Profit Sharing · DOL Form 5500 · 2024
O.B. Atwell & Company, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $3M
- Total assets
- 3
- Participants
- 36th
- Percentile by assets
- $1.2M
- Avg per participant
Official DOL plan name: O. B. Atwell & Company, Inc. Profit Sharing Plan · Sponsored by O.B. Atwell & Company, Inc. · Florida · Real Estate
$3M in assets, 3 participants
O.B. Atwell & Company, Inc.'s O. B. Atwell & Company, Inc. Profit Sharing Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- 36th percentile by assets (of 123,622 plans)
- #2,578 in Real Estate (4,605 peers)
Real Estate sector rank
Within Real Estate, O. B. Atwell & Company, Inc. Profit Sharing Plan ranks #2,578 of 4,605 2024 filers by assets (745% of the sector average)-$3M for 3 participants.
- $3M
- total plan assets (2024 EOY)
- 3
- covered participants
- 36th
- percentile by assets (of 123,622 plans)
- $1.2M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O. B. Atwell & Company, Inc. Profit Sharing Plan reported net income rose from $253K in the plan year 2023 filing to $737K in the plan year 2024 filing.
- O. B. Atwell & Company, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Rank #2,578 in Real Estate
Among 4,605 Real Estate plans that filed a Form 5500 for plan year 2024, O. B. Atwell & Company, Inc. Profit Sharing Plan ranks #2,578 by end-of-year assets - about 745% of the sector average of $26M. Nationally it sits in the 36th percentile, a stronger position within its industry than across all filers.
Real Estate filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $737K |
| Employer EIN | 314373182 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O.B. Atwell & Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 3 | $3M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
O. B. Atwell & Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to O. B. Atwell & Company, Inc. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on O. B. Atwell & Company, Inc. Profit Sharing Plan's numbers.
- By total assets, O. B. Atwell & Company, Inc. Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
- O.B. Atwell & Company, Inc.'s sponsor-wide assets have grown 39.6% since 2022 across 3 plan years on file. More Real Estate plans