My Plan Facts

Duty Free Americas - Cba - Retirement and Savings Planprofit sharing plan: employer contributions, fees and assets

Form 5500 for plan year 2025

The filing shows $264 of employer contributions for each active participant in the plan year that ended 31 Dec 2025. Form 5500 does not state the match formula.

Sponsor
Duty Free Americas, Inc., Hollywood, FL
EIN and plan number
52-1292246, plan 002
Plan type
profit sharing. Single-employer plan
Plan year
to
Filing received

What this filing shows

At the end of the plan year that ended 31 Dec 2025, the plan had 454 participants.

Net assets were $2,939,687 at the end of that plan year.

Employer contributions were $264 for each active participant in that plan year.

Participant contributions were $1,285 for each active participant.

By participants, it was number 1,294 of 3,206 defined contribution plans with 100 or more participants and a filing address in Florida.

By net assets, it was number 2,754 of 3,078.

This page gives no change from plan year 2024, because the site has no filing of the plan for that year.

Its employer contributions for each active participant were $264 in plan year 2025.

The median of defined contribution plans with 250 to 499 participants was $2,016 in plan year 2024.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .

Contributions

Position among plans of the same type and size. The group: 17,529 defined contribution plans with 250 to 499 participants, plan year 2024. The percentiles set the latest figures of this plan against the group of plan year 2024.

Employer contributionsPlan year that ended 31 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
$98,617
Active participants31 Dec 2025
373
Employer contributions for each active participant
$264
Among plans of the same type and size$264plan year 2024

The plan is at the 7th percentile of the group. The quartiles of the group are $993, $2,016 and $3,797. Among plans of the same sector, the plan is at the 14th percentile.

Participant contributionsPlan year that ended 31 Dec 2025
$479,198
Rollovers and other contributions
$19,421
Participant contributions for each active participant
$1,285
Among plans of the same type and size$1,285plan year 2024

The plan is at the 9th percentile of the group of 16,632 plans. The quartiles of the group are $2,518, $4,300 and $7,029. Among plans of the same sector, the plan is at the 13th percentile.

Total contributionsPlan year that ended 31 Dec 2025. Schedule H line 2a(3)
$597,236

A percentile gives a position in the group. It does not grade the plan. Groups: plans with 250 to 499 participants, Retail trade sector.

Fees that the filing shows

The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.

Recordkeeping fees
$12,909
Administrative expenses, Schedule HPlan year that ended 31 Dec 2025
$12,909
Administrative expenses for each participant$28.43plan year 2024

The plan is at the 17th percentile of the group. The quartiles of the group are $52.98, $133 and $225. Among plans of the same sector, the plan is at the 17th percentile.

Direct compensation
$12,609
Indirect compensation
$4,370
Schedule C compensation to organisationsPlan year that ended 31 Dec 2025
$16,979
Schedule C compensation for each participant$37.40plan year 2024

The plan is at the 17th percentile of the group. The quartiles of the group are $64.80, $141 and $233. Among plans of the same sector, the plan is at the 18th percentile.

The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees

Assets and participants

Net assets at the start of the plan year
$2,550,625
Total income, with the result of the investments
$889,394
Benefits paid
$487,423
Total expenses
$500,332
Net income
$389,062
Net transfers
$0
Net assets, 31 Dec 2025
$2,939,687
Active participants
373
Retired or separated, with benefits now
5
Retired or separated, with benefits later
75
Participants with an account balance
324
Participants, 31 Dec 2025
454
Net assets for each participant$6,475plan year 2024

The plan is at the 4th percentile of the group. The quartiles of the group are $24,767, $48,669 and $88,769. Among plans of the same sector, the plan is at the 6th percentile.

Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.

Plan years on file

Net assets at the end of the plan year
$803K$2.9M20092025

Plan years 2019 to 2024 have no column. The site has no filing of this plan for them, or the filing has no figure.

Participants at the end of the plan year
26345420092025

Plan years 2019 to 2024 have no column. The site has no filing of this plan for them, or the filing has no figure.

