Profit Sharing · DOL Form 5500 · 2022

Emery Stephens Holding Ltd Profit Sharing Plan

Data updated 2026-08-25

$30K
Total assets Small plan by assets
N/A
Participants Small participant base
2nd
Percentile by assets National rank
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Official DOL plan name: Emery Stephens Holding Profit Sharing Trust · Sponsored by Emery Stephens Holding Ltd · Arizona · Real Estate

$30K in assets, N/A participants

Emery Stephens Holding Ltd's Emery Stephens Holding Profit Sharing Trust reported $30K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #158 in Real Estate (5,057 peers)

Emery Stephens Holding Ltd multi-year trail

Emery Stephens Holding Ltd's plans moved +188.2% in assets from 2022 to 2024; this filing shows Emery Stephens Holding Profit Sharing Trust at $30K / N/A participants.

#158
in Real Estate (5,057 peers)
$30K
reported net income

Emery Stephens Holding Profit Sharing Trust among the smaller filed plans by assets

Emery Stephens Holding Profit Sharing Trust vs every filed plan by assets

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

$30,321 2nd percentile higher than 2% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 860366933 · Emery Stephens Holding Ltd PY 2022 · Profit Sharing

Emery Stephens Holding Profit Sharing Trust · $30K · N/A · 2nd

  • PART $30K
  • TYPE N/A
  • NET 2nd
  • BOOK Profit Sharing
  • VS-ST near Purcell & Noppe & Associates, Inc. Profit Sharing Plan
  • BOY ind #158

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 Arizona →

Emery Stephens Holding Profit Sharing Trust in the asset neighbourhood

Emery Stephens Holding Profit Sharing TrustEmery Stephens Holding Profi…$30KPurcell & Noppe & Associates, Inc. Profit Sharing PlanPurcell & Noppe & Associates…$30KHite Pet Pros, Inc. Retirement PlanHite Pet Pros, Inc. Retireme…$30KCoyne Veterinary Services Profit Sharing PlanCoyne Veterinary Services Pr…$30KNexetra Corp. Profit Sharing PlanNexetra Corp. Profit Sharing…$30K
End-of-year total assets ($M) among Emery Stephens Holding Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Emery Stephens Holding Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Emery Stephens Holding Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$87K 188.1864054615613% vs 2022
2024 filing year
$0.02M$0.04M$0.06M$0.08M$0.1M 202220232024 $0.03M $0.09M ▲ +200.0%
Year Plans Participants Total Assets
2022 1 N/A $30K
2023 1 7 $69K
2024 1 7 $87K

Emery Stephens Holding Ltd filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$30K
Net Income$30K
Employer EIN860366933
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Emery Stephens Holding Profit Sharing Trust vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -20020406080 Total assets ($M) Participants Emery Stephens Holding Profit Sharing Trust, Total assets ($M): 0.030321 · Participants: 0Emery Stephens Holding Profit Sharing TrustKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 71.833209 · Participants: 558Kitchell Affiliates Employees' Profit Sharing PlanBurch & Cracchiolo, P.a. Restated Profit Sharing Plan, Total assets ($M): 39.588445 · Participants: 61Burch & Cracchiolo, P.a. Restated Profit Sharing PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 25.614438 · Participants: 28M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 24.278248 · Participants: 627Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 19.351983 · Participants: 171Center for Biological Diversity 403(b) DC Plan
Emery Stephens Holding Profit Sharing Trust vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Emery Stephens Holding Profit Sharing Trust side-by-side with 3 peers →

Emery Stephens Holding Profit Sharing Trust's closest out-of-state Profit Sharing peers by assets

Outside Arizona, the nearest Profit Sharing by end-of-year assets is Purcell & Noppe & Associates, Inc. Profit Sharing Plan in CA at $30K (this filing: $30K).

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 have Emery Stephens Holding Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emery Stephens Holding Ltd's sponsor-wide assets grew 188.2%, from $30K to $87K.
Where does Emery Stephens Holding Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Emery Stephens Holding Profit Sharing Trust ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Emery Stephens Holding Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Purcell & Noppe & Associates, Inc. Profit Sharing Plan in CA ($30K, 2 participants).

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 860366933.

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.