Profit Sharing · DOL Form 5500 · 2022

Dale Saylor & Associates Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
26th
Percentile by assets National rank
$226,292
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dale R Saylor, Cpa Profit Sharing Plan & Trust · Sponsored by Dale Saylor & Associates · Ohio · Professional & Technical Services

$1M in assets, 5 participants

Dale Saylor & Associates's Dale R Saylor, Cpa Profit Sharing Plan & Trust reported $1M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,863 in Professional & Technical Services (21,562 peers)

Dale Saylor & Associates multi-year trail

Dale Saylor & Associates's plans moved +28.2% in assets from 2022 to 2023; this filing shows Dale R Saylor, Cpa Profit Sharing Plan & Trust at $1M / 5 participants.

#4,863
in Professional & Technical Services (21,562 peers)
-2.4%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dale R Saylor, Cpa Profit Sharing Plan & Trust among the smaller filed plans by assets

Dale R Saylor, Cpa Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,131,462 26th percentile higher than 26% 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

Dale R Saylor, Cpa Profit Sharing Plan & 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. Dale R Saylor, Cpa Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 310893064 · Dale Saylor & Associates PY 2022 · Profit Sharing

Dale R Saylor, Cpa Profit Sharing Plan & Trust · $1M · 5 · 26th

  • PART $1M
  • TYPE 5
  • NET 26th
  • BOOK Profit Sharing
  • VS-ST near Southern Farm Supply, Inc. Profit Sharing Plan
  • BOY ind #4863

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 Ohio →

Dale R Saylor, Cpa Profit Sharing Plan & Trust in the asset neighbourhood

Dale R Saylor, Cpa Profit Sharing Plan & TrustDale R Saylor, Cpa Profit Sh…$1MSouthern Farm Supply, Inc. Profit Sharing PlanSouthern Farm Supply, Inc. P…$1MKros-Wise, Inc. Sca Plan$1MCorby and Corby an Accountancy Corp. Profit Sharing PlanCorby and Corby an Accountan…$1MAc Technical Services Corp Retirement PlanAc Technical Services Corp R…$1M
End-of-year total assets ($M) among Dale R Saylor, Cpa Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Dale Saylor & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Dale Saylor & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.18291732289728% vs 2022
2023 filing year
$1M$1.1M$1.2M$1.3M$1.4M$1.5M 20222023 $1.13M $1.45M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $1M

Dale Saylor & Associates filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$27K
Employer EIN310893064
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Dale R Saylor, Cpa Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Dale R Saylor, Cpa Profit Sharing Plan & Trust, Total assets ($B): 0.001131462 · Participants: 5Dale R Saylor, Cpa Profit Sharing Plan & TrustCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Dale R Saylor, Cpa Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Dale R Saylor, Cpa Profit Sharing Plan & Trust side-by-side with 3 peers →

Dale R Saylor, Cpa Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Southern Farm Supply, Inc. Profit Sharing Plan in NC ($1M); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Dale R Saylor, Cpa Profit Sharing Plan & Trust assets move in 2022? ▼
Dale R Saylor, Cpa Profit Sharing Plan & Trust edged down modestly - down 2.4% during 2022, from $1M to $1M. Reported net income was -$27K.
How have Dale Saylor & Associates plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Dale Saylor & Associates's sponsor-wide assets grew 28.2%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Dale R Saylor, Cpa Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Southern Farm Supply, Inc. Profit Sharing Plan in NC ($1M, 21 participants).
Which Profit Sharing plans cover a similar participant headcount to Dale R Saylor, Cpa Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 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 310893064.

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.