Profit Sharing · DOL Form 5500 · 2024
Shr Wellness Corp. Profit Sharing Plan
Data updated 2026-08-25
- $750K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $250,076
- Avg per participant Above avg balance/head
Official DOL plan name: Shr Wellness Corp. Profit Sharing Plan · Sponsored by Shr Wellness Corp. · Florida · Professional & Technical Services
$750K in assets, 3 participants
Shr Wellness Corp.'s Shr Wellness Corp. Profit Sharing Plan reported $750K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #3,231 in Professional & Technical Services (20,173 peers)
Shr Wellness Corp. multi-year trail
Shr Wellness Corp.'s plans moved +146.1% in assets from 2023 to 2024; this filing shows Shr Wellness Corp. Profit Sharing Plan at $750K / 3 participants.
- #3,231
- in Professional & Technical Services (20,173 peers)
- +146.1%
- assets growth YoY
Shr Wellness Corp. Profit Sharing Plan among the smaller filed plans by assets
Shr Wellness Corp. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$750,229 21st percentile higher than 21% 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
Shr Wellness Corp. 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. Shr Wellness Corp. 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
- Shr Wellness Corp. Profit Sharing Plan end-of-year assets rose from $305K in the plan year 2023 filing to $750K in the plan year 2024 filing.
- Shr Wellness Corp. Profit Sharing Plan reported net income rose from $305K in the plan year 2023 filing to $445K in the plan year 2024 filing.
DOL schedule card
Filing strip 932651576 · Shr Wellness Corp. PY 2024 · Profit Sharing
Shr Wellness Corp. Profit Sharing Plan · $750K · 3 · 21st
- EBSA $750K
- EBSA 3
- EBSA 21st
- EBSA Profit Sharing
- EBSA near Tash Investments Inc. Profit Sharing Plan
- EBSA ind #3231
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 Professional & Technical Services retirement plans → · Plans in Florida →
Shr Wellness Corp. Profit Sharing Plan in the asset neighbourhood
Shr Wellness Corp. multi-year asset trail
Sponsor-wide plan assets over time
All Shr Wellness Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $750K 146.05336088289795% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 3 | $305K |
| 2024 | 1 | 3 | $750K |
Shr Wellness Corp. filing trail (2024)
| Total Assets (Beginning of Year) | $305K |
|---|---|
| Net Assets (End of Year) | $750K |
| Net Income | $445K |
| Employer EIN | 932651576 |
| Plan Effective Date | 2023-08-01 |
| Filing Status | FILING RECEIVED |
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
Shr Wellness Corp. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Tash Investments Inc. Profit Sharing Plan in PA ($750K); 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 ($750K here).
- Tash Investments Inc. Profit Sharing Plan (PA) $750K · 2
- Rpi Profit Sharing Plan (IL) $750K · 5
- 24k Wellness Corporation Profit Sharing Plan (AZ) $750K · 1
- Tile & Light Art of Durango Inc. Retirement Plan (CO) $750K · 14
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.