Profit Sharing · DOL Form 5500 · 2023

Sgw Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$346K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$173,175
Avg per participant Above avg balance/head
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Official DOL plan name: Sgw Holdings, Inc. Profit Sharing Plan · Sponsored by Sgw Holdings, Inc. · Georgia · Wholesale Trade

$346K in assets, 2 participants

Sgw Holdings, Inc.'s Sgw Holdings, Inc. Profit Sharing Plan reported $346K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #456 in Wholesale Trade (6,309 peers)

2023 asset change

Sgw Holdings, Inc. Profit Sharing Plan surged 39.6% in 2023 ($248K → $346K) for 2 participants.

#456
in Wholesale Trade (6,309 peers)
+39.6%
assets growth YoY

Sgw Holdings, Inc. Profit Sharing Plan among the smaller filed plans by assets

Sgw Holdings, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$346,350 15th percentile higher than 15% of 127,068 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 2023

Sgw Holdings, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sgw Holdings, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sgw Holdings, Inc. Profit Sharing Plan reported net income rose from $40K in the plan year 2022 filing to $98K in the plan year 2023 filing.
  • Sgw Holdings, Inc. Profit Sharing Plan end-of-year assets rose from $248K in the plan year 2022 filing to $346K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 273119798 · Sgw Holdings, Inc. PY 2023 · Profit Sharing

Sgw Holdings, Inc. Profit Sharing Plan · $346K · 2 · 15th

  • TYPE $346K
  • TYPE 2
  • TYPE 15th
  • TYPE Profit Sharing
  • TYPE near Five Oceans Holding Corp. Pension Transfer Trust Plan
  • TYPE ind #456

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 Wholesale Trade retirement plans → · Plans in Georgia →

Sgw Holdings, Inc. Profit Sharing Plan in the asset neighbourhood

Sgw Holdings, Inc. Profit Sharing PlanSgw Holdings, Inc. Profit Sh…$346KFive Oceans Holding Corp. Pension Transfer Trust PlanFive Oceans Holding Corp. Pe…$347KK7 Enterprises Retirement PlanK7 Enterprises Retirement Pl…$347KPeppered Gold, Inc. Retirement PlanPeppered Gold, Inc. Retireme…$347KJtk Enterprises, Inc. Profit Sharing PlanJtk Enterprises, Inc. Profit…$346K
End-of-year total assets ($M) among Sgw Holdings, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sgw Holdings, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Sgw Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$247K 0.3102799369769063% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.25M $0.25M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $248K
2023 1 2 $346K
2024 1 2 $247K

2023 asset-move particulars

Total Assets (Beginning of Year)$248K
Net Assets (End of Year)$346K
Net Income$98K
Employer EIN273119798
Plan Effective Date2010-07-26
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

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

Sgw Holdings, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Sgw Holdings, Inc. Profit Sharing Plan, Total assets ($B): 0.00034635 · Participants: 2Sgw Holdings, Inc. Profit Sharing PlanEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Sgw Holdings, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Sgw Holdings, Inc. Profit Sharing Plan side-by-side with 3 peers →

Sgw Holdings, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Five Oceans Holding Corp. Pension Transfer Trust Plan in OR ($347K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sgw Holdings, Inc. Profit Sharing Plan assets move in 2023? ▼
Sgw Holdings, Inc. Profit Sharing Plan surged - up 39.6% during 2023, from $248K to $346K. Reported net income was $98K.
How have Sgw Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sgw Holdings, Inc.'s sponsor-wide assets declined 0.3%, from $248K to $247K.
Where does Sgw Holdings, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sgw Holdings, Inc. Profit Sharing Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sgw Holdings, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Five Oceans Holding Corp. Pension Transfer Trust Plan in OR ($347K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Sgw Holdings, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273119798.

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.