Profit Sharing · DOL Form 5500 · 2022

Aqualion Properties, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$737,393
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aqualion Properties, Inc. Retirement Plan · Sponsored by Aqualion Properties, Inc. · Pennsylvania · Real Estate

$1M in assets, 2 participants

Aqualion Properties, Inc.'s Aqualion Properties, Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,384 in Real Estate (5,057 peers)

Aqualion Properties, Inc. multi-year trail

Aqualion Properties, Inc.'s plans moved -59.5% in assets from 2022 to 2024; this filing shows Aqualion Properties, Inc. Retirement Plan at $1M / 2 participants.

#2,384
in Real Estate (5,057 peers)
-36.1%
assets change YoY

The plan reported a net loss of $832K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aqualion Properties, Inc. Retirement Plan among the smaller filed plans by assets

Aqualion Properties, Inc. Retirement Plan vs every filed plan by assets

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

$1,474,786 29th percentile higher than 29% 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

Aqualion Properties, 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. Aqualion Properties, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 460803760 · Aqualion Properties, Inc. PY 2022 · Profit Sharing

Aqualion Properties, Inc. Retirement Plan · $1M · 2 · 29th

  • PHOTO $1M
  • IND 2
  • EOY 29th
  • 5500 Profit Sharing
  • ASSETS near Lubna Enterprises, Inc. Retirement Plan
  • PCT ind #2384

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 Real Estate retirement plans → · Plans in Pennsylvania →

Aqualion Properties, Inc. Retirement Plan in the asset neighbourhood

Capital Craftsmen, Inc. Profit Sharing PlanCapital Craftsmen, Inc. Prof…$1MSmith Barney Keogh Plan for Nick C. KazarianSmith Barney Keogh Plan for …$1MMichael M. Churukian, Md Profit Sharing PlanMichael M. Churukian, Md Pro…$1MAqualion Properties, Inc. Retirement PlanAqualion Properties, Inc. Re…$1MLubna Enterprises, Inc. Retirement PlanLubna Enterprises, Inc. Reti…$1M
End-of-year total assets ($M) among Aqualion Properties, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Aqualion Properties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aqualion Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$598K 59.46225418467493% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.47M $0.6M ▼ -59.2%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $841K
2024 1 2 $598K

Aqualion Properties, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$832K
Employer EIN460803760
Plan Effective Date2012-08-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Aqualion Properties, 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 ($B) Participants Aqualion Properties, Inc. Retirement Plan, Total assets ($B): 0.001474786 · Participants: 2Aqualion Properties, 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
Aqualion Properties, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Aqualion Properties, Inc. Retirement Plan side-by-side with 3 peers →

Aqualion Properties, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Lubna Enterprises, Inc. Retirement Plan in NJ ($1M); 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 Aqualion Properties, Inc. Retirement Plan assets move in 2022? ▼
Aqualion Properties, Inc. Retirement Plan contracted severely - down 36.1% during 2022, from $2M to $1M. Reported net income was -$832K.
How have Aqualion Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aqualion Properties, Inc.'s sponsor-wide assets declined 59.5%, from $1M to $598K.
Which Profit Sharing plans are similar in size to Aqualion Properties, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lubna Enterprises, Inc. Retirement Plan in NJ ($1M, 33 participants).
Which Profit Sharing plans cover a similar participant headcount to Aqualion Properties, 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 460803760.

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.