Profit Sharing · DOL Form 5500 · 2024

Bradley S Anderson Trustee Service Profit Sharing Plan

Data updated 2026-08-25

$240K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$239,608
Avg per participant Above avg balance/head
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Official DOL plan name: Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 · Sponsored by Bradley S Anderson Trustee Service · Florida · Professional & Technical Services

$240K in assets, 1 participants

Bradley S Anderson Trustee Service's Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 reported $240K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,902 in Professional & Technical Services (20,173 peers)

Bradley S Anderson Trustee Service multi-year trail

Bradley S Anderson Trustee Service's plans moved +47.5% in assets from 2022 to 2024; this filing shows Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 at $240K / 1 participant.

#1,902
in Professional & Technical Services (20,173 peers)
+13.3%
assets growth YoY

Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 among the smaller filed plans by assets

Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 vs every filed plan by assets

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

$239,608 12th percentile higher than 12% 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

Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 reported net income fell from $49K in the plan year 2023 filing to $28K in the plan year 2024 filing.
  • Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 end-of-year assets rose from $211K in the plan year 2023 filing to $240K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 060985266 · Bradley S Anderson Trustee Service PY 2024 · Profit Sharing

Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 · $240K · 1 · 12th

  • PART $240K
  • TYPE 1
  • NET 12th
  • BOOK Profit Sharing
  • VS-ST near Hawkins Advancement Via Equity, Inc. Profit Sharing Plan
  • BOY ind #1902

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 →

Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 in the asset neighbourhood

Bradley S Anderson Profit Sharing Plan Dated July 31, 1992Bradley S Anderson Profit Sh…$240KHawkins Advancement Via Equity, Inc. Profit Sharing PlanHawkins Advancement Via Equi…$240KPhillips Family Investors Inc. Retirement PlanPhillips Family Investors In…$240KThomas Learning Centers, Inc. 401(k) Profit Sharing Plan & TrustThomas Learning Centers, Inc…$239KEssex Technology Group, Inc. Employee Stock Ownership PlanEssex Technology Group, Inc.…$239K
End-of-year total assets ($M) among Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Bradley S Anderson Trustee Service multi-year asset trail

Sponsor-wide plan assets over time

All Bradley S Anderson Trustee Service plans reported in each filing year

Latest sponsor-wide plan assets
$240K 47.46378149502111% vs 2022
2024 filing year
$0.15M$0.2M$0.25M 202220232024 $0.16M $0.24M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 1 $162K
2023 1 1 $211K
2024 1 1 $240K

Bradley S Anderson Trustee Service filing trail (2024)

Total Assets (Beginning of Year)$211K
Net Assets (End of Year)$240K
Net Income$28K
Employer EIN060985266
Plan Effective Date1992-07-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Bradley S Anderson Profit Sharing Plan Dated July 31, 1992, Total assets ($B): 0.000239608 · Participants: 1Bradley S Anderson Profit Sharing Plan Dated July 31, 1992Retirement 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
Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 side-by-side with 3 peers →

Bradley S Anderson Profit Sharing Plan Dated July 31, 1992's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Hawkins Advancement Via Equity, Inc. Profit Sharing Plan in WA ($240K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 assets move in 2024? ▼
Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 grew at a solid clip - up 13.3% during 2024, from $211K to $240K. Reported net income was $28K.
How have Bradley S Anderson Trustee Service plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradley S Anderson Trustee Service's sponsor-wide assets grew 47.5%, from $162K to $240K.
Where does Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 rank by assets among Form 5500 filers? ▼
Bradley S Anderson Profit Sharing Plan Dated July 31, 1992 ranks in the 12th 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 Bradley S Anderson Profit Sharing Plan Dated July 31, 1992? ▼
Among Profit Sharing plans in other states, the closest by assets is Hawkins Advancement Via Equity, Inc. Profit Sharing Plan in WA ($240K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Bradley S Anderson Profit Sharing Plan Dated July 31, 1992? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 060985266.

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.