Profit Sharing · DOL Form 5500 · 2022

Soldier on, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
135
Participants Small participant base
55th
Percentile by assets National rank
$46,416
Avg per participant Low balance/head
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Official DOL plan name: Soldier on 403(b) Plan · Sponsored by Soldier on, Inc. · Massachusetts · Healthcare & Social Assistance

$6M in assets, 135 participants

Soldier on, Inc.'s Soldier on 403(b) Plan reported $6M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #12,260 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Soldier on 403(b) Plan covers 135 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#12,260
in Healthcare & Social Assistance (20,060 peers)
-8.8%
assets change YoY

The plan reported a net loss of $603K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Soldier on 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Soldier on 403(b) Plan vs every filed plan by assets

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

$6,266,101 Top 45% higher than 55% 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

Soldier on 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Soldier on 403(b) Plan sits mid-pack in the medium band (135 participants).

Published 5500 schedule card

Filing strip 043240461 · Soldier on, Inc. PY 2022 · Profit Sharing

Soldier on 403(b) Plan · $6M · 135 · 55th

  • EBSA $6M
  • EBSA 135
  • EBSA 55th
  • EBSA Profit Sharing
  • EBSA near 401(a) Profit-Sharing Plan of Chugachmiut
  • EBSA ind #12260

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Soldier on 403(b) Plan in the asset neighbourhood

Soldier on 403(b) Plan$6M401(a) Profit-Sharing Plan of Chugachmiut401(a) Profit-Sharing Plan o…$6MSchaffer Consulting LLC Profit Sharing PlanSchaffer Consulting LLC Prof…$6MLarry Johnson & Associates Profit-Sharing PlanLarry Johnson & Associates P…$6MFirstline Schools, Inc. 403(b) PlanFirstline Schools, Inc. 403(…$6M
End-of-year total assets ($M) among Soldier on 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$603K
Employer EIN043240461
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Soldier on, Inc.)

Sponsor-wide plan assets over time

All Soldier on, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 46.5850135514892% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.27M $9.19M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 135 $6M
2023 1 156 $8M
2024 1 176 $9M

Nearby Profit Sharing Plans in Massachusetts

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

Soldier on 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Soldier on 403(b) Plan, Total assets ($B): 0.006266101 · Participants: 135Soldier on 403(b) PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Soldier on 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Soldier on 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is 401(a) Profit-Sharing Plan of Chugachmiut in AK ($6M); by covered participants it is Piedmont Driving Club Profit Sharing Plan in GA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

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 Soldier on 403(b) Plan assets move in 2022? ▼
Soldier on 403(b) Plan pulled back noticeably - down 8.8% during 2022, from $7M to $6M. Reported net income was -$603K.
How have Soldier on, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soldier on, Inc.'s sponsor-wide assets grew 46.6%, from $6M to $9M.
Which Profit Sharing plans are similar in size to Soldier on 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 401(a) Profit-Sharing Plan of Chugachmiut in AK ($6M, 121 participants).
Which Profit Sharing plans cover a similar participant headcount to Soldier on 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Piedmont Driving Club Profit Sharing Plan in GA (135 participants, $7M in assets).