Profit Sharing · DOL Form 5500 · 2022

Saratoga Corporate Management Group, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
97
Participants Small participant base
33rd
Percentile by assets National rank
$20,253
Avg per participant Low balance/head
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Official DOL plan name: Saratoga Homes Profit Sharing Plan & Trust · Sponsored by Saratoga Corporate Management Group, LLC · Texas · Construction

$2M in assets, 97 participants

Saratoga Corporate Management Group, LLC's Saratoga Homes Profit Sharing Plan & Trust reported $2M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,090 in Construction (9,927 peers)

Saratoga Corporate Management Group, LLC multi-year trail

Saratoga Corporate Management Group, LLC's plans moved +18.5% in assets from 2022 to 2024; this filing shows Saratoga Homes Profit Sharing Plan & Trust at $2M / 97 participants.

#3,090
in Construction (9,927 peers)
-1.5%
assets change YoY

The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saratoga Homes Profit Sharing Plan & Trust among the smaller filed plans by assets

Saratoga Homes Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,964,533 33rd percentile higher than 33% 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

Saratoga Homes Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saratoga Homes Profit Sharing Plan & Trust is a small filing (97 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 208527129 · Saratoga Corporate Management Group, LLC PY 2022 · Profit Sharing

Saratoga Homes Profit Sharing Plan & Trust · $2M · 97 · 33rd

  • PART $2M
  • TYPE 97
  • NET 33rd
  • BOOK Profit Sharing
  • VS-ST near Judith Beckman Defined Contribution Plan
  • BOY ind #3090

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 Construction retirement plans → · Plans in Texas →

Saratoga Homes Profit Sharing Plan & Trust in the asset neighbourhood

Saratoga Homes Profit Sharing Plan & TrustSaratoga Homes Profit Sharin…$2MJudith Beckman Defined Contribution PlanJudith Beckman Defined Contr…$2MSummit Speech School Pension PlanSummit Speech School Pension…$2MPjjr Consulting, LLC Profit Sharing PlanPjjr Consulting, LLC Profit …$2MWenger Furniture & Appliances Co. Profit Sharing PlanWenger Furniture & Appliance…$2M
End-of-year total assets ($M) among Saratoga Homes Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Saratoga Corporate Management Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Saratoga Corporate Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.472023631061425% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.96M $2.33M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 97 $2M
2023 1 95 $2M
2024 1 100 $2M

Saratoga Corporate Management Group, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$31K
Employer EIN208527129
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Saratoga Homes Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Saratoga Homes Profit Sharing Plan & Trust, Total assets ($B): 0.001964533 · Participants: 97Saratoga Homes Profit Sharing Plan & TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Saratoga Homes Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Saratoga Homes Profit Sharing Plan & Trust side-by-side with 3 peers →

Saratoga Homes Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Judith Beckman Defined Contribution Plan in NY ($2M); by covered participants it is Torrington Savings Bank Defined Contribution Retirement Plan in CT (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Saratoga Homes Profit Sharing Plan & Trust assets move in 2022? ▼
Saratoga Homes Profit Sharing Plan & Trust edged down modestly - down 1.5% during 2022, from $2M to $2M. Reported net income was -$31K.
How have Saratoga Corporate Management Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saratoga Corporate Management Group, LLC's sponsor-wide assets grew 18.5%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Saratoga Homes Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Judith Beckman Defined Contribution Plan in NY ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Saratoga Homes Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Torrington Savings Bank Defined Contribution Retirement Plan in CT (97 participants, N/A 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 208527129.

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.