Profit Sharing · DOL Form 5500 · 2024

Freedom by the Sea, Inc. Profit Sharing Plan

Data updated 2026-08-25

$383K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$127,827
Avg per participant Near avg balance/head
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Official DOL plan name: Freedom by the Sea, Inc. Retirement Plan · Sponsored by Freedom by the Sea, Inc. · Florida · Administrative & Support Services

$383K in assets, 3 participants

Freedom by the Sea, Inc.'s Freedom by the Sea, Inc. Retirement Plan reported $383K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,543 in Administrative & Support Services (4,368 peers)

Freedom by the Sea, Inc. multi-year trail

Freedom by the Sea, Inc.'s plans moved +322.4% in assets from 2022 to 2024; this filing shows Freedom by the Sea, Inc. Retirement Plan at $383K / 3 participants.

#1,543
in Administrative & Support Services (4,368 peers)
+32.0%
assets growth YoY

Freedom by the Sea, Inc. Retirement Plan among the smaller filed plans by assets

Freedom by the Sea, Inc. Retirement Plan vs every filed plan by assets

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

$383,482 16th percentile higher than 16% 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

Freedom by the Sea, 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. Freedom by the Sea, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Freedom by the Sea, Inc. Retirement Plan reported net income fell from $200K in the plan year 2023 filing to $93K in the plan year 2024 filing.
  • Freedom by the Sea, Inc. Retirement Plan end-of-year assets rose from $290K in the plan year 2023 filing to $383K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 862160214 · Freedom by the Sea, Inc. PY 2024 · Profit Sharing

Freedom by the Sea, Inc. Retirement Plan · $383K · 3 · 16th

  • SCH $383K
  • EBSA 3
  • PART 16th
  • TYPE Profit Sharing
  • NET near Omar a. Candelas Retirement Plan
  • BOOK ind #1543

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 Administrative & Support Services retirement plans → · Plans in Florida →

Freedom by the Sea, Inc. Retirement Plan in the asset neighbourhood

Freedom by the Sea, Inc. Retirement PlanFreedom by the Sea, Inc. Ret…$383KOmar a. Candelas Retirement PlanOmar a. Candelas Retirement …$383KScenarios, Inc. Profit Sharing PlanScenarios, Inc. Profit Shari…$383KFj Torres Diaz Retirement PlanFj Torres Diaz Retirement Pl…$384KNrka Corp. Retirement Plan$384K
End-of-year total assets ($M) among Freedom by the Sea, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Freedom by the Sea, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Freedom by the Sea, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$383K 322.4300506719542% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.09M $0.38M ▲ +322.2%
Year Plans Participants Total Assets
2022 1 2 $91K
2023 1 3 $290K
2024 1 3 $383K

Freedom by the Sea, Inc. filing trail (2024)

Total Assets (Beginning of Year)$290K
Net Assets (End of Year)$383K
Net Income$93K
Employer EIN862160214
Plan Effective Date2021-02-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Freedom by the Sea, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Freedom by the Sea, Inc. Retirement Plan, Total assets ($B): 0.000383482 · Participants: 3Freedom by the Sea, 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
Freedom by the Sea, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants

Freedom by the Sea, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Omar a. Candelas Retirement Plan in PR ($383K); 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 ($383K 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.

Frequently Asked Questions

How did Freedom by the Sea, Inc. Retirement Plan assets move in 2024?
Freedom by the Sea, Inc. Retirement Plan surged - up 32.0% during 2024, from $290K to $383K. Reported net income was $93K.
How have Freedom by the Sea, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Freedom by the Sea, Inc.'s sponsor-wide assets grew 322.4%, from $91K to $383K.
Where does Freedom by the Sea, Inc. Retirement Plan rank by assets among Form 5500 filers?
Freedom by the Sea, Inc. Retirement Plan ranks in the 16th 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 Freedom by the Sea, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Omar a. Candelas Retirement Plan in PR ($383K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Freedom by the Sea, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K in assets).