail
Sponsor-wide plan assets over time
All Palisades Hudson Financial Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 30.040262099204156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $8M |
| 2023 | 1 | 26 | $9M |
| 2024 | 1 | 26 | $10M |
Palisades Hudson Financial Group LLC filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 134199096 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Palisades Hudson Financial Group LLC Psp's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Jernigan-Kinsella & Co Employees Profit Sharing Plan in IL ($10M); by covered participants it is Lastique International Corp. Profit Sharing Plan in KY (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (26 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.