Profit Sharing · DOL Form 5500 · 2024
O.B. Atwell & Company, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
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.
- #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.
- #2,578
- in Real Estate (4,605 peers)
- +26.8%
- assets growth YoY
O. B. Atwell & Company, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
O. B. Atwell & Company, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,487,581 36th percentile higher than 36% 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
O. B. Atwell & Company, Inc. Profit Sharing 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. O. B. Atwell & Company, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
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.
Plan-year Form 5500 strip
Filing strip 314373182 · O.B. Atwell & Company, Inc. PY 2024 · Profit Sharing
O. B. Atwell & Company, Inc. Profit Sharing Plan · $3M · 3 · 36th
- BOOK $3M
- VS-ST 3
- BOY 36th
- SCH Profit Sharing
- EBSA near Rite of Passage Adolescent Treatment Centers and Schools, Inc. Retirement & Savings Plan
- PART ind #2578
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 →
O. B. Atwell & Company, Inc. Profit Sharing Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All O.B. Atwell & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 39.62448990703527% vs 2022
- 2024 filing year
| 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.
- 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
O. B. Atwell & Company, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Rite of Passage Adolescent Treatment Centers and Schools, Inc. Retirement & Savings Plan in NV ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.