Profit Sharing · DOL Form 5500 · 2022
Serra Bros. Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $304,087
- Avg per participant High balance/head
Official DOL plan name: Serra Bros. Inc. Employees Retirement Profit Sharing Trust · Sponsored by Serra Bros. Inc. · Michigan · Wholesale Trade
$3M in assets, 11 participants
Serra Bros. Inc.'s Serra Bros. Inc. Employees Retirement Profit Sharing Trust reported $3M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,033 in Wholesale Trade (6,843 peers)
Serra Bros. Inc. multi-year trail
Serra Bros. Inc.'s plans moved +35.7% in assets from 2022 to 2024; this filing shows Serra Bros. Inc. Employees Retirement Profit Sharing Trust at $3M / 11 participants.
- #2,033
- in Wholesale Trade (6,843 peers)
- +5.7%
- assets growth YoY
Serra Bros. Inc. Employees Retirement Profit Sharing Trust's mid-pack asset rank among Wholesale Trade and all filers
Serra Bros. Inc. Employees Retirement Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,344,962 43rd percentile higher than 43% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Serra Bros. Inc. Employees Retirement Profit Sharing Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Serra Bros. Inc. Employees Retirement Profit Sharing Trust is a small filing (11 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 381970432 · Serra Bros. Inc. PY 2022 · Profit Sharing
Serra Bros. Inc. Employees Retirement Profit Sharing Trust · $3M · 11 · 43rd
- PART $3M
- TYPE 11
- NET 43rd
- BOOK Profit Sharing
- VS-ST near Robert J Barr
- BOY ind #2033
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 Michigan →
Serra Bros. Inc. Employees Retirement Profit Sharing Trust in the asset neighbourhood
Serra Bros. Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Serra Bros. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 35.744890375436256% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $3M |
| 2023 | 1 | 11 | $4M |
| 2024 | 1 | 11 | $5M |
Serra Bros. Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $245K |
| Employer EIN | 381970432 |
| Plan Effective Date | 1977-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.6B · 15,480
- Construction Industry Retirement Fund of Rockford $475M · 10,395
- Ohio Carpenters' Annuity Plan $371M · 8,330
- IBEW Local 150 Supplemental Pension Fund $248M · 1,286
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $234M · 687
Serra Bros. Inc. Employees Retirement Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Robert J Barr in OH ($3M); by covered participants it is American Century Investments in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Robert J Barr (OH) $3M · 2
- Glenn E. Ostriker Md Profit Sharing Plan (CT) $3M · 3
- St. Joseph Center 403(b) Plan (CA) $3M · 368
- Norcross Supply Company Profit Sharing Plan (GA) $3M · 20
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- American Century Investments (CA) 11 · 0 off
- A Couple of Days, Inc. Retirement Plan (OH) 11 · 0 off
- Jaxson Maximus Inc. Retirement Plan (FL) 11 · 0 off
- Sej Restaurants, Inc. Retirement Plan (NJ) 11 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.