Profit Sharing · DOL Form 5500 · 2024

Prager, Simon & Associates, LLP Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
27
Participants Small participant base
49th
Percentile by assets National rank
$273,612
Avg per participant High balance/head
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Official DOL plan name: Prager, Simon & Associates, LLP Profit Sharing Plan · Sponsored by Prager, Simon & Associates, LLP · Florida · Healthcare & Social Assistance

$7M in assets, 27 participants

Prager, Simon & Associates, LLP's Prager, Simon & Associates, LLP Profit Sharing Plan reported $7M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,166 in Healthcare & Social Assistance (16,916 peers)

Prager, Simon & Associates, LLP multi-year trail

Prager, Simon & Associates, LLP's plans moved +12.8% in assets from 2022 to 2024; this filing shows Prager, Simon & Associates, LLP Profit Sharing Plan at $7M / 27 participants.

#9,166
in Healthcare & Social Assistance (16,916 peers)
-12.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Prager, Simon & Associates, LLP Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Prager, Simon & Associates, LLP Profit Sharing Plan vs every filed plan by assets

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

$7,387,536 49th percentile higher than 49% 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

Prager, Simon & Associates, LLP 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. Prager, Simon & Associates, LLP Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Prager, Simon & Associates, LLP Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Prager, Simon & Associates, LLP Profit Sharing Plan reported participants rose from 23 in the plan year 2023 filing to 27 in the plan year 2024 filing.
  • Prager, Simon & Associates, LLP Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 651156897 · Prager, Simon & Associates, LLP PY 2024 · Profit Sharing

Prager, Simon & Associates, LLP Profit Sharing Plan · $7M · 27 · 49th

  • IND $7M
  • IND 27
  • IND 49th
  • IND Profit Sharing
  • IND near Autocentro Toyota 1165(e) Savings Plan
  • IND ind #9166

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Prager, Simon & Associates, LLP Profit Sharing Plan in the asset neighbourhood

Prager, Simon & Associates, LLP Profit Sharing PlanPrager, Simon & Associates, …$7MAutocentro Toyota 1165(e) Savings PlanAutocentro Toyota 1165(e) Sa…$7MGreater Cleveland Food Bank 403(b) PlanGreater Cleveland Food Bank …$7MSchaffer Consulting LLC Profit Sharing PlanSchaffer Consulting LLC Prof…$7MBeaumont, Inc. Profit Sharing PlanBeaumont, Inc. Profit Sharin…$7M
End-of-year total assets ($M) among Prager, Simon & Associates, LLP Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Prager, Simon & Associates, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Prager, Simon & Associates, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.815124895469948% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.55M $7.39M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 19 $7M
2023 1 23 $8M
2024 1 27 $7M

Prager, Simon & Associates, LLP filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN651156897
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Prager, Simon & Associates, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Prager, Simon & Associates, LLP Profit Sharing Plan, Total assets ($B): 0.007387536 · Participants: 27Prager, Simon & Associates, LLP Profit Sharing 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
Prager, Simon & Associates, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Prager, Simon & Associates, LLP Profit Sharing Plan side-by-side with 3 peers →

Prager, Simon & Associates, LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Autocentro Toyota 1165(e) Savings Plan in PR ($7M); by covered participants it is Learning First, Inc. Retirement Plan in NJ (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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

How did Prager, Simon & Associates, LLP Profit Sharing Plan assets move in 2024? ▼
Prager, Simon & Associates, LLP Profit Sharing Plan pulled back noticeably - down 12.9% during 2024, from $8M to $7M. Reported net income was -$1M.
How have Prager, Simon & Associates, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Prager, Simon & Associates, LLP's sponsor-wide assets grew 12.8%, from $7M to $7M.
Which Profit Sharing plans are similar in size to Prager, Simon & Associates, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Autocentro Toyota 1165(e) Savings Plan in PR ($7M, 457 participants).
Which Profit Sharing plans cover a similar participant headcount to Prager, Simon & Associates, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Learning First, Inc. Retirement Plan in NJ (27 participants, $2M 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 651156897.

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.