Profit Sharing · DOL Form 5500 · 2024

Artis Naples, Inc. Profit Sharing Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
358
Participants Below avg headcount
81st
Percentile by assets National rank
$105,589
Avg per participant Below avg balance/head
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Official DOL plan name: Artis Naples, Inc. Retirement Plan · Sponsored by Artis Naples, Inc. · Florida · Other Services

$38M in assets, 358 participants

Artis Naples, Inc.'s Artis Naples, Inc. Retirement Plan reported $38M in total assets and 358 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,003 in Other Services (7,719 peers)

Where Artis Naples, Inc. Retirement Plan sits by assets

Artis Naples, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 358 participants (~$105,589/participant), up 15.9% in 2024.

#7,003
in Other Services (7,719 peers)
+15.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Artis Naples, Inc. Retirement Plan's outsized position by total assets

Artis Naples, Inc. Retirement Plan vs every filed plan by assets

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

$37,800,945 Top 19% higher than 81% 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

Artis Naples, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Artis Naples, Inc. Retirement Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Artis Naples, Inc. Retirement Plan end-of-year assets rose from $33M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Artis Naples, Inc. Retirement Plan reported participants rose from 351 in the plan year 2023 filing to 358 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 592322926 · Artis Naples, Inc. PY 2024 · Profit Sharing

Artis Naples, Inc. Retirement Plan · $38M · 358 · 81st

  • RANK $38M
  • PHOTO 358
  • IND 81st
  • EOY Profit Sharing
  • 5500 near Sheet Metal Workers Local Union No.71 Annuity Fund
  • ASSETS ind #7003

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 →

Artis Naples, Inc. Retirement Plan in the asset neighbourhood

The Heritage Foundation Retirement PlanThe Heritage Foundation Reti…$38MPresbyterian Medical Services Discretionary Contribution PlanPresbyterian Medical Service…$38MMesser Construction Co. Hourly Employees' Retirement PlanMesser Construction Co. Hour…$38MSheet Metal Workers Local Union No.71 Annuity FundSheet Metal Workers Local Un…$38MArtis Naples, Inc. Retirement PlanArtis Naples, Inc. Retiremen…$38M
End-of-year total assets ($M) among Artis Naples, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$38M
Net Income$5M
Employer EIN592322926
Plan Effective Date1989-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Artis Naples, Inc.)

Sponsor-wide plan assets over time

All Artis Naples, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 37.84977594501317% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.4M $37.8M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 296 $27M
2023 1 351 $33M
2024 1 358 $38M

Nearby Profit Sharing Plans in Florida

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

Artis Naples, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Artis Naples, Inc. Retirement Plan, Total assets ($B): 0.037800945 · Participants: 358Artis Naples, 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
Artis Naples, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants

Artis Naples, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Sheet Metal Workers Local Union No.71 Annuity Fund in NY ($38M); by covered participants it is Bac 1 Supplemental Retirement Fund in MN (358 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Artis Naples, Inc. Retirement Plan assets move in 2024?
Artis Naples, Inc. Retirement Plan grew sharply - up 15.9% during 2024, from $33M to $38M. Reported net income was $5M.
How have Artis Naples, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Artis Naples, Inc.'s sponsor-wide assets grew 37.8%, from $27M to $38M.
Where does Artis Naples, Inc. Retirement Plan rank by assets among Form 5500 filers?
Artis Naples, Inc. Retirement Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Artis Naples, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Sheet Metal Workers Local Union No.71 Annuity Fund in NY ($38M, 389 participants).
Which Profit Sharing plans cover a similar participant headcount to Artis Naples, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Bac 1 Supplemental Retirement Fund in MN (358 participants, $15M in assets).