Profit Sharing · DOL Form 5500 · 2022
Estate & Retirement Strategies Profit Sharing Plan
Data updated 2026-08-25
- $819K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $409,438
- Avg per participant High balance/head
Official DOL plan name: Ers Profit Sharing Plan · Sponsored by Estate & Retirement Strategies · Arizona · Other Services
$819K in assets, 2 participants
Estate & Retirement Strategies's Ers Profit Sharing Plan reported $819K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,880 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Ers Profit Sharing Plan ranks #3,880 of 8,398 2022 filers by assets (2451% of the sector average)-$819K for 2 participants.
- #3,880
- in Other Services (8,398 peers)
- -20.4%
- assets change YoY
The plan reported a net loss of $210K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ers Profit Sharing Plan among the smaller filed plans by assets
Ers Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$818,875 23rd percentile higher than 23% 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
Ers 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. Ers Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 860830430 · Estate & Retirement Strategies PY 2022 · Profit Sharing
Ers Profit Sharing Plan · $819K · 2 · 23rd
- SCH $819K
- SCH 2
- SCH 23rd
- SCH Profit Sharing
- SCH near Foren and Glaser Profit Sharing Plan
- SCH ind #3880
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 Other Services retirement plans → · Plans in Arizona →
Ers Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $819K |
| Net Income | -$210K |
| Employer EIN | 860830430 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Estate & Retirement Strategies)
Sponsor-wide plan assets over time
All Estate & Retirement Strategies plans reported in each filing year
- Latest sponsor-wide plan assets
- $990K 20.864112349259656% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $819K |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $990K |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Ers Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Foren and Glaser Profit Sharing Plan in MI ($819K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($819K here).
- Foren and Glaser Profit Sharing Plan (MI) $819K · 1
- Now Ventures, Inc. Retirement Plan (MA) $819K · 3
- Wayne Valley Imaging, LLC (NJ) $819K · 5
- Jabsatacake, Inc. Retirement Plan (WI) $819K · 7
Similar participant headcount
Nearest other-state filings by covered participants (2 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.