401(k) · DOL Form 5500 · 2022

Sharpe & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
36th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Sharpe & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Sharpe & Associates, Inc. · Arizona · Real Estate

$2M in assets, 2 participants

Sharpe & Associates, Inc.'s Sharpe & Associates, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,788 in Real Estate (5,057 peers)

Sharpe & Associates, Inc. multi-year trail

Sharpe & Associates, Inc.'s plans moved +13.4% in assets from 2022 to 2024; this filing shows Sharpe & Associates, Inc. 401(k) Profit Sharing Plan at $2M / 2 participants.

#2,788
in Real Estate (5,057 peers)
-10.5%
assets change YoY

The plan reported a net loss of $280K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sharpe & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Sharpe & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,377,394 36th percentile higher than 36% 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

Sharpe & Associates, Inc. 401(k) 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. Sharpe & Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 860657491 · Sharpe & Associates, Inc. PY 2022 · 401(k)

Sharpe & Associates, Inc. 401(k) Profit Sharing Plan · $2M · 2 · 36th

  • 5500 $2M
  • ASSETS 2
  • PCT 36th
  • EIN 401(k)
  • RANK near Metro Fab Pipe, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #2788

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 Real Estate retirement plans → · Plans in Arizona →

Sharpe & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sharpe & Associates, Inc. 401(k) Profit Sharing PlanSharpe & Associates, Inc. 40…$2MMetro Fab Pipe, Inc. 401(k) Profit Sharing PlanMetro Fab Pipe, Inc. 401(k) …$2MMcauliffe's Industrial, Inc. 401(k) PlanMcauliffe's Industrial, Inc.…$2MAllure Medical Spa 401(k) TrustAllure Medical Spa 401(k) Tr…$2MDelta Dallas 401(k) Plan$2M
End-of-year total assets ($M) among Sharpe & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sharpe & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sharpe & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 13.398322002054986% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $7.76M $8.8M ▲ +13.4%
Year Plans Participants Total Assets
2022 2 4 $8M
2023 2 4 $8M
2024 2 4 $9M

Sharpe & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$280K
Employer EIN860657491
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sharpe & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Sharpe & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002377394 · Participants: 2Sharpe & Associates, Inc. 401(k) Profit Sharing PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Sharpe & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sharpe & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sharpe & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Metro Fab Pipe, Inc. 401(k) Profit Sharing Plan in NY ($2M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Sharpe & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Sharpe & Associates, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 10.5% during 2022, from $3M to $2M. Reported net income was -$280K.
How have Sharpe & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharpe & Associates, Inc.'s sponsor-wide assets grew 13.4%, from $8M to $9M.
Which 401(k) plans are similar in size to Sharpe & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metro Fab Pipe, Inc. 401(k) Profit Sharing Plan in NY ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Sharpe & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 860657491.

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.