Defined Benefit (Pension) · DOL Form 5500 · 2022

Sharpe & Associates, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
52nd
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Sharpe & Associates, Inc. Defined Benefit Plan · Sponsored by Sharpe & Associates, Inc. · Arizona · Real Estate

$5M in assets, 2 participants

Sharpe & Associates, Inc.'s Sharpe & Associates, Inc. Defined Benefit Plan reported $5M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,527 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. Defined Benefit Plan at $5M / 2 participants.

#3,527
in Real Estate (5,057 peers)
-8.7%
assets change YoY

The plan reported a net loss of $514K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sharpe & Associates, Inc. Defined Benefit Plan's mid-pack asset rank among Real Estate and all filers

Sharpe & Associates, Inc. Defined Benefit Plan vs every filed plan by assets

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

$5,385,190 Top 48% higher than 52% 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. Defined Benefit 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. Defined Benefit Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 860657491 · Sharpe & Associates, Inc. PY 2022 · Defined Benefit (Pension)

Sharpe & Associates, Inc. Defined Benefit Plan · $5M · 2 · 52nd

  • EBSA $5M
  • PART 2
  • TYPE 52nd
  • NET Defined Benefit (Pension)
  • BOOK near Magnequench International, Inc. Hourly Pension Plan
  • VS-ST ind #3527

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. Defined Benefit Plan in the asset neighbourhood

Oxychem Alkali Pension Plan for Hourly-Rated EmployeesOxychem Alkali Pension Plan …$5MSharpe & Associates, Inc. Defined Benefit PlanSharpe & Associates, Inc. De…$5MMagnequench International, Inc. Hourly Pension PlanMagnequench International, I…$5MCaldwell Manufacturing Company Pension PlanCaldwell Manufacturing Compa…$5MLibertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky PlantLibertas Copper, LLC Pension…$5M
End-of-year total assets ($M) among Sharpe & Associates, Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) 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)$6M
Net Assets (End of Year)$5M
Net Income-$514K
Employer EIN860657491
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sharpe & Associates, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Sharpe & Associates, Inc. Defined Benefit Plan, Total assets ($B): 0.00538519 · Participants: 2Sharpe & Associates, Inc. Defined Benefit PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.591298167 · Participants: 2609Avnet Pension Plan
Sharpe & Associates, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Sharpe & Associates, Inc. Defined Benefit Plan side-by-side with 3 peers →

Sharpe & Associates, Inc. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Magnequench International, Inc. Hourly Pension Plan in IN ($5M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

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. Defined Benefit Plan assets move in 2022? ▼
Sharpe & Associates, Inc. Defined Benefit Plan pulled back noticeably - down 8.7% during 2022, from $6M to $5M. Reported net income was -$514K.
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 Defined Benefit (Pension) plans are similar in size to Sharpe & Associates, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Magnequench International, Inc. Hourly Pension Plan in IN ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sharpe & Associates, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 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 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.