Profit Sharing · DOL Form 5500 · 2022

John Stortz & Son, Inc. Profit Sharing Plan

Data updated 2026-08-25

$432K
Total assets Small plan by assets
4
Participants Small participant base
17th
Percentile by assets National rank
$108,087
Avg per participant Below avg balance/head
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Official DOL plan name: John Stortz & Son, Inc. Profit Sharing Plan and Trust · Sponsored by John Stortz & Son, Inc. · Pennsylvania · Manufacturing

$432K in assets, 4 participants

John Stortz & Son, Inc.'s John Stortz & Son, Inc. Profit Sharing Plan and Trust reported $432K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,425 in Manufacturing (20,602 peers)

John Stortz & Son, Inc. multi-year trail

John Stortz & Son, Inc.'s plans moved +26.4% in assets from 2022 to 2023; this filing shows John Stortz & Son, Inc. Profit Sharing Plan and Trust at $432K / 4 participants.

#1,425
in Manufacturing (20,602 peers)
-23.9%
assets change YoY

The plan reported a net loss of $136K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

John Stortz & Son, Inc. Profit Sharing Plan and Trust among the smaller filed plans by assets

John Stortz & Son, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$432,349 17th percentile higher than 17% 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

John Stortz & Son, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Stortz & Son, Inc. Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 231129360 · John Stortz & Son, Inc. PY 2022 · Profit Sharing

John Stortz & Son, Inc. Profit Sharing Plan and Trust · $432K · 4 · 17th

  • TYPE $432K
  • TYPE 4
  • TYPE 17th
  • TYPE Profit Sharing
  • TYPE near Jorge Luis Mendin Marin Retirement Plan
  • TYPE ind #1425

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 Manufacturing retirement plans → · Plans in Pennsylvania →

John Stortz & Son, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

John Stortz & Son, Inc. Profit Sharing Plan and TrustJohn Stortz & Son, Inc. Prof…$432KJorge Luis Mendin Marin Retirement PlanJorge Luis Mendin Marin Reti…$432KEa Holdings Inc. Retirement PlanEa Holdings Inc. Retirement …$433KScrm Investment Corp. Retirement PlanScrm Investment Corp. Retire…$433KMeierhofer Venture Co. Retirement PlanMeierhofer Venture Co. Retir…$432K
End-of-year total assets ($M) among John Stortz & Son, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

John Stortz & Son, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All John Stortz & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$547K 26.435125326992775% vs 2022
2023 filing year
$0.4M$0.45M$0.5M$0.55M$0.6M 20222023 $0.43M $0.55M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 4 $432K
2023 1 4 $547K

John Stortz & Son, Inc. filing trail (2022)

Total Assets (Beginning of Year)$568K
Net Assets (End of Year)$432K
Net Income-$136K
Employer EIN231129360
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

John Stortz & Son, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants John Stortz & Son, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.000432349 · Participants: 4John Stortz & Son, Inc. Profit Sharing Plan and TrustEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
John Stortz & Son, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare John Stortz & Son, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

John Stortz & Son, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Jorge Luis Mendin Marin Retirement Plan in PR ($432K); 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 ($432K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 John Stortz & Son, Inc. Profit Sharing Plan and Trust assets move in 2022? ▼
John Stortz & Son, Inc. Profit Sharing Plan and Trust declined sharply - down 23.9% during 2022, from $568K to $432K. Reported net income was -$136K.
How have John Stortz & Son, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), John Stortz & Son, Inc.'s sponsor-wide assets grew 26.4%, from $432K to $547K.
Where does John Stortz & Son, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
John Stortz & Son, Inc. Profit Sharing Plan and Trust ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to John Stortz & Son, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Jorge Luis Mendin Marin Retirement Plan in PR ($432K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to John Stortz & Son, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 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 231129360.

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.