Profit Sharing · DOL Form 5500 · 2022
Sager & Sager Associates Profit Sharing Plan
Data updated 2026-08-11
- $14M
- Total assets
- 4
- Participants
- 72nd
- Percentile by assets
- $3.6M
- Avg per participant
Official DOL plan name: Sager & Sager Associates Profit Sharing Plan · Sponsored by Sager & Sager Associates · Pennsylvania · Professional & Technical Services
$14M in assets, 4 participants
Sager & Sager Associates's Sager & Sager Associates Profit Sharing Plan reported $14M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 139,126 plans)
- #15,347 in Professional & Technical Services (21,562 peers)
2022 asset change
Sager & Sager Associates Profit Sharing Plan pulled back noticeably 12.0% in 2022 ($16M → $14M) for 4 participants.
- $14M
- total plan assets (2022 EOY)
- 4
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $3.6M
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
2022 asset move for Sager & Sager Associates Profit Sharing Plan
Year over year, total assets pulled back noticeably from $16M at the start of 2022 to $14M at year-end (down 12.0%). Net assets closed at $14M; reported net income -$2M.
Sager & Sager Associates years around the 2022 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $14M |
| 2023 | 1 | 4 | $17M |
| 2024 | 1 | 4 | $15M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 231715816 |
| Plan Effective Date | 1968-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Sager & Sager Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sager & Sager Associates Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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2022 change
Ways to act on Sager & Sager Associates Profit Sharing Plan's numbers.
- By total assets, Sager & Sager Associates Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Sager & Sager Associates's sponsor-wide assets have grown 2.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans