Profit Sharing · DOL Form 5500 · 2022
Stephen Sherer Md PA Profit Sharing Plan
Data updated 2026-08-25
- $862K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $287,279
- Avg per participant High balance/head
Official DOL plan name: Stephen Sherer Md PA Profit Sharing Plan · Sponsored by Stephen Sherer Md PA · New Jersey · Healthcare & Social Assistance
$862K in assets, 3 participants
Stephen Sherer Md PA's Stephen Sherer Md PA Profit Sharing Plan reported $862K in total assets and 3 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.
- #4,041 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Stephen Sherer Md PA Profit Sharing Plan declined sharply 21.9% in 2022 ($1M → $862K) for 3 participants.
- #4,041
- in Healthcare & Social Assistance (20,060 peers)
- -21.9%
- assets change YoY
The plan reported a net loss of $242K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stephen Sherer Md PA Profit Sharing Plan among the smaller filed plans by assets
Stephen Sherer Md PA Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$861,837 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
Stephen Sherer Md PA 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. Stephen Sherer Md PA Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 223004264 · Stephen Sherer Md PA PY 2022 · Profit Sharing
Stephen Sherer Md PA Profit Sharing Plan · $862K · 3 · 23rd
- PCT $862K
- PCT 3
- PCT 23rd
- PCT Profit Sharing
- PCT near Mincey Enterprises Inc. Retirement Plan
- PCT ind #4041
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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →
Stephen Sherer Md PA Profit Sharing Plan in the asset neighbourhood
Stephen Sherer Md PA years around the 2022 move
Sponsor-wide plan assets over time
All Stephen Sherer Md PA plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $862K |
| 2023 | 1 | 3 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $862K |
| Net Income | -$242K |
| Employer EIN | 223004264 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Stephen Sherer Md PA Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Mincey Enterprises Inc. Retirement Plan in VA ($862K); by covered participants it is Prairiestar Enterprises, Inc. Profit Sharing Plan in KS (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($862K here).
- Mincey Enterprises Inc. Retirement Plan (VA) $862K · 16
- Raul F. Rivera De La Vega Retirement Plan (PR) $862K · 2
- Pmbd Garrett Inc. Retirement Plan (OH) $862K · 15
- Fit Family in Flow Inc. Retirement Plan (NE) $862K · 2
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.