Profit Sharing · DOL Form 5500 · 2024

Shorely Fresh Inc. Profit Sharing Plan

Data updated 2026-08-25

$220K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$110,109
Avg per participant Below avg balance/head
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Official DOL plan name: Shorely Fresh Inc. Retirement Plan · Sponsored by Shorely Fresh Inc. · Florida · Food Services & Accommodation

$220K in assets, 2 participants

Shorely Fresh Inc.'s Shorely Fresh Inc. Retirement Plan reported $220K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,045 in Food Services & Accommodation (3,672 peers)

Shorely Fresh Inc. multi-year trail

Shorely Fresh Inc.'s plans moved +18.8% in assets from 2022 to 2024; this filing shows Shorely Fresh Inc. Retirement Plan at $220K / 2 participants.

#1,045
in Food Services & Accommodation (3,672 peers)
+10.1%
assets growth YoY

Shorely Fresh Inc. Retirement Plan among the smaller filed plans by assets

Shorely Fresh Inc. Retirement Plan vs every filed plan by assets

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

$220,217 11th percentile higher than 11% 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

Shorely Fresh 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. Shorely Fresh Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shorely Fresh Inc. Retirement Plan reported net income rose from $15K in the plan year 2023 filing to $20K in the plan year 2024 filing.
  • Shorely Fresh Inc. Retirement Plan end-of-year assets rose from $200K in the plan year 2023 filing to $220K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 813124054 · Shorely Fresh Inc. PY 2024 · Profit Sharing

Shorely Fresh Inc. Retirement Plan · $220K · 2 · 11th

  • PART $220K
  • TYPE 2
  • NET 11th
  • BOOK Profit Sharing
  • VS-ST near Swingler, Inc. Retirement Plan
  • BOY ind #1045

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Shorely Fresh Inc. Retirement Plan in the asset neighbourhood

Shorely Fresh Inc. Retirement PlanShorely Fresh Inc. Retiremen…$220KSwingler, Inc. Retirement PlanSwingler, Inc. Retirement Pl…$220KHere and Now Healthcare Incorporated Retirement PlanHere and Now Healthcare Inco…$220KRobb Wade Inc. Retirement PlanRobb Wade Inc. Retirement Pl…$220KThe Union Bank Profit Sharing PlanThe Union Bank Profit Sharin…$220K
End-of-year total assets ($M) among Shorely Fresh Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Shorely Fresh Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shorely Fresh Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$220K 18.81784827883889% vs 2022
2024 filing year
$0.18M$0.19M$0.2M$0.21M$0.22M$0.23M 202220232024 $0.19M $0.22M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 2 $185K
2023 1 2 $200K
2024 1 2 $220K

Shorely Fresh Inc. filing trail (2024)

Total Assets (Beginning of Year)$200K
Net Assets (End of Year)$220K
Net Income$20K
Employer EIN813124054
Plan Effective Date2016-07-05
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Shorely Fresh Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Shorely Fresh Inc. Retirement Plan, Total assets ($B): 0.000220217 · Participants: 2Shorely Fresh 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
Shorely Fresh Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Shorely Fresh Inc. Retirement Plan side-by-side with 3 peers →

Shorely Fresh Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Swingler, Inc. Retirement Plan in TN ($220K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($220K here).

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

How did Shorely Fresh Inc. Retirement Plan assets move in 2024? ▼
Shorely Fresh Inc. Retirement Plan grew at a solid clip - up 10.1% during 2024, from $200K to $220K. Reported net income was $20K.
How have Shorely Fresh Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shorely Fresh Inc.'s sponsor-wide assets grew 18.8%, from $185K to $220K.
Where does Shorely Fresh Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Shorely Fresh Inc. Retirement Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Shorely Fresh Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Swingler, Inc. Retirement Plan in TN ($220K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Shorely Fresh 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 813124054.

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.