Profit Sharing · DOL Form 5500 · 2022

Storage First Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
32nd
Percentile by assets National rank
$900,000
Avg per participant High balance/head
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Official DOL plan name: Storage First Inc. Retirement Plan · Sponsored by Storage First Inc. · Pennsylvania · Other Services

$2M in assets, 2 participants

Storage First Inc.'s Storage First Inc. Retirement Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #4,668 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Storage First Inc. Retirement Plan ranks #4,668 of 8,398 2022 filers by assets (1115% of the sector average)-$2M for 2 participants.

#4,668
in Other Services (8,398 peers)
-12.2%
assets change YoY

The plan reported a net loss of $250K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Storage First Inc. Retirement Plan among the smaller filed plans by assets

Storage First Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,800,000 32nd percentile higher than 32% of 139,123 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 2022

Storage First Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Storage First Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 811556127 · Storage First Inc. PY 2022 · Profit Sharing

Storage First Inc. Retirement Plan · $2M · 2 · 32nd

  • TYPE $2M
  • TYPE 2
  • TYPE 32nd
  • TYPE Profit Sharing
  • TYPE near Jordan Living Care Inc. Retirement Plan
  • TYPE ind #4668

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 Pennsylvania →

Storage First Inc. Retirement Plan in the asset neighbourhood

Storage First Inc. Retirement PlanStorage First Inc. Retiremen…$2MJordan Living Care Inc. Retirement PlanJordan Living Care Inc. Reti…$2MVijay Arora, M.D., Inc. Retirement Plan TwoVijay Arora, M.D., Inc. Reti…$2MValley Industrial Specialties, Inc. Profit Sharing PlanValley Industrial Specialtie…$2MSt. Ann Corporation Profit Sharing PlanSt. Ann Corporation Profit S…$2M
End-of-year total assets ($M) among Storage First Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$250K
Employer EIN811556127
Plan Effective Date2016-02-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Storage First Inc.)

Sponsor-wide plan assets over time

All Storage First Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.555555555555555% vs 2022
2024 filing year
$1.75M$1.8M$1.85M$1.9M$1.95M$2M 202220232024 $1.8M $1.9M ▲ +5.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in Pennsylvania

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

Storage First Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Storage First Inc. Retirement Plan, Total assets ($B): 0.0018 · Participants: 2Storage First Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Storage First Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Storage First Inc. Retirement Plan side-by-side with 3 peers →

Storage First Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Jordan Living Care Inc. Retirement Plan in CA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Storage First Inc. Retirement Plan assets move in 2022? ▼
Storage First Inc. Retirement Plan pulled back noticeably - down 12.2% during 2022, from $2M to $2M. Reported net income was -$250K.
How have Storage First Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Storage First Inc.'s sponsor-wide assets grew 5.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Storage First Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jordan Living Care Inc. Retirement Plan in CA ($2M, 36 participants).
Which Profit Sharing plans cover a similar participant headcount to Storage First Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 811556127.

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.