Profit Sharing · DOL Form 5500 · 2022

Soper, Soper & Weinel LLP Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
32nd
Percentile by assets National rank
$224,384
Avg per participant Above avg balance/head
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Official DOL plan name: Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan · Sponsored by Soper, Soper & Weinel LLP · Ohio · Professional & Technical Services

$2M in assets, 8 participants

Soper, Soper & Weinel LLP's Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,183 in Professional & Technical Services (21,562 peers)

Soper, Soper & Weinel LLP multi-year trail

Soper, Soper & Weinel LLP's plans moved +33.9% in assets from 2022 to 2024; this filing shows Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan at $2M / 8 participants.

#6,183
in Professional & Technical Services (21,562 peers)
-18.5%
assets change YoY

The plan reported a net loss of $407K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan among the smaller filed plans by assets

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan vs every filed plan by assets

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

$1,795,072 32nd percentile higher than 32% 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

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps 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. Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan is a micro filing (8 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 311222293 · Soper, Soper & Weinel LLP PY 2022 · Profit Sharing

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan · $2M · 8 · 32nd

  • PCT $2M
  • PCT 8
  • PCT 32nd
  • PCT Profit Sharing
  • PCT near John Shekarchi, Esquire Retirement Plan
  • PCT ind #6183

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 Ohio →

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan in the asset neighbourhood

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps PlanSoper, Soper & Weinel LLP Ps…$2MJohn Shekarchi, Esquire Retirement PlanJohn Shekarchi, Esquire Reti…$2MHcr Development, Inc. Profit Sharing PlanHcr Development, Inc. Profit…$2MFdr Retirement Plan$2MWorld Wide Packaging & Crating of Utah, Inc. Profit Sharing PlanWorld Wide Packaging & Crati…$2M
End-of-year total assets ($M) among Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Soper, Soper & Weinel LLP multi-year asset trail

Sponsor-wide plan assets over time

All Soper, Soper & Weinel LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 33.898417445094125% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.8M $2.4M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 6 $2M
2024 1 6 $2M

Soper, Soper & Weinel LLP filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$407K
Employer EIN311222293
Plan Effective Date1989-07-19
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan, Total assets ($B): 0.001795072 · Participants: 8Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan side-by-side with 3 peers →

Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is John Shekarchi, Esquire Retirement Plan in RI ($2M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan assets move in 2022? ▼
Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan declined sharply - down 18.5% during 2022, from $2M to $2M. Reported net income was -$407K.
How have Soper, Soper & Weinel LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soper, Soper & Weinel LLP's sponsor-wide assets grew 33.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is John Shekarchi, Esquire Retirement Plan in RI ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Soper, Soper & Weinel LLP Ps Plan - a.G. Edwards Stage 1 Basic Ps Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K in assets).

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 311222293.

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.