Profit Sharing · DOL Form 5500 · 2023

Storage First Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$975,000
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Storage First Inc. Retirement Plan · Sponsored by Storage First Inc. · Pennsylvania · Real Estate

$2M in assets, 2 participants

Storage First Inc.'s Storage First Inc. Retirement Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,341 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Storage First Inc. Retirement Plan ranks #2,341 of 4,727 2023 filers by assets (1332% of the sector average)-$2M for 2 participants.

#2,341
in Real Estate (4,727 peers)
+8.3%
assets growth YoY

Storage First Inc. Retirement Plan among the smaller filed plans by assets

Storage First Inc. Retirement Plan vs every filed plan by assets

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

$1,950,000 30th percentile higher than 30% 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

Storage First Inc. Retirement 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. Storage First Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Storage First Inc. Retirement Plan reported net income rose from -$250K in the plan year 2022 filing to $150K in the plan year 2023 filing.
  • Storage First Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 811556127 · Storage First Inc. PY 2023 · Profit Sharing

Storage First Inc. Retirement Plan · $2M · 2 · 30th

  • EOY $2M
  • 5500 2
  • ASSETS 30th
  • PCT Profit Sharing
  • EIN near Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan
  • RANK ind #2341

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 Pennsylvania →

Storage First Inc. Retirement Plan in the asset neighbourhood

Storage First Inc. Retirement PlanStorage First Inc. Retiremen…$2MDon Lucas, Fine Silver Jewelry, Inc. Profit Sharing PlanDon Lucas, Fine Silver Jewel…$2MPacific Commercial Equipment, Inc. Profit Sharing PlanPacific Commercial Equipment…$2MBenito Morales Rivera Retirement PlanBenito Morales Rivera Retire…$2MBenito Morales Rivera Retirement PlanBenito Morales Rivera Retire…$2M
End-of-year total assets ($M) among Storage First Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$150K
Employer EIN811556127
Plan Effective Date2016-02-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Storage First Inc.)

Sponsor-wide plan assets over time

All Storage First Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.555555555555555% vs 2022
2024 filing year
$1.75M$1.8M$1.85M$1.9M$1.95M$2M 202220232024 $1.8M $1.9M ▲ +5.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in Pennsylvania

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

Storage First Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Storage First Inc. Retirement Plan, Total assets ($B): 0.00195 · Participants: 2Storage First Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Storage First Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Storage First Inc. Retirement Plan side-by-side with 3 peers →

Storage First Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan in CA ($2M); 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 Storage First Inc. Retirement Plan assets move in 2023? ▼
Storage First Inc. Retirement Plan grew at a solid clip - up 8.3% during 2023, from $2M to $2M. Reported net income was $150K.
How have Storage First Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Storage First Inc.'s sponsor-wide assets grew 5.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Storage First Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Don Lucas, Fine Silver Jewelry, Inc. Profit Sharing Plan in CA ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Storage First Inc. Retirement 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 811556127.

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.