Profit Sharing · DOL Form 5500 · 2022
Sager & Sager Associates Profit Sharing Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $3.6M
- Avg per participant High balance/head
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.
- #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.
- #15,347
- in Professional & Technical Services (21,562 peers)
- -12.0%
- assets change YoY
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.
Sager & Sager Associates Profit Sharing Plan's outsized position by total assets
Sager & Sager Associates Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,264,024 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sager & Sager Associates Profit Sharing 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. Sager & Sager Associates Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 231715816 · Sager & Sager Associates PY 2022 · Profit Sharing
Sager & Sager Associates Profit Sharing Plan · $14M · 4 · 72nd
- TYPE $14M
- TYPE 4
- TYPE 72nd
- TYPE Profit Sharing
- TYPE near Hwh Corporation Employees' Profit Sharing Plan and Trust
- TYPE ind #15347
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Sager & Sager Associates Profit Sharing Plan in the asset neighbourhood
Sager & Sager Associates years around the 2022 move
Sponsor-wide plan assets over time
All Sager & Sager Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 2.175627298439767% vs 2022
- 2024 filing year
| 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.
- 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
Sager & Sager Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Hwh Corporation Employees' Profit Sharing Plan and Trust in IA ($14M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Arz Education Retirement Plan (CA) 4 · 0 off
- Precision Signs, Inc. Retirement Plan (NC) 4 · 0 off
- Herms Lumber Sales, Inc. Profit Sharing Plan (CA) 4 · 0 off
- Reed & Reed Profit Sharing Plan (TX) 4 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.