Profit Sharing · DOL Form 5500 · 2024

Lucky Duck Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$906,015
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Lucky Duck Holdings, Inc. Retirement Plan · Sponsored by Lucky Duck Holdings, Inc. · Florida · Real Estate

$2M in assets, 2 participants

Lucky Duck Holdings, Inc.'s Lucky Duck Holdings, Inc. Retirement Plan reported $2M in total assets and 2 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.

  • #2,173 in Real Estate (4,605 peers)

What the 2024 filing shows

Lucky Duck Holdings, Inc. Retirement Plan holds $2M for 2 participants - about $906,015 per participant, in the lower half of filed plans by assets.

#2,173
in Real Estate (4,605 peers)
$2M
reported net income

Lucky Duck Holdings, Inc. Retirement Plan among the smaller filed plans by assets

Lucky Duck Holdings, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,812,029 28th percentile higher than 28% of 123,620 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 2024

Lucky Duck Holdings, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lucky Duck Holdings, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 994711398 · Lucky Duck Holdings, Inc. PY 2024 · Profit Sharing

Lucky Duck Holdings, Inc. Retirement Plan · $2M · 2 · 28th

  • BOY $2M
  • BOY 2
  • BOY 28th
  • BOY Profit Sharing
  • BOY near Ragsdale Asset Management LLC Profit Sharing Plan & Trust
  • BOY ind #2173

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 →

Lucky Duck Holdings, Inc. Retirement Plan in the asset neighbourhood

Lucky Duck Holdings, Inc. Retirement PlanLucky Duck Holdings, Inc. Re…$2MRagsdale Asset Management LLC Profit Sharing Plan & TrustRagsdale Asset Management LL…$2MGary Cohen Corporation Profit Sharing PlanGary Cohen Corporation Profi…$2MWylie Communications, Inc. Profit Sharing PlanWylie Communications, Inc. P…$2MPathtech Ltd Profit Sharing Plan U/a 12/27/02Pathtech Ltd Profit Sharing …$2M
End-of-year total assets ($M) among Lucky Duck Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN994711398
Plan Effective Date2024-09-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Lucky Duck Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Lucky Duck Holdings, Inc. Retirement Plan, Total assets ($B): 0.001812029 · Participants: 2Lucky Duck Holdings, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Lucky Duck Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Lucky Duck Holdings, Inc. Retirement Plan side-by-side with 3 peers →

Lucky Duck Holdings, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Ragsdale Asset Management LLC Profit Sharing Plan & Trust in CA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

Which Profit Sharing plans are similar in size to Lucky Duck Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ragsdale Asset Management LLC Profit Sharing Plan & Trust in CA ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Lucky Duck Holdings, Inc. Retirement 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 994711398.

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.