Profit Sharing · DOL Form 5500 · 2024

Easter Seals of Southwest Florida Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
174
Participants Small participant base
40th
Percentile by assets National rank
$26,201
Avg per participant Low balance/head
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Official DOL plan name: Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan · Sponsored by Easter Seals of Southwest Florida · Florida · Other Services

$5M in assets, 174 participants

Easter Seals of Southwest Florida's Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan reported $5M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,853 in Other Services (7,719 peers)

Coverage in Florida

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan covers 174 participants in Florida, about 28% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#4,853
in Other Services (7,719 peers)
+21.6%
assets growth YoY

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$4,558,958 40th percentile higher than 40% 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

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $809K in the plan year 2024 filing.
  • Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan reported participants rose from 160 in the plan year 2023 filing to 174 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 590638490 · Easter Seals of Southwest Florida PY 2024 · Profit Sharing

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan · $5M · 174 · 40th

  • EIN $5M
  • RANK 174
  • PHOTO 40th
  • IND Profit Sharing
  • EOY near Coast Medical Northwest, Inc. Profit Sharing Plan
  • 5500 ind #4853

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 Other Services retirement plans → · Plans in Florida →

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan in the asset neighbourhood

Easter Seals of Southwest Florida Inc. 403(b) Retirement PlanEaster Seals of Southwest Fl…$5MValley Realty, Inc. Profit Sharing PlanValley Realty, Inc. Profit S…$5MHumberto Vidal Inc. Profit Sharing PlanHumberto Vidal Inc. Profit S…$5MClaudio a Haug Cpa Profit Sharing Plan - QrpClaudio a Haug Cpa Profit Sh…$5MCoast Medical Northwest, Inc. Profit Sharing PlanCoast Medical Northwest, Inc…$5M
End-of-year total assets ($M) among Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$809K
Employer EIN590638490
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Easter Seals of Southwest Florida)

Sponsor-wide plan assets over time

All Easter Seals of Southwest Florida plans reported in each filing year

Latest sponsor-wide plan assets
$5M 66.94985049812597% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.73M $4.56M ▲ +67.0%
Year Plans Participants Total Assets
2022 1 146 $3M
2023 1 160 $4M
2024 1 174 $5M

Nearby Profit Sharing Plans in Florida

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

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan, Total assets ($B): 0.004558958 · Participants: 174Easter Seals of Southwest Florida Inc. 403(b) 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
Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Coast Medical Northwest, Inc. Profit Sharing Plan in WA ($5M); by covered participants it is Prescott College 403(b) Plan in AZ (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan assets move in 2024? ▼
Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan grew sharply - up 21.6% during 2024, from $4M to $5M. Reported net income was $809K.
How have Easter Seals of Southwest Florida plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Easter Seals of Southwest Florida's sponsor-wide assets grew 66.9%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Coast Medical Northwest, Inc. Profit Sharing Plan in WA ($5M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Easter Seals of Southwest Florida Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Prescott College 403(b) Plan in AZ (174 participants, $15M 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 590638490.

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.