Profit Sharing · DOL Form 5500 · 2023

Surjit Sandhu Inc. Profit Sharing Plan

Data updated 2026-08-25

$329K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$164,601
Avg per participant Above avg balance/head
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Official DOL plan name: Surjit Sandhu Profit Sharing Plan · Sponsored by Surjit Sandhu Inc. · Virginia · Retail Trade

$329K in assets, 2 participants

Surjit Sandhu Inc.'s Surjit Sandhu Profit Sharing Plan reported $329K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,978 in Retail Trade (8,414 peers)

Surjit Sandhu Inc. multi-year trail

Surjit Sandhu Inc.'s plans moved +17.1% in assets from 2022 to 2024; this filing shows Surjit Sandhu Profit Sharing Plan at $329K / 2 participants.

#1,978
in Retail Trade (8,414 peers)
+1.6%
assets growth YoY

Surjit Sandhu Profit Sharing Plan among the smaller filed plans by assets

Surjit Sandhu Profit Sharing Plan vs every filed plan by assets

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

$329,201 14th percentile higher than 14% 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

Surjit Sandhu 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. Surjit Sandhu 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

  • Surjit Sandhu Profit Sharing Plan reported net income fell from $10K in the plan year 2022 filing to $5K in the plan year 2023 filing.
  • Surjit Sandhu Profit Sharing Plan end-of-year assets rose from $324K in the plan year 2022 filing to $329K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 831953780 · Surjit Sandhu Inc. PY 2023 · Profit Sharing

Surjit Sandhu Profit Sharing Plan · $329K · 2 · 14th

  • PCT $329K
  • PCT 2
  • PCT 14th
  • PCT Profit Sharing
  • PCT near Destination Alaska Charters, Inc. Retirement Plan
  • PCT ind #1978

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 Retail Trade retirement plans → · Plans in Virginia →

Surjit Sandhu Profit Sharing Plan in the asset neighbourhood

Surjit Sandhu Profit Sharing PlanSurjit Sandhu Profit Sharing…$329KDestination Alaska Charters, Inc. Retirement PlanDestination Alaska Charters,…$329KHighway 52 Enterprises, Inc. Profit Sharing PlanHighway 52 Enterprises, Inc.…$329KSnookums Inc. Retirement Plan$329KAlii Ntx Ventures Inc Retirement PlanAlii Ntx Ventures Inc Retire…$329K
End-of-year total assets ($M) among Surjit Sandhu Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Surjit Sandhu Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Surjit Sandhu Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$380K 17.094562910311467% vs 2022
2024 filing year
$0.3M$0.32M$0.34M$0.36M$0.38M$0.4M 202220232024 $0.32M $0.38M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 2 $324K
2023 1 2 $329K
2024 1 5 $380K

Surjit Sandhu Inc. filing trail (2023)

Total Assets (Beginning of Year)$324K
Net Assets (End of Year)$329K
Net Income$5K
Employer EIN831953780
Plan Effective Date2018-08-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

Surjit Sandhu Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Surjit Sandhu Profit Sharing Plan, Total assets ($B): 0.000329201 · Participants: 2Surjit Sandhu Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Surjit Sandhu Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Surjit Sandhu Profit Sharing Plan side-by-side with 3 peers →

Surjit Sandhu Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Destination Alaska Charters, Inc. Retirement Plan in AK ($329K); 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 Surjit Sandhu Profit Sharing Plan assets move in 2023? ▼
Surjit Sandhu Profit Sharing Plan edged up modestly - up 1.6% during 2023, from $324K to $329K. Reported net income was $5K.
How have Surjit Sandhu Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surjit Sandhu Inc.'s sponsor-wide assets grew 17.1%, from $324K to $380K.
Where does Surjit Sandhu Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Surjit Sandhu Profit Sharing Plan ranks in the 14th 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 Surjit Sandhu Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Destination Alaska Charters, Inc. Retirement Plan in AK ($329K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Surjit Sandhu 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 831953780.

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.