Duty Free Americas - Cba - Retirement and Savings Plan: figures of each plan year on fileA plan year has the number of the year in which it started.
Plan yearParticipantsNet assetsEmployer contributionsParticipant contributionsSchedule C compensation
2025454$2.9M$99K$479K$17K
2018111$1.5M$9,000$82K$3,000
2017115$1.6M$10K$83K$3,000
2016130$1.4M$12K$97K$5,000
2015145$1.3M$12K$93K$4,000
2014140$1.2M$14K$82K$4,000
2013136$1.1M$12K$84K$5,000
2012244$1.0M$13K$91K$4,000
2011289$899K$13K$92K$4,000
2010265$858K$13K$91K$5,000
2009263$803K$49K$100K$4,000

The site has no filing of this plan for plan years 2019 to 2024.

Assets by Schedule H category, 31 Dec 2025

Registered investment companies (mutual funds)
$2.2M 76.2%
Insurance company general account
$660K 22.5%
Participant loans
$40K 1.4%

The form shows the type of the investment vehicle. It does not list the funds of the plan.

Service providers on Schedule C

Organisations that Duty Free Americas - Cba - Retirement and Savings Plan paid $5,000 or morePlan year that ended 31 Dec 2025. Service codes and amounts as filed.
OrganisationServices in the filingDirect compensationIndirect compensation
Empower Annuity Insurance Company ORecordkeeping fees$12,609$0
LPL Financial LLCOther commissions$0$2,185
Osaic Wealth Inc.Other commissions$0$2,185

Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.

Other answers in the filing

Opinion of the accountantSchedule H line 3a
Unmodified
Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
Yes
Accounting firmSchedule H line 3c
PricewaterhouseCoopers LLC
Failure to transmit participant contributionsSchedule H line 4a
No
Fidelity bondSchedule H line 4d
Yes, $2,000,000
Blackout period in the plan yearSchedule H line 4m
No
  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2HPartial participant-directed account plan
  • 2KCode section 401(m) arrangement
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan

Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 453990: All Other Miscellaneous Store Retailers (including tobacco, candle, & trophy shops).

The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.

Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions): The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary

Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.) A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary

Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .

Other plans of Duty Free Americas, Inc.

Plans that file under EIN 52-1292246
PlanParticipantsNet assets
Duty Free Americas, Inc. Retirement Savings Plan1,087$32.6M

The employer page of Duty Free Americas, Inc.

Plans of similar size in the same industry

Plans with the same plan type and business code, nearest in number of participantsThe list is for navigation. Its order is not a rank.
PlanSponsorParticipants
Beard Equipment Company 401(k) Profit Sharing Plan & TrustBeard Holding, Inc. DBA Beard Equipment Company484
The Kalama Beach Employees Profit Sharing Investment PlanKalama Beach Corporation448
Insa 401(k) PlanInsa, Inc.489
The Art Source, Inc. 401(k) Profit Sharing PlanThe Art Source, Inc.436
Diesel USA, Inc. 401(k) Savings PlanDiesel USA, Inc.498
Meadows Farms, Inc. 401(k) Profit Sharing PlanMeadows Farms, Inc.421
Ethos, LLC Retirement Savings PlanMLH Mso Holdco, Inc.512
Universal Pool Company, Inc. 401(k) Savings PlanUniversal Pool Company, Inc.421
Bane-Welker Employee Stock Ownership PlanBane-Welker, Inc.521
Gibbs Technology Company Employees Savings TrustGibbs Technology Company420

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "Duty Free Americas - Cba - Retirement and Savings Plan." https://myplanfacts.com/plan/521292246-002-duty-free-americas-cba-retirement-and-savings-plan/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 52-1292246, plan 002. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 500 participants or more, a second filing on record, and net assets and an employer contributions line on Schedule H.

Questions

Does the filing show the employer match?

No. Form 5500 does not state the match formula. The filing shows total employer contributions of $98,617 for the plan year that ended 31 Dec 2025. Participants contributed $479,198 in total in that plan year.

What fees does the filing show?

The plan reported $12,909 of administrative expenses for the plan year that ended 31 Dec 2025. Schedule C shows $16,979 of compensation to service providers. Fund expense ratios are not in Form 5500.

Which organisations give services to the plan?

Schedule C of the filing names 3 organisations. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.

How old are these figures?

The figures are for the plan year from 1 Jan 2025 to 31 Dec 2025. The Department of Labor received the filing on 14 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.