Profit Sharing · DOL Form 5500 · 2022

Serra and Isopi PC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$333,707
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Profit Sharing Plan and Trust of Law Offices of Sam Serra PC · Sponsored by Serra and Isopi PC · Michigan · Professional & Technical Services

$1M in assets, 3 participants

Serra and Isopi PC's Profit Sharing Plan and Trust of Law Offices of Sam Serra PC reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,564 in Professional & Technical Services (21,562 peers)

2022 asset change

Profit Sharing Plan and Trust of Law Offices of Sam Serra PC declined sharply 19.0% in 2022 ($1M → $1M) for 3 participants.

#4,564
in Professional & Technical Services (21,562 peers)
-19.0%
assets change YoY

The plan reported a net loss of $235K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Profit Sharing Plan and Trust of Law Offices of Sam Serra PC among the smaller filed plans by assets

Profit Sharing Plan and Trust of Law Offices of Sam Serra PC vs every filed plan by assets

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

$1,001,122 25th percentile higher than 25% 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

Profit Sharing Plan and Trust of Law Offices of Sam Serra PC among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Plan and Trust of Law Offices of Sam Serra PC is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 383218222 · Serra and Isopi PC PY 2022 · Profit Sharing

Profit Sharing Plan and Trust of Law Offices of Sam Serra PC · $1M · 3 · 25th

  • BOY $1M
  • BOY 3
  • BOY 25th
  • BOY Profit Sharing
  • BOY near Pluff Mud Group, Inc. Retirement Plan
  • BOY ind #4564

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 Michigan →

Profit Sharing Plan and Trust of Law Offices of Sam Serra PC in the asset neighbourhood

Profit Sharing Plan and Trust of Law Offices of Sam Serra PCProfit Sharing Plan and Trus…$1MPluff Mud Group, Inc. Retirement PlanPluff Mud Group, Inc. Retire…$1MS. Lee Riffe P.C. 401(k) Plan$1MUpper Manhattan Medical, P.C. Profit Sharing PlanUpper Manhattan Medical, P.C…$1MSturgis Consulting, Inc. Profit Sharing PlanSturgis Consulting, Inc. Pro…$1M
End-of-year total assets ($M) among Profit Sharing Plan and Trust of Law Offices of Sam Serra PC and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Serra and Isopi PC years around the 2022 move

Sponsor-wide plan assets over time

All Serra and Isopi PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 3.2278783205243715% vs 2022
2023 filing year
$0.99M$1M$1.01M$1.02M$1.03M$1.04M 20222023 $1M $1.03M ▲ +3.0%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$235K
Employer EIN383218222
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

Profit Sharing Plan and Trust of Law Offices of Sam Serra PC vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Profit Sharing Plan and Trust of Law Offices of Sam Serra PC, Total assets ($B): 0.001001122 · Participants: 3Profit Sharing Plan and Trust of Law Offices of Sam Serra PCHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.562673044 · Participants: 15480Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.474769731 · Participants: 10395Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.370960232 · Participants: 8330Ohio Carpenters' Annuity PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.247597207 · Participants: 1286IBEW Local 150 Supplemental Pension FundHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.233598708 · Participants: 687Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan
Profit Sharing Plan and Trust of Law Offices of Sam Serra PC vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Profit Sharing Plan and Trust of Law Offices of Sam Serra PC side-by-side with 3 peers →

Profit Sharing Plan and Trust of Law Offices of Sam Serra PC's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Pluff Mud Group, Inc. Retirement Plan in SC ($1M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Profit Sharing Plan and Trust of Law Offices of Sam Serra PC assets move in 2022? ▼
Profit Sharing Plan and Trust of Law Offices of Sam Serra PC declined sharply - down 19.0% during 2022, from $1M to $1M. Reported net income was -$235K.
How have Serra and Isopi PC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Serra and Isopi PC's sponsor-wide assets grew 3.2%, from $1M to $1M.
Where does Profit Sharing Plan and Trust of Law Offices of Sam Serra PC rank by assets among Form 5500 filers? ▼
Profit Sharing Plan and Trust of Law Offices of Sam Serra PC ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Profit Sharing Plan and Trust of Law Offices of Sam Serra PC? ▼
Among Profit Sharing plans in other states, the closest by assets is Pluff Mud Group, Inc. Retirement Plan in SC ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Profit Sharing Plan and Trust of Law Offices of Sam Serra PC? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 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 383218222.

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